Shelley Zonts signed Advance Turning & Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advance Turning & Manufacturing, Inc.'s EIN is 38-1994646.
Download the official 2024 Form 5500 (PDF) for Advance Turning & Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advance Turning & Manufacturing, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | RECORDKEEPER | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $9.8M | 38.2% | |
| T. Rowe Price | Other securities | — | — | $4.7M | 18.6% | |
| Janus Henderson | Mutual Funds | — | — | $3.1M | 12.0% | |
| Vanguard | Mutual Funds | — | — | $2.3M | 9.2% | |
| BNY Mellon | Other securities | — | — | $1.3M | 4.9% | |
| BNY Mellon | Other securities | — | — | $895K | 3.5% | |
| Charles Schwab | Mutual Funds | — | — | $856K | 3.4% | |
| American Century | Other securities | — | — | $619K | 2.4% | |
| Carillon ClariVest | Other securities | — | — | $570K | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $473K | 1.9% | |
| Participants | Other securities | — | — | $268K | 1.0% | |
| Franklin | Mutual Funds | — | — | $262K | 1.0% | |
| Charles Schwab | Mutual Funds | — | — | $130K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $85K | 0.3% | |
| T. Rowe Price | Other securities | — | — | $68K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $58K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $25K | <0.1% | |
| Charles Schwab | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| DILLON AND ASSOCIATES | 38-2772510 | — | ADVISOR | $82K | — |
