Ashley Jacobs signed Power/Mation Division, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power/Mation Division, Inc.'s EIN is 41-0848859.
Download the official 2023 Form 5500 (PDF) for Power/Mation Division, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Power/Mation Division, Inc.'s plan includes automatic enrollment, a default investment (QDIA), a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
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 | -$19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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 Blue Chip Growth K6 Mutual Fund N/R | Mutual Funds | — | — | $7.0M | 21.5% | |
| T. Rowe Price Dividend Growth Adv Mutual Fund N/R | Other securities | — | — | $2.6M | 7.9% | |
| Fidelity Contrafund K6 Mutual Fund N/R | Mutual Funds | — | — | $2.4M | 7.4% | |
| Advantage Fund * Fidelity 500 Index Mutual Fund N/R | Common Collective Trusts | — | — | $1.8M | 5.7% | |
| Fidelity Freedom 2055 Fund Mutual Fund N/R | Mutual Funds | — | — | $1.7M | 5.2% | |
| Fidelity Freedom 2050 Fund Mutual Fund N/R | Mutual Funds | — | — | $1.5M | 4.7% | |
| Fidelity Freedom 2030 Fund Mutual Fund N/R | Mutual Funds | — | — | $1.5M | 4.6% | |
| Fidelity Managed Income Portfolio Common Collective Trust N/R | Common Collective Trusts | — | — | $1.3M | 4.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Putnam Large Cap Value R1 Common Collective Trust N/R | Common Collective Trusts | — | — | $1.3M | 4.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 4.0% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.9% | |
| Fidelity Freedom 2040 Fund Mutual Fund N/R | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity Investment Grade Bond Fund Mutual Fund N/R | Mutual Funds | — | — | $1.0M | 3.2% | |
| Fidelity Balanced Fund Mutual Fund N/R | Mutual Funds | — | — | $947K | 2.9% | |
| R1 Allspring Special Small Cap Value Mutual Fund N/R | Other securities | — | — | $924K | 2.8% | |
| Fidelity Freedom 2025 Fund Mutual Fund N/R | Mutual Funds | — | — | $889K | 2.7% | |
| Fidelity Freedom 2045 Fund Mutual Fund N/R | Mutual Funds | — | — | $849K | 2.6% | |
| Fidelity Global ex US Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $567K | 1.7% | |
| Fidelity Mid-Cap Index Premium Mutual Fund N/R | Mutual Funds | — | — | $521K | 1.6% | |
| Fidelity Freedom 2035 Fund Mutual Fund N/R | Mutual Funds | — | — | $496K | 1.5% | |
| Fidelity Freedom 2060 Fund Mutual Fund N/R | Mutual Funds | — | — | $473K | 1.5% | |
| Fund Class K6 * Fidelity Small Cap Index Premium Mutual Fund N/R | Mutual Funds | — | — | $441K | 1.4% | |
| Fidelity Freedom 2020 Fund Mutual Fund N/R | Mutual Funds | — | — | $385K | 1.2% | |
| Fund * Lazard Emerging Markets Equity Common Collective Trust N/R | Common Collective Trusts | — | — | $378K | 1.2% | |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY · EIN 26-3783871 / PN 938 | Common Collective Trust | — | — | $378K | 1.2% | |
| Fidelity US Bond Index Mutual Fund N/R | Mutual Funds | — | — | $302K | 0.9% | |
| Participant Loans Maturities varying from 0 to 5 years and $0 | Participant loans | — | — | $220K | 0.7% | |
| Fidelity Freedom 2065 Fund Mutual Fund N/R | Mutual Funds | — | — | $214K | 0.7% | |
| Loomis Small Cap Growth N Mutual Fund N/R | Other securities | — | — | $110K | 0.3% | |
| Pimco Income Institutional Fund Mutual Fund N/R | Mutual Funds | — | — | $84K | 0.3% | |
| Fidelity Freedom 2010 Fund Mutual Fund N/R | Mutual Funds | — | — | $40K | 0.1% | |
| Victory Trivalent International Small- Mutual Fund N/R | Other securities | — | — | $40K | 0.1% | |
| Cap Fund Class A * Fidelity Government Money Market Money Market Fund N/R | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Freedom Income Fund Mutual Fund N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
