Sarah Geiser signed Advanced Integration Technology LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Integration Technology LP's EIN is 47-2414568.
Download the official 2024 Form 5500 (PDF) for Advanced Integration Technology LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Integration Technology LP's plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, 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 | -$66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | CONSULTANT\ADVISOR | $49K | — |
| STRATEGIC ADVISORS, INC. |
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 Freedom 2055 K6 | Mutual Funds | — | — | $7.7M | 13.6% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $7.5M | 13.3% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | — | $6.4M | 11.3% | |
| Fidelity Freedom 2070 K6 | Mutual Funds | — | — | $5.4M | 9.6% | |
| JPM US Small CO | Common Stocks | — | — | $4.8M | 8.5% | |
| Loomis Core PL BD AMFS Intl Divrsn R3 | Other securities | — | — | $4.2M | 7.4% | |
| Fidelity Fund | Mutual Funds | — | — | $3.3M | 5.9% | |
| MFS Value R3 | Mutual Funds | — | — | $2.5M | 4.4% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $2.1M | 3.7% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $1.9M | 3.4% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $1.1M | 2.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.0M | 1.8% | |
| Fidelity Small Cap Gr K6 | Mutual Funds | — | — | $949K | 1.7% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $796K | 1.4% | |
| Fidelity Intl Index | Mutual Funds | — | — | $707K | 1.3% | |
| Pioneer Stat Income | Other securities | — | — | $548K | 1.0% | |
| Participant notes receivable | Other securities | — | — | $525K | 0.9% | |
| MFS Mid Cap Value R4 | Mutual Funds | — | — | $463K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $448K | 0.8% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $377K | 0.7% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $246K | 0.4% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $200K | 0.4% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $167K | 0.3% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $167K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $154K | 0.3% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $133K | 0.2% | |
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $85K | 0.2% | |
| Pioneer Fundamental Growth | Other securities | — | — | $54K | <0.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5K | <0.1% | |
| Carillon E Mid Cap Growth I | Other securities | — | — | $4K | <0.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | — | $599 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAND GARVEY, P.C. | 75-1854024 | — | ACCOUNTANT/AUDITOR | $15K | — |
