JILL Frenette signed Axcelis Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axcelis Technologies, Inc.'s EIN is 34-1818596.
Download the official 2024 Form 5500 (PDF) for Axcelis Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axcelis Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $208K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth Fund 4,054,073 Shares | Mutual Funds | — | — | $49.0M | 18.1% | |
| Vanguard 500 Index – Admiral Fund 67,270 Shares | Common Collective Trusts | — | — | $36.5M | 13.5% | |
| JP Morgan U.S. Equity Fund 1,099,491 Shares | Other securities | — | — | $27.5M | 10.1% | |
| JP Morgan Small Cap Equity Fund 419,950 Shares | Other securities | — | — | $23.0M | 8.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $20.6M | 7.6% | |
| JP Morgan Equity Income Fund 720,236 Shares | Other securities | — | — | $17.2M | 6.4% | |
| American Funds EuroPacific Growth Fund 272,561 Shares | Mutual Funds | — | — | $14.6M | 5.4% | |
| Vanguard Target Retirement Date 339,453 Shares | Mutual Funds | — | — | $12.9M | 4.7% | |
| Fund Instl– 2020 Vanguard Target Retirement Date 545,036 Shares | Mutual Funds | — | — | $10.2M | 3.8% | |
| Fund –2030 Instl Vanguard Target Retirement Date 390,462 Shares | Mutual Funds | — | — | $9.4M | 3.5% | |
| Western Asset Core Plus Bond Fund 919,138 Shares | Other securities | — | — | $8.3M | 3.1% | |
| Fund –2025 Instl Principal Mid Cap Fund 179,518 Shares | Other securities | — | — | $8.0M | 2.9% | |
| Income Inv Vanguard Target Retirement Date 117,948 Shares | Mutual Funds | — | — | $5.1M | 1.9% | |
| Vanguard Target Retirement Date 187,249 Shares | Mutual Funds | — | — | $5.0M | 1.8% | |
| Fund – 2045 Instl Vanguard Target Retirement Date 60,212 Shares | Mutual Funds | — | — | $3.1M | 1.1% | |
| Fund – 2050 Instl Vanguard Target Retirement Date 54,126 Shares | Mutual Funds | — | — | $3.0M | 1.1% | |
| Fund – 2040 Instl Vanguard Target Retirement Date 59,662 Shares | Mutual Funds | — | — | $3.0M | 1.1% | |
| Charles Schwab* Brokerage Accounts | Self-Directed Brokerage | — | — | $2.9M | 1.1% | |
| Vanguard Target Retirement Fund- 192,416 Shares | Mutual Funds | — | — | $2.5M | 0.9% | |
| Fund –2055 Instl Vanguard Target Retirement Date 82,509 Shares | Mutual Funds | — | — | $2.4M | 0.9% | |
| Fund – 2060 Instl Vanguard Target Retirement Date 66,558 Shares | Mutual Funds | — | — | $2.2M | 0.8% | |
| Participant Loans* Varying maturity dates | Participant loans | — | — | $1.4M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
