Nathan Mueller signed Automatic Equipment Mfg. Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Automatic Equipment Mfg. Co.'s EIN is 47-0521127.
Download the official 2024 Form 5500 (PDF) for Automatic Equipment Mfg. Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Automatic Equipment Mfg. Co.'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $2K | — |
| CHARLES SCHWAB & CO INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.5M | 16.9% | |
| Eqty Vanguard Balanced Index Fd Admiral Mutual Fund | Mutual Funds | — | — | $691K | 7.6% | |
| T. Rowe Price Growth Stock Fd Mutual Fund | Other securities | — | — | $583K | 6.4% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | Mutual Funds | — | — | $578K | 6.3% | |
| JPMorgan Equity Income Mutual Fund | Other securities | — | — | $486K | 5.3% | |
| BNY Mellon International Stock Fund Mutual Fund | Other securities | — | — | $432K | 4.7% | |
| Oakmark Intl Fd Inst Mutual Fund | Other securities | — | — | $391K | 4.3% | |
| MFS Mass Inv Growth Stock Mutual Fund | Mutual Funds | — | — | $377K | 4.1% | |
| American Beacon Lg Cap Value Mutual Fund | Other securities | — | — | $374K | 4.1% | |
| Delaware Emerging Mkts Fund Mutual Fund | Other securities | — | — | $360K | 3.9% | |
| Fidelity Advisor Intl S/C Z Mutual Fund | Mutual Funds | — | — | $343K | 3.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $329K | 3.6% | |
| Admiral Vanguard Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $317K | 3.5% | |
| Participant Loans Notes Receivable from | Participant loans | — | — | $287K | 3.1% | |
| T. Rowe Price Qm US Sm Cap Gwth Mutual Fund | Other securities | — | — | $249K | 2.7% | |
| PIMCO Incm Fd Inst Mutual Fund | Mutual Funds | — | — | $243K | 2.7% | |
| PIMCO Total Return Fund Instl Class Mutual Fund ** 162 Sterling Capital Total Return Bd Mutual Fund | Mutual Funds | — | — | $237K | 2.6% | |
| Janus Henderson Glbl Real Estate Mutual Fund | Mutual Funds | — | — | $222K | 2.4% | |
| Vanguard Total Bond Mkt Index Adm Mutual Fund | Mutual Funds | — | — | $217K | 2.4% | |
| Inst PIMCO Mortgage Opportunities Mutual Fund | Mutual Funds | — | — | $135K | 1.5% | |
| Janus Henderson Flexible Bd Fd Mutual Fund | Mutual Funds | — | — | $131K | 1.4% | |
| Vanguard Inflation Protected Sec Mutual Fund | Mutual Funds | — | — | $104K | 1.1% | |
| Fidelity Short Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $83K | 0.9% | |
| Vanguard Emerging Markets Bond Fd Mutual Fund | Mutual Funds | — | — | $69K | 0.8% | |
| Charles Schwab Bank Money Market | Mutual Funds | — | — | $68K | 0.7% | |
| Goldman Sachs Short Mutual Fund | Other securities | — | — | $67K | 0.7% | |
| Blackrock High Yield Bd Port Mutual Fund | Other securities | — | — | $56K | 0.6% | |
| PIMCO Intl Bond US Dollar Hedge Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| Cash | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TRUSTEE |
| $41K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCMILLEN COMPANY, P.C. | 47-0750894 | — | AUDITOR | $16K | — |
