Scott Miller signed Custom Assembly, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom Assembly, Inc.'s EIN is 34-1466007.
Download the official 2024 Form 5500 (PDF) for Custom Assembly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custom Assembly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $25 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS Equity 500 Idx K Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 21.9% | |
| Vanguard Tot Intl Stk Ind Adm Registered Investment Company | Mutual Funds | — | — | $581K | 10.4% | |
| Vanguard Midcap Growth Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $514K | 9.2% | |
| Dodge & Cox Income I Registered Investment Company | Mutual Funds | — | — | $474K | 8.4% | |
| MacQuarie Small Cap Value I Registered Investment Company 6 Van Target Retire 2055 Registered Investment Company | Common Stocks | — | — | $367K | 6.6% | |
| Vanguard Sm Cp Gr Idx -Admiral Registered Investment Company | Common Collective Trusts | — | — | $320K | 5.7% | |
| Van Target Retire 2035 Fidelity Registered Investment Company | Mutual Funds | — | — | $271K | 4.8% | |
| Van Target Retire 2045 Registered Investment Company | Common Stocks | — | — | $254K | 4.5% | |
| Janus Hen Dev Wrld Bd N Registered Investment Company 4 Parnassus Core Equity Inst Registered Investment Company | Mutual Funds | — | — | $212K | 3.8% | |
| Dodge & Cox Intl Stock I Registered Investment Company 6 Vanguard Mid Cap Index - Adm Registered Investment Company 522 Van Target Retire 2040 Registered Investment Company | Mutual Funds | — | — | $196K | 3.5% | |
| Vanguard Wellesley Income-Admr Registered Investment Company 1 Van Target Retire 2030 Registered Investment Company | Mutual Funds | — | — | $187K | 3.3% | |
| Amf Income Fd Of America R6 Registered Investment Company 2 Van Target Retire 2025 Registered Investment Company | Common Stocks | — | — | $171K | 3.1% | |
| Van Targ Retire 2065 Registered Investment Company | Common Stocks | — | — | $142K | 2.5% | |
| Participant Loans Interest Rates (4.25% to 9.50%) -0- | Bonds / Notes | — | — | $131K | 2.3% | |
| Vanguard Growth Index Fund Adm Registered Investment Company 769 Vanguard Small Cap Index Admrl Registered Investment Company 347 Dodge & Cox Stock I Registered Investment Company 7 Van Target Retire 2050 Registered Investment Company | Common Collective Trusts | — | — | $100K | 1.8% | |
| Vanguard 500 Index Fund - Adm Registered Investment Company 952 Vanguard Real Estate Index Adm Registered Investment Company | Common Collective Trusts | — | — | $69K | 1.2% | |
| Invesco Developing Mkts R6 Registered Investment Company 4 Van Target Retire 2020 Registered Investment Company | Mutual Funds | — | — | $57K | 1.0% | |
| Vang Str Smcp Eq Inv Registered Investment Company | Common Stocks | — | — | $49K | 0.9% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $44K | 0.8% | |
| Vang Lifestrategy Con Grth Registered Investment Company | Common Stocks | — | — | $30K | 0.5% | |
| Vang Target Ret Inc Registered Investment Company | Common Stocks | — | — | $6K | 0.1% | |
| Am Cent Oc Vy Cn Inv Registered Investment Company 549 Vang Em Stk Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $6K | 0.1% | |
| Fam Div Focus Inv Registered Investment Company | Common Stocks | — | — | $6K | 0.1% | |
| Vanguard Sm Cap Val Index Adm Registered Investment Company 338 Vanguard Mid Cap Value Ind Adm Registered Investment Company 627 Dfa Inflation Prot Sec Inst Registered Investment Company 675 Vanguard Tot Bnd Mkt Ind- Adm Registered Investment Company | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Lifestrategy Growth Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| Vang Vmmr-Fed Mmkt Cash | Cash / Money Market | — | — | $2K | <0.1% | |
| Vanguard Lifestrategy Mod Grow Registered Investment Company 690 Vanguard Value Index Fund Admr Registered Investment Company | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
