Ashlee Davis signed E.I. Microcircuits, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E.I. Microcircuits, Inc.'s EIN is 41-1496497.
Download the official 2024 Form 5500 (PDF) for E.I. Microcircuits, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E.I. Microcircuits, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Growth Opportunities R6 Mutual fund N/A | Mutual Funds | — | — | $4.9M | 15.6% | |
| Fidelity 500 Index Mutual fund N/A | Common Collective Trusts | — | — | $3.6M | 11.6% | |
| Wilmington Trst Franklin SMC val cit Common collective trust N/A | Common Collective Trusts | — | — | $2.1M | 6.7% | |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2.1M | 6.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.0M | 6.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.7M | 5.3% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.5M | 4.6% | |
| Empower Guaranteed Account * Key Guaranteed Portfolio Fund Fixed annuity contract N/A | Other securities | — | — | $1.4M | 4.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 3.9% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 001 | Common Collective Trust | — | — | $953K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $933K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $846K | 2.7% | |
| Fidelity Mid Cap Index Mutual fund N/A | Mutual Funds | — | — | $828K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $815K | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $769K | 2.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $664K | 2.1% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 001 | Common Collective Trust | — | — | $588K | 1.9% | |
| PUTNAM RETIREMENT ADV MATUR FUND XA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $526K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $480K | 1.5% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $470K | 1.5% | |
| Fidelity Small Cap Index Mutual fund N/A | Mutual Funds | — | — | $469K | 1.5% | |
| Fidelity International Index Mutual fund N/A | Mutual Funds | — | — | $467K | 1.5% | |
| CORE PLUS BOND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $415K | 1.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $266K | 0.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $214K | 0.7% | |
| PGIM High-Yield R6 Mutual fund N/A | Other securities | — | — | $211K | 0.7% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 001 | Common Collective Trust | — | — | $176K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual fund N/A | Other securities | — | — | $118K | 0.4% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | Mutual Funds | — | — | $55K | 0.2% | |
| PGIM Global Total Return r6 Mutual fund N/A | Other securities | — | — | $41K | 0.1% | |
| Fidelity US Bond Index Mutual fund N/A | Mutual Funds | — | — | $33K | 0.1% | |
| Fidelity Emerging Markets Index Mutual fund N/A | Mutual Funds | — | — | $21K | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4094462 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
