Allie Jeters signed Power Solutions International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power Solutions International, Inc.'s EIN is 33-0963637.
Download the official 2024 Form 5500 (PDF) for Power Solutions International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Power Solutions International, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock IS S&P 500 IDX K | Common Collective Trusts | — | — | $5.3M | 13.1% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $4.5M | 11.1% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $3.9M | 9.7% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $3.5M | 8.6% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $2.9M | 7.2% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $2.9M | 7.1% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $2.6M | 6.5% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $2.5M | 6.3% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $2.5M | 6.1% | |
| BlackRock IS R MID-CAP IDX K | Common Collective Trusts | — | — | $1.8M | 4.3% | |
| BlackRock IS TOT US STK MKT K | Other securities | — | — | $1.5M | 3.7% | |
| BlackRock IS R2000 SM-CAP K | Other securities | — | — | $1.3M | 3.3% | |
| BlackRock IS MSCI EAFE INTL K | Other securities | — | — | $1.2M | 3.0% | |
| BlackRock IS US AGG BD IDX K | Common Collective Trusts | — | — | $1.0M | 2.6% | |
| s (held by Fidelity Management Trust Company) * Fidelity Investments FID GOVT MMKT K6 | Mutual Funds | — | — | $849K | 2.1% | |
| Notes receivable from participants Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $739K | 1.8% | |
| Columbia Management Advisers COL US TRES IDX 12 | Common Collective Trusts | — | — | $273K | 0.7% | |
| Fidelity Investments FID US BOND IDX ** 775 * Fidelity Investments FID EMRG MKTS IDX | Common Collective Trusts | — | — | $238K | 0.6% | |
| GG BR LIFEPATH 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $150K | 0.4% | |
| Fidelity Investments FID LG CAP GR IDX | Common Collective Trusts | — | — | $139K | 0.3% | |
| Fidelity Investments FID REAL ESTATE IDX | Common Collective Trusts | — | — | $61K | 0.2% | |
| Touchstone TOUCHSTN MID CAP R6 | Other securities | — | — | $35K | <0.1% | |
| Fidelity Investments FID LG CAP VAL IDX | Common Collective Trusts | — | — | $24K | <0.1% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
