AMY Peter signed Asyst Technologies L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Asyst Technologies L.P.'s EIN is 36-4067189.
Download the official 2024 Form 5500 (PDF) for Asyst Technologies L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Asyst Technologies L.P.'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 |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS, INC. | — | MEQUON, WI | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Capital Appreciation Fund | Other securities | — | — | $2.4M | 18.1% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 9.1% | |
| Dodge & Cox Funds Income Fund | Mutual Funds | — | — | $1.2M | 9.1% | |
| T. Rowe Price Funds All-Cap Opportunities Fund | Other securities | — | — | $1.2M | 9.0% | |
| CMFG Life Stable Value Account | Stable Value | — | — | $1.2M | 8.7% | |
| Amundi US Funds Pioneer Balanced ESG Fund | Other securities | — | — | $949K | 7.1% | |
| First Eagle Funds Global Fund | Other securities | — | — | $922K | 6.9% | |
| Vanguard Funds Mid-Cap Value Index | Mutual Funds | — | — | $631K | 4.7% | |
| MFS Funds International Diversification Fund | Mutual Funds | — | — | $614K | 4.6% | |
| Participants Notes receivable from participants - various repayment schedules through October 2029, interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $471K | 3.5% | |
| Vanguard Funds Small Cap Value Index Fund | Common Collective Trusts | — | — | $446K | 3.4% | |
| JPMorgan Funds Equity Income Fund | Other securities | — | — | $426K | 3.2% | |
| Vanguard Funds Developed Markets Index Fund | Common Collective Trusts | — | — | $401K | 3.0% | |
| T. Rowe Price Funds Global Multi-Sector Bond Fund | Other securities | — | — | $274K | 2.1% | |
| Vanguard Funds Inflation-Protected Securities Fund | Mutual Funds | — | — | $238K | 1.8% | |
| Vanguard Funds Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $228K | 1.7% | |
| Principal Funds Real Estate Securities Fund | Other securities | — | — | $159K | 1.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $150K | 1.1% | |
| GMO Fund Resources Fund | Other securities | — | — | $132K | 1.0% | |
| Dimensional Fund Advisors US Small Cap Fund | Mutual Funds | — | — | $81K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
