Monica Pilzner signed Advance Engineering Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advance Engineering Company's EIN is 30-0265502.
Download the official 2024 Form 5500 (PDF) for Advance Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advance Engineering Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| INV STABLE VALUE RETIREMENT 4 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $974K | 20.4% | |
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $491K | 10.3% | |
| AMERICAN FNDS FUNDAMENT INV R4 | Registered Investment Companies | — | — | $374K | 7.9% | |
| JPMORGAN SMRTMN BL 2035 R3 | Registered Investment Companies | — | — | $308K | 6.4% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $247K | 5.2% | |
| JPMORGAN SRTMN BL 2030 R3 | Registered Investment Companies | — | — | $233K | 4.9% | |
| COLUMBIA LG CAP IDX A | Registered Investment Companies | — | — | $225K | 4.7% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $219K | 4.6% | |
| JPMORGAN SRTMN BL 2050 R3 | Registered Investment Companies | — | — | $204K | 4.3% | |
| VICTORY RS MID CAP GROWTH A | Registered Investment Companies | — | — | $189K | 4.0% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $171K | 3.6% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $158K | 3.3% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $157K | 3.3% | |
| JPMORGAN SRTMN BL 2040 R3 | Registered Investment Companies | — | — | $147K | 3.1% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $142K | 3.0% | |
| JPMORGAN SRTMN BL 2045 R3 | Registered Investment Companies | — | — | $140K | 2.9% | |
| JPMORGAN SRTMN BL 2055 R3 | Registered Investment Companies | — | — | $118K | 2.5% | |
| JPMORGAN SRTMN BL 2025 R3 | Registered Investment Companies | — | — | $106K | 2.2% | |
| JPMORGAN SMRTMN BL INC R3 | Registered Investment Companies | — | — | $81K | 1.7% | |
| JPM GVNMT BD FD R3 | Registered Investment Companies | — | — | $22K | 0.5% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $21K | 0.4% | |
| JPMORGAN SMRTMN BL 2060 R3 | Registered Investment Companies | — | — | $10K | 0.2% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $4K | <0.1% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $2K | <0.1% | |
| JPMORGAN SRTMN BL 2020 R3 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT | $14K | — |
