Applied Mechanical Systems, Inc.'s EIN is 31-0846401.
Download the official 2024 Form 5500 (PDF) for Applied Mechanical Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Mechanical Systems, Inc.'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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | DENVER, CO | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWG BENEFITS, INC. | 36-4028918 | NORTHBROOK, IL | RECORDKEEPER | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Service Company 2025 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $5.2M | 26.2% | |
| American Funds Service Company 2035 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $3.3M | 16.8% | |
| American Funds Service Company 2050 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 6.3% | |
| American Funds Service Company 2045 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 6.2% | |
| MM BLUE CHIP GROWTH CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065331 / PN 428 | Common Collective Trust | — | — | $1.1M | 5.4% | |
| American Funds Service Company 2020 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 5.3% | |
| American Funds Service Company 2030 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $890K | 4.5% | |
| American Funds Service Company 2055 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $819K | 4.1% | |
| American Funds Service Company 2040 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $697K | 3.5% | |
| Fidelity Investments Inc. 500 Index Institutional Premium Fund Mutual Fund | Common Collective Trusts | — | — | $644K | 3.3% | |
| American Funds Service Company 2060 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $397K | 2.0% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $395K | 2.0% | |
| GG CIT III METLIFE GRP ANN 25554 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $387K | 2.0% | |
| The Vanguard Group Equity Income Admiral Fund Mutual Fund | Mutual Funds | — | — | $353K | 1.8% | |
| American Funds Service Company American Balanced Fund Mutual Fund | Mutual Funds | — | — | $271K | 1.4% | |
| American Funds Service Company 2015 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $245K | 1.2% | |
| State Street Global Advisors SPDR Gold Minishares Trust Fund Mutual Fund | Common Collective Trusts | — | — | $239K | 1.2% | |
| American Funds Service Company 2065 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $187K | 0.9% | |
| MFS MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $170K | 0.9% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $151K | 0.8% | |
| Dodge & Cox Income Fund X Mutual Fund | Mutual Funds | — | — | $146K | 0.7% | |
| MFS Investment Management International Diversification Fund Mutual Fund | Mutual Funds | — | — | $138K | 0.7% | |
| Dodge & Cox Global Fund X Mutual Fund | Mutual Funds | — | — | $111K | 0.6% | |
| The Vanguard Group Small Cap Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $97K | 0.5% | |
| First Eagle Funds Global Fund Mutual Fund | Other securities | — | — | $63K | 0.3% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $59K | 0.3% | |
| similar entity Investment Cost Value American Century Companies Mid Cap Value Fund Mutual Fund | Other securities | — | — | $57K | 0.3% | |
| The Vanguard Group Short Term Investment Grade Fund Mutual Fund | Mutual Funds | — | — | $57K | 0.3% | |
| The Vanguard Group REIT Index Fund Mutual Fund | Common Collective Trusts | — | — | $54K | 0.3% | |
| The Vanguard Group Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $45K | 0.2% | |
| American Funds Service Company New World Fund Mutual Fund | Mutual Funds | — | — | $20K | 0.1% | |
| The Vanguard Group Wellesley Income Admiral Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| The Vanguard Group Federal Money Market Investor Money Market | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONSHORE FINANCIAL, LLC | 82-5023101 | GREEN COVE SPRINGS, FL | ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | 31-1585572 | KETTERING, OH | TPA | $7K | — |
