BETH Parker signed Electrosonic Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electrosonic Inc.'s EIN is 41-0989729.
Download the official 2024 Form 5500 (PDF) for Electrosonic Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electrosonic Inc.'s plan includes a 401(k) feature, a default investment (QDIA), 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 | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $38K | — |
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 - | Common Collective Trusts | — | — | $2.1M | 13.1% | |
| party * Fidelity Freedom 2030 Mutual Funds - | Mutual Funds | — | — | $2.0M | 12.4% | |
| Fidelity Freedom 2050 Mutual Funds - | Mutual Funds | — | — | $1.3M | 8.2% | |
| Fidelity Freedom 2035 Mutual Funds - | Mutual Funds | — | — | $1.2M | 7.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $965K | 6.0% | |
| Fidelity Freedom 2025 Mutual Funds - | Mutual Funds | — | — | $924K | 5.7% | |
| Fidelity Freedom 2020 Mutual Funds - | Mutual Funds | — | — | $852K | 5.3% | |
| JP Morgan Large Cap Growth Mutual Funds - | Other securities | — | — | $782K | 4.8% | |
| Fidelity Freedom 2045 Mutual Funds - | Mutual Funds | — | — | $740K | 4.6% | |
| Fidelity Freedom 2055 Mutual Funds - | Mutual Funds | — | — | $625K | 3.9% | |
| Fidelity Global ex US Index Mutual Funds - | Mutual Funds | — | — | $624K | 3.8% | |
| Fidelity Freedom 2065 Mutual Funds - | Mutual Funds | — | — | $529K | 3.3% | |
| Dodge & Cox Income I Mutual Funds - | Mutual Funds | — | — | $462K | 2.8% | |
| MFS Value Mutual Funds - | Mutual Funds | — | — | $447K | 2.8% | |
| Fidelity Small Cap Index Mutual Funds - | Mutual Funds | — | — | $422K | 2.6% | |
| MFS International Diversification Mutual Funds - | Mutual Funds | — | — | $388K | 2.4% | |
| Fidelity Freedom 2060 Mutual Funds - | Mutual Funds | — | — | $284K | 1.8% | |
| Fidelity Freedom 2040 Mutual Funds - | Mutual Funds | — | — | $271K | 1.7% | |
| MGL Mid Cap Growth Mutual Funds - | Other securities | — | — | $250K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds - | Mutual Funds | — | — | $212K | 1.3% | |
| Baron Small Cap Institutional Mutual Funds - | Other securities | — | — | $207K | 1.3% | |
| MFS Mid Cap Value Mutual Funds - | Mutual Funds | — | — | $190K | 1.2% | |
| Participant Loans Various Maturity dates with interest - | Participant loans | — | — | $122K | 0.8% | |
| Franklin Small Cap Value Mutual Funds - | Mutual Funds | — | — | $66K | 0.4% | |
| Fidelity Freedom Inc Mutual Funds - | Mutual Funds | — | — | $50K | 0.3% | |
| Franklin US Govt. Securities Mutual Funds - | Mutual Funds | — | — | $43K | 0.3% | |
| Fidelity Freedom 2010 Mutual Funds - | Mutual Funds | — | — | $35K | 0.2% | |
| Fidelity Govt. Market Mutual Funds - | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom 2015 Mutual Funds - | Mutual Funds | — | — | $3K | <0.1% | |
| Batch Number Transaction Total 1-EMPLOYEE 2-ROTH 3-EMPLOYER Cash Amount DEFERRAL MATCH Total 0 | Cash / Money Market | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
