Andria GANT signed Engineering Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engineering Systems Inc.'s EIN is 36-3541589.
Download the official 2024 Form 5500 (PDF) for Engineering Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engineering Systems Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — | CONSULTANT | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $14.4M | 16.0% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $9.5M | 10.5% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K | Mutual Funds | — | — | $8.0M | 8.9% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $5.2M | 5.8% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K | Mutual Funds | — | — | $5.1M | 5.6% | |
| Fidelity Investments Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $5.0M | 5.6% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $4.7M | 5.2% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $4.4M | 4.9% | |
| Vanguard Fiduciary Trust Company Growth and Income Fd Investor Shares | Mutual Funds | — | — | $4.3M | 4.8% | |
| Stable Value Collective Trust (held by Vanguard Fiduciary Trust Company) * Vanguard Fiduciary Trust Company Retirement Savings Trust Fund | Stable Value | — | — | $3.8M | 4.2% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $3.8M | 4.2% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $2.9M | 3.3% | |
| Fidelity Investments Fidelity Freedom Income Fund Class K | Mutual Funds | — | — | $2.3M | 2.6% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $2.1M | 2.3% | |
| Vanguard Fiduciary Trust Company Total Bond Market Idx Fd Inv Shares | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| Public Investment Fund Midcap Fund R6 | Other securities | — | — | $1.3M | 1.4% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $1.3M | 1.4% | |
| Vanguard Fiduciary Trust Company Strategic Equity Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $947K | 1.1% | |
| Vanguard Fiduciary Trust Company Windsor II Fund Investor Shares | Mutual Funds | — | — | $894K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2015 Fund Class K | Mutual Funds | — | — | $859K | 1.0% | |
| Vanguard Fiduciary Trust Company Short-Term Bd Idx Fd Investor Shares | Common Collective Trusts | — | — | $744K | 0.8% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $706K | 0.8% | |
| Vanguard Fiduciary Trust Company Total International Stock Index Fund | Common Collective Trusts | — | — | $559K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $515K | 0.6% | |
| Vanguard Fiduciary Trust Company LifeStrategy Income Fund ** 345 * Vanguard Fiduciary Trust Company LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $474K | 0.5% | |
| The Hartford Equity Income Fund R6 | Other securities | — | — | $464K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2065 Fund Class K | Mutual Funds | — | — | $443K | 0.5% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $346K | 0.4% | |
| Prudential Global Investment Management High Yield R6 | Other securities | — | — | $340K | 0.4% | |
| American Century Small Cap Growth Fund | Other securities | — | — | $274K | 0.3% | |
| Vanguard Fiduciary Trust Company LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $274K | 0.3% | |
| Participant loans Interest ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $260K | 0.3% | |
| Putnam International Value Fund | Mutual Funds | — | — | $228K | 0.3% | |
| Vanguard Fiduciary Trust Company Core Bond Admiral Shares | Mutual Funds | — | — | $225K | 0.2% | |
| Royce Fund Premier Fund Investment Class | Other securities | — | — | $191K | 0.2% | |
| Vanguard Fiduciary Trust Company Explorer Fund Investor Shares | Mutual Funds | — | — | $189K | 0.2% | |
| Vanguard Fiduciary Trust Company LifeStrategy Growth Fund | Mutual Funds | — | — | $188K | 0.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $182K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2010 Fund Class K | Mutual Funds | — | — | $176K | 0.2% | |
| Cohen & Steers Real Estate Z | Other securities | — | — | $167K | 0.2% | |
| Vanguard Fiduciary Trust Company Mid-Cap Growth Fund | Mutual Funds | — | — | $157K | 0.2% | |
| American Century Small Cap Value Fund Inv Class | Mutual Funds | — | — | $127K | 0.1% | |
| Loomis Sayles Inflation Protected Secs I Fund | Other securities | — | — | $85K | <0.1% | |
| Vanguard Fiduciary Trust Company Total Intl Bond Idx Fd Investor Shares | Common Collective Trusts | — | — | $48K | <0.1% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $46K | <0.1% | |
| Vanguard Fiduciary Trust Company Cash Reserves Federal MM Fd Adm | Mutual Funds | — | — | $27K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | 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.
