LORI Kalata signed Antenna Research Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Antenna Research Associates, Inc.'s EIN is 52-0784035.
Download the official 2024 Form 5500 (PDF) for Antenna Research Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Antenna Research Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund (1) | Mutual Funds | — | — | $2.1M | 13.3% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $1.7M | 11.2% | |
| Vanguard Target Retirement 2025 Fund (1) | Mutual Funds | — | — | $1.5M | 9.9% | |
| T. Rowe Price T. Rowe Price Large-Cap Growth Trust (1) | Other securities | — | — | $1.5M | 9.4% | |
| TRP LRG CAP GR TR E T. ROWE PRICE TRUST COMPANY · EIN 37-1943656 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.4% | |
| Vanguard Target Retirement 2030 Fund (1) | Mutual Funds | — | — | $1.2M | 7.6% | |
| Vanguard Target Retirement 2055 Fund (1) | Mutual Funds | — | — | $931K | 6.0% | |
| Vanguard Target Retirement 2040 Fund (1) | Mutual Funds | — | — | $834K | 5.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $829K | 5.3% | |
| Vanguard Target Retirement 2020 Fund (1) | Mutual Funds | — | — | $827K | 5.3% | |
| BlackRock Advantage SMID Cap Fund (1) | Other securities | — | — | $826K | 5.3% | |
| Vanguard Target Retirement 2060 Fund (1) | Mutual Funds | — | — | $569K | 3.7% | |
| Vanguard Target Retirement 2050 Fund (1) | Mutual Funds | — | — | $507K | 3.3% | |
| Vanguard Target Retirement 2045 Fund (1) | Mutual Funds | — | — | $383K | 2.5% | |
| State Street Small/Mid Cap Index Non-Lending Series Fund (1) | Common Collective Trusts | — | — | $363K | 2.3% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $363K | 2.3% | |
| Pimco Income Fund Institutional Class (1) | Mutual Funds | — | — | $346K | 2.2% | |
| PRU CORE BOND 7 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 125 | Common Collective Trust | — | — | $262K | 1.7% | |
| to 9.50%, to be repaid through 2034 – | Bonds / Notes | — | — | $248K | 1.6% | |
| MFS Value Fund (1) | Mutual Funds | — | — | $173K | 1.1% | |
| Vanguard Target Retirement 2065 Fund (1) | Mutual Funds | — | — | $128K | 0.8% | |
| State Street All Cap Equity ex-U.S. Index Non-Lending Series Fund (1) | Common Collective Trusts | — | — | $128K | 0.8% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $128K | 0.8% | |
| Fidelity Management Trust Company Self-Directed Brokerage Account (1) | Self-Directed Brokerage | — | — | $77K | 0.5% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $58K | 0.4% | |
| American Funds American Funds EuroPacific Growth Fund (1) | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Target Retirement 2070 Fund (1) 77 Vanguard Target Retirement Income Fund (1) | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund (1) | Mutual Funds | — | — | $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 |
|---|---|---|---|---|---|
| COULTER JUSTUS PC | 62-1532536 | — | ACCOUNTANT/AUDITOR | $12K | — |
