Autumn Communications' EIN is 45-4281919.
Download the official 2024 Form 5500 (PDF) for Autumn Communications from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Autumn Communications' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Bank & Trust Company American Funds 2060 Target Date R3 | Mutual Funds | — | — | $908K | 23.4% | |
| Capital Bank & Trust Company American Funds 2045 Target Date R3 | Mutual Funds | — | — | $696K | 18.0% | |
| Capital Bank & Trust Company American Funds 2050 Target Date R3 | Mutual Funds | — | — | $520K | 13.4% | |
| Capital Bank & Trust Company American Funds 2055 Target Date R3 | Mutual Funds | — | — | $452K | 11.7% | |
| Capital Bank & Trust Company American Funds 2065 Target Date R3 | Mutual Funds | — | — | $192K | 4.9% | |
| Capital Bank & Trust Company Growth Fund of America R3 | Common Stocks | — | — | $157K | 4.1% | |
| Capital Bank & Trust Company New World Fund R3 ** 189 * Capital Bank & Trust Company American Funds 2030 Target Date R3 | Mutual Funds | — | — | $134K | 3.4% | |
| s * Capital Bank & Trust Company Washington Mutual Investors Fund R3 | Mutual Funds | — | — | $69K | 1.8% | |
| Capital Bank & Trust Company Capital Preservation | Common Stocks | — | — | $49K | 1.3% | |
| Participant loans Interest rate 5.25% -0- | Bonds / Notes | — | — | $48K | 1.2% | |
| Capital Bank & Trust Company Small Cap World Fund R3 | Common Stocks | — | — | $41K | 1.1% | |
| Capital Bank & Trust Company American Funds 2040 Target Date R3 | Mutual Funds | — | — | $30K | 0.8% | |
| Capital Bank & Trust Company Fundamental Investors R3 | Common Stocks | — | — | $28K | 0.7% | |
| Capital Bank & Trust Company New Perspective Fund R3 | Common Stocks | — | — | $27K | 0.7% | |
| Capital Bank & Trust Company Capital Income Builder R3 | Common Stocks | — | — | $19K | 0.5% | |
| Capital Bank & Trust Company The Income Fund of America R3 | Common Stocks | — | — | $9K | 0.2% | |
| Capital Bank & Trust Company Eupac Fund R3 | Common Stocks | — | — | $5K | 0.1% | |
| Capital Bank & Trust Company Amcap Fund R3 ** 887 * Capital Bank & Trust Company The Investment Company of America R3 | Common Stocks | — | — | $4K | 0.1% | |
| Capital Bank & Trust Company The New Economy Fund R3 | Common Stocks | — | — | $2K | <0.1% | |
| Capital Bank & Trust Company American Balanced Fund R3 | Common Stocks | — | — | $2K | <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 |
|---|---|---|---|---|---|
| MIDWEST PENSION ACTUARIES, INC. | 38-2065641 | FARMINGTON HILLS, MI | TPA | $175 | — |
