David Mauger signed Electro-Matic, Ventures, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electro-Matic, Ventures, Inc.'s EIN is 38-1993343.
Download the official 2023 Form 5500 (PDF) for Electro-Matic, Ventures, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Electro-Matic, Ventures, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | INVESTMENT ADVISOR | $43K | — |
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 500 Index Mutual Funds Not Required | Common Collective Trusts | — | — | $5.0M | 15.1% | |
| AB Large Cap Growth Z Mutual Funds Not Required | Other securities | — | — | $4.0M | 12.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $2.7M | 8.2% | |
| Fidelity Low-Priced Stock Mutual Funds Not Required | Mutual Funds | — | — | $2.6M | 7.8% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $2.3M | 6.9% | |
| BLACKROCK RUSSELL 1000 VALUE R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $1.9M | 5.7% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $1.8M | 5.6% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $1.5M | 4.4% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $1.1M | 3.4% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $1.1M | 3.3% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $1.1M | 3.3% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $873K | 2.7% | |
| Empower T. Rowe Price Mid Cap Gr Inst Mutual Funds Not Required | Other securities | — | — | $769K | 2.3% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $664K | 2.0% | |
| Fidelity US Bond Index Mutual Funds Not Required | Mutual Funds | — | — | $658K | 2.0% | |
| MFS International Growth R6 Mutual Funds Not Required | Mutual Funds | — | — | $652K | 2.0% | |
| Fidelity Government Income Mutual Funds Not Required | Mutual Funds | — | — | $621K | 1.9% | |
| Fidelity International Index Mutual Funds Not Required | Mutual Funds | — | — | $419K | 1.3% | |
| Fidelity Advisor Asset Manager 20% Z Mutual Funds Not Required | Mutual Funds | — | — | $376K | 1.1% | |
| American Century Small Cap Growth R6 Mutual Funds Not Required | Other securities | — | — | $342K | 1.0% | |
| Participant Loans 4.25% - 9.50% Not Required | Bonds / Notes | — | — | $327K | 1.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 004 | Common Collective Trust | — | — | $319K | 1.0% | |
| American Funds Fundamental Investors R6 Mutual Funds Not Required | Mutual Funds | — | — | $312K | 0.9% | |
| State Street Global Eq ex-US Index K Mutual Funds Not Required | Other securities | — | — | $261K | 0.8% | |
| Fidelity Small Cap Index Mutual Funds Not Required | Mutual Funds | — | — | $260K | 0.8% | |
| PIMCO Income Instl Mutual Funds Not Required | Mutual Funds | — | — | $256K | 0.8% | |
| Fidelity Emerging Markets Index Mutual Funds Not Required | Mutual Funds | — | — | $216K | 0.7% | |
| BLACKROCK RUSSELL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $205K | 0.6% | |
| BLACKROCK MIDCAP EQUITY GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $172K | 0.5% | |
| American Funds New Perspective R6 Mutual Funds Not Required | Mutual Funds | — | — | $160K | 0.5% | |
| Fidelity Real Estate Index Mutual Funds Not Required | Mutual Funds | — | — | $43K | 0.1% | |
| Schwab SBD Cash Not Required 33 Corporate Stock Corporate Stock Not Required | Mutual Funds | — | — | $23K | <0.1% | |
| PIMCO CommoditiesPLUS Strategy Instl Mutual Funds Not Required | Mutual Funds | — | — | $18K | <0.1% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $15K | <0.1% | |
| PGIM High-Yield R6 Mutual Funds Not Required | Other securities | — | — | $6K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Funds Not Required | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES | — | BLACKLICK, OH | TPA | $10K | — |
