JON Mueller signed Power TEST, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power TEST, LLC's EIN is 39-1562231.
Download the official 2024 Form 5500 (PDF) for Power TEST, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Power TEST, LLC'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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $66K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | Mutual Funds | — | — | $2.4M | 14.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 12.6% | |
| Associated Trust Company Conservative Balanced Lifestage Fund | Common Stocks | — | — | $1.7M | 10.5% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $1.7M | 10.5% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.1% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| Goldman Sachs Growth Opportunity Fund | Other securities | — | — | $1.0M | 6.5% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $847K | 5.2% | |
| Dodge and Cox Stock Fund | Mutual Funds | — | — | $801K | 5.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $684K | 4.2% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $648K | 4.0% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $610K | 3.8% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $608K | 3.8% | |
| Wasatch Small Cap Growth Fund | Other securities | — | — | $506K | 3.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $479K | 3.0% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $430K | 2.7% | |
| American Funds New World Fund | Mutual Funds | — | — | $295K | 1.8% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $285K | 1.8% | |
| Vanguard Small-Cap Val Ind Fd Adm Cl | Mutual Funds | — | — | $135K | 0.8% | |
| Participants 5.25% to 10.50%; maturing through June 2038 - | Bonds / Notes | — | — | $104K | 0.6% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
