Willis R Conner signed American Structurepoint, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Structurepoint, Inc.'s EIN is 35-1127317.
Download the official 2024 Form 5500 (PDF) for American Structurepoint, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Structurepoint, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $28K | — |
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 EQUITY INDEX FUND CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $30.8M | 28.2% | |
| BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $23.4M | 21.4% | |
| MYWAYRETIREMENT LARGE CAP VALUE FD GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $9.9M | 9.1% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FD GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $9.8M | 9.0% | |
| BLACKROCK U.S. DEBT INDEX FD GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $7.6M | 7.0% | |
| MyWayRetirement Large Cap Value Fund Class R | Other securities | — | — | $7.5M | 6.9% | |
| MyWayRetirement Large Cap Growth Fund Class R | Other securities | — | — | $7.5M | 6.8% | |
| BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $6.7M | 6.2% | |
| MYWAYRETIREMENT CORE BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $5.7M | 5.3% | |
| MyWayRetirement Core Bond Fund Class R | Other securities | — | — | $5.1M | 4.7% | |
| MYWAYRETIREMENT INTERNATIONAL VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $5.0M | 4.5% | |
| MYWAYRETIREMENT INTERNATIONAL GRWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $4.9M | 4.5% | |
| MYWAYRETIREMENT SMALL CAP VALUE FD GREAT GRAY TRUST COMPANY, LLC · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $4.3M | 4.0% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY TRUST COMPANY, LLC · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $4.3M | 4.0% | |
| MYWAYRETIREMENT EMERGING MARKETS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $4.3M | 3.9% | |
| MYWAYRETIREMENT MID CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $4.2M | 3.9% | |
| MYWAYRETIREMENT MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $4.2M | 3.9% | |
| MYWAYRETIREMENT MULTISECTOR BOND FD GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $4.0M | 3.6% | |
| MyWayRetirement International Value Fund | Other securities | — | — | $3.8M | 3.5% | |
| MyWayRetirement International Growth Fund Class R | Other securities | — | — | $3.8M | 3.4% | |
| MyWayRetirement Multisector Bond Fund Class R | Other securities | — | — | $3.4M | 3.1% | |
| MyWayRetirement Mid Cap Value Fund Class R | Other securities | — | — | $3.4M | 3.1% | |
| MyWayRetirement Small Cap Growth Fund Class R | Other securities | — | — | $3.3M | 3.1% | |
| MyWayRetirement Emerging Markets Fund Class R | Other securities | — | — | $3.3M | 3.1% | |
| MyWayRetirement Mid-Cap Growth Fund Class R | Other securities | — | — | $3.3M | 3.1% | |
| Federated Hermes Government Obligations Premier Interest-bearing cash | Cash / Money Market | — | — | $2.8M | 2.6% | |
| MyWayRetirement Large Cap Value Fund Class R | Other securities | — | — | $2.2M | 2.0% | |
| MyWayRetirement Large Cap Growth Fund Class R | Other securities | — | — | $2.2M | 2.0% | |
| BLACKROCK U.S. TIPS INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $1.7M | 1.6% | |
| Moderate Growth Pool Federated Hermes Government Obligations Premier Registered Investment Company | Common Stocks | — | — | $1.7M | 1.5% | |
| BLACKROCK MID CAP EQUITY INDEX FD GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.7M | 1.5% | |
| MyWayRetirement International Value Fund | Other securities | — | — | $1.0M | 1.0% | |
| BLACKROCK RUSSELL 2000 INDEX FND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.0M | 1.0% | |
| MyWayRetirement International Growth Fund Class R | Other securities | — | — | $1.0M | 0.9% | |
| MyWayRetirement Emerging Markets Fund Class R | Other securities | — | — | $942K | 0.9% | |
| MyWayRetirement Small Cap Value Fund Class R | Other securities | — | — | $900K | 0.8% | |
| MyWayRetirement Small Cap Growth Fund Class R | Other securities | — | — | $895K | 0.8% | |
| MyWayRetirement Mid Cap Value Fund Class R | Other securities | — | — | $758K | 0.7% | |
| MyWayRetirement Mid-Cap Growth Fund Class R | Other securities | — | — | $752K | 0.7% | |
| BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $665K | 0.6% | |
| MyWayRetirement International Growth Fund Class R ** 117370 MyWayRetirement Core Bond Fund Class R | Other securities | — | — | $659K | 0.6% | |
| MyWayRetirement Multisector Bond Fund Class R | Other securities | — | — | $585K | 0.5% | |
| BlackRock Russell 2000 Index Fund Class R | Common Collective Trusts | — | — | $567K | 0.5% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 007 | Common Collective Trust | — | — | $540K | 0.5% | |
| BlackRock U.S. Debt Index Fund Class 1 | Common Collective Trusts | — | — | $476K | 0.4% | |
| Growth Pool Federated Hermes Government Obligations Premier Registered Investment Company | Common Stocks | — | — | $380K | 0.3% | |
| Growth Commingled Pool BlackRock EAFE Equity Index Fund Class R | Common Collective Trusts | — | — | $377K | 0.3% | |
| Conservative Growth Commingled Pool BlackRock EAFE Equity Index Fund Class R | Common Collective Trusts | — | — | $163K | 0.1% | |
| MyWayRetirement Large Cap Value Fund Class R | Other securities | — | — | $145K | 0.1% | |
| MyWayRetirement Large Cap Growth Fund Class R | Other securities | — | — | $143K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
