MIMI Woods signed Advanced Flow Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Flow Engineering, Inc.'s EIN is 33-0853594.
Download the official 2024 Form 5500 (PDF) for Advanced Flow Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Flow Engineering, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Fund Investor Share 1,290,409 units a | Mutual Funds | — | — | $1.3M | 13.9% | |
| T. Rowe Price Blue Chip Growth Fund 5,226 units a | Other securities | — | — | $973K | 10.5% | |
| Fidelity® 500 Index Fund 3,679 units a | Common Collective Trusts | — | — | $751K | 8.1% | |
| Fidelity® Select Technology Portfolio 17,703 units a | Mutual Funds | — | — | $653K | 7.0% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional 34,657 units a | Common Stocks | — | — | $598K | 6.4% | |
| American Funds New Perspective Fund® Class R-6 8,665 units a | Mutual Funds | — | — | $539K | 5.8% | |
| Fidelity® Small Cap Index Fund 18,004 units a | Common Collective Trusts | — | — | $498K | 5.4% | |
| PGIM Total Return Bond Fund - Class R6 40,594 units a | Other securities | — | — | $481K | 5.2% | |
| American Funds 2030 Target Date Retirement Fund® Class R-6 20,966 units a | Mutual Funds | — | — | $363K | 3.9% | |
| MFS Value Fund Class R6 6,179 units a | Mutual Funds | — | — | $299K | 3.2% | |
| PIMCO Income Fund Institutional Class 23,905 units a | Mutual Funds | — | — | $251K | 2.7% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 3,224 units a | Other securities | — | — | $251K | 2.7% | |
| American Funds 2060 Target Date Retirement Fund® Class R-6 12,541 units a | Mutual Funds | — | — | $225K | 2.4% | |
| American Funds 2040 Target Date Retirement Fund® Class R-6 10,013 units a | Mutual Funds | — | — | $206K | 2.2% | |
| MFS Mid Cap Value R6 6,291 units a | Mutual Funds | — | — | $200K | 2.1% | |
| Fidelity® Mid Cap Index Fund 5,585 units a | Common Collective Trusts | — | — | $189K | 2.0% | |
| DFA Emerging Markets Core Equity 8,022 units a | Mutual Funds | — | — | $187K | 2.0% | |
| American Funds 2035 Target Date Retirement Fund® Class R-6 8,981 units a | Mutual Funds | — | — | $171K | 1.8% | |
| American Funds 2045 Target Date Retirement Fund® Class R-6 7,668 units a | Mutual Funds | — | — | $163K | 1.7% | |
| American Funds 2055 Target Date Retirement Fund® Class R-6 5,613 units a | Mutual Funds | — | — | $148K | 1.6% | |
| Vanguard Financials Index Fund Admiral Shares 2,014 units a | Common Collective Trusts | — | — | $119K | 1.3% | |
| through February 2033 - | Other securities | — | — | $112K | 1.2% | |
| American Funds 2025 Target Date Retirement Fund® Class R-6 7,356 units a | Mutual Funds | — | — | $112K | 1.2% | |
| Fidelity® INTL Index 1,921 units a | Mutual Funds | — | — | $91K | 1.0% | |
| American Funds 2020 Target Date Retirement Fund® Class R-6 5,585 units a | Mutual Funds | — | — | $75K | 0.8% | |
| Lord Abbett Short Duration Income Fund Class R6 12,601 units a | Mutual Funds | — | — | $49K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Class R6 450 units a | Other securities | — | — | $38K | 0.4% | |
| Neuberger Berman Small Cap Growth Fund R6 693 units a | Other securities | — | — | $35K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund® Class R-6 557 units a | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
