Shirley Horner signed Electronic Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electronic Systems Inc.'s EIN is 46-0357074.
Download the official 2024 Form 5500 (PDF) for Electronic Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electronic Systems 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.8M | 26.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.0M | 14.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL 987 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $492K | 7.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $449K | 6.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $391K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $330K | 4.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $326K | 4.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $298K | 4.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $253K | 3.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $243K | 3.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $219K | 3.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $214K | 3.1% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $180K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $126K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $120K | 1.7% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $100K | 1.4% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $98K | 1.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $93K | 1.3% | |
| PRINCIPAL MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $65K | 0.9% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $60K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $49K | 0.7% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $32K | 0.5% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACCOUNTANT |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
