Kevin Carlson signed Engineered Protection Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engineered Protection Systems Inc.'s EIN is 38-1844884.
Download the official 2024 Form 5500 (PDF) for Engineered Protection Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engineered Protection Systems Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DS INVESTMENT ADVISORS | 87-4233743 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $2.8M | 14.8% | |
| DFA US Large Cap Value 41,498.731 | Mutual Funds | — | — | $2.0M | 10.8% | |
| Vanguard 500 Index Admiral 3,303.577 | Common Collective Trusts | — | — | $1.8M | 9.5% | |
| Vanguard Balanced Index Admiral 27,873.961 | Mutual Funds | — | — | $1.4M | 7.2% | |
| DFA US Small Cap Value 25,825.270 | Mutual Funds | — | — | $1.3M | 6.6% | |
| T. Rowe Price New Horizons 19,517.279 | Other securities | — | — | $1.1M | 5.8% | |
| DFA Real Estate Securities Institutional 23,511.540 | Mutual Funds | — | — | $946K | 5.0% | |
| DFA International Core Equity Institutional 55,352.324 | Mutual Funds | — | — | $854K | 4.5% | |
| Vanguard Mid Cap Growth Index Fund Admiral 6,322.929 | Common Collective Trusts | — | — | $691K | 3.7% | |
| Vanguard Mid Cap Value Index Admiral 8,047.872 | Mutual Funds | — | — | $674K | 3.6% | |
| American Funds Europacific Growth R5 11,767.836 $ | Mutual Funds | — | — | $631K | 3.3% | |
| Vanguard Energy Admiral 7,546.174 | Mutual Funds | — | — | $610K | 3.2% | |
| DFA Emerging Markets Core Equity Institutional 24,867.220 | Mutual Funds | — | — | $579K | 3.1% | |
| DFA International Small Company Institutional 27,894.499 | Mutual Funds | — | — | $541K | 2.9% | |
| Vanguard Small Cap Index Admiral 4,381.605 | Mutual Funds | — | — | $505K | 2.7% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $489K | 2.6% | |
| Participant loans Interest rates 4.25-9.5 percent - | Participant loans | — | — | $438K | 2.3% | |
| Vanguard Short Term Investment Grade Fund Admiral 39,718.185 | Mutual Funds | — | — | $409K | 2.2% | |
| Fidelity Money Market Fund 330,411.610 | Mutual Funds | — | — | $330K | 1.8% | |
| Blackrock High Yield Bond Institutional 32,877.405 | Other securities | — | — | $233K | 1.2% | |
| DFA Inflation-Protected Securities 20,929.210 | Mutual Funds | — | — | $225K | 1.2% | |
| DFA 5 Year Global Fixed Income Institutional 20,564.375 | Mutual Funds | — | — | $206K | 1.1% | |
| Janus Henderson Triton Fund 3,611.399 | Mutual Funds | — | — | $99K | 0.5% | |
| Vanguard Mid Cap Index Admiral 191.542 | Mutual Funds | — | — | $63K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
