Albert Stanek signed A123 Systems LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A123 Systems LLC's EIN is 35-2464405.
Download the official 2024 Form 5500 (PDF) for A123 Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A123 Systems LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP, LLC | 80-0675279 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $3.1M | 12.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.6M | 10.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.6M | 10.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $2.5M | 9.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $2.3M | 9.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.1M | 8.2% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $2.0M | 7.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.0M | 7.9% | |
| Participant Loans | Participant loans | — | $0 | $1.2M | 4.9% | |
| Hartford Bal Income R6 Fund | Other securities | — | $0 | $942K | 3.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $829K | 3.3% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $497K | 2.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $497K | 2.0% | |
| JP Morgan Sm Cp Growth R6 Fund | Other securities | — | $0 | $455K | 1.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $402K | 1.6% | |
| Vic Triv Intl Small Cap R6 Fd | Other securities | — | $0 | $397K | 1.6% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $354K | 1.4% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $323K | 1.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $304K | 1.2% | |
| Macquarie Small Cap Value R6 F | Other securities | — | $0 | $262K | 1.0% | |
| FIDELITY BLUE CHIP GRTH K6 FD | Mutual Funds | — | $0 | $208K | 0.8% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $203K | 0.8% | |
| Eaton Vance Glb Macro AbsRt R6 | Other securities | — | $0 | $198K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $178K | 0.7% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $177K | 0.7% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $166K | 0.7% | |
| Janus Henderson Dvlp Wrld Bd N | Mutual Funds | — | $0 | $115K | 0.5% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $109K | 0.4% | |
| JOHN HANCOCK BOND R6 FUND | Other securities | — | $0 | $100K | 0.4% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $97K | 0.4% | |
| T.Rw Prc Spc Md Gr Allo I Fund | Other securities | — | $0 | $91K | 0.4% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $90K | 0.4% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $76K | 0.3% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $74K | 0.3% | |
| Columbia Overseas Value I3 | Other securities | — | $0 | $72K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $68K | 0.3% | |
| JP MORGAN US RES EN EQ R6 FD | Other securities | — | $0 | $68K | 0.3% | |
| DFA Global Real Estate Sc I Fd | Mutual Funds | — | $0 | $64K | 0.3% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $56K | 0.2% | |
| T Rowe Price Gl Stock I Fund | Mutual Funds | — | $0 | $32K | 0.1% | |
| PIMCO Inv Gd Credi Bd Instl Fd | Mutual Funds | — | $0 | $25K | <0.1% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $13K | <0.1% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | $0 | $7K | <0.1% | |
| DIAMOND HILL LARGE CAP Y FUND | Other securities | — | $0 | $3K | <0.1% | |
| DFA Emerg Mrkts Small Cap I Fd | Mutual Funds | — | $0 | $1K | <0.1% |
