ADAM Fitch signed Modular Assembly Innovations' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modular Assembly Innovations' EIN is 27-4109268.
Download the official 2024 Form 5500 (PDF) for Modular Assembly Innovations from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modular Assembly Innovations' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC | 31-1440043 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.5M | 85.4% | |
| [Assets held in common collective trust] | Other | — | — | $856K | 8.6% | |
| [Assets held in participant loans] | Other | — | — | $585K | 5.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $488K | 4.9% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $174K | 1.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $118K | 1.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $76K | 0.8% |
| INVESTMENT/FINANCIAL ADVI |
| $22K |
| — |
