Kimberly Roberts signed Advanced Systems Development, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Systems Development, Inc.'s EIN is 52-1162498.
Download the official 2024 Form 5500 (PDF) for Advanced Systems Development, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Systems Development, Inc.'s 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower S&P 500 Index Fund Inv | Common Collective Trusts | — | — | $1.7M | 16.5% | |
| Similar Party Description of Investment Value General Investment Accounts * Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $1.3M | 12.1% | |
| Empower Bond Index Fund Inv | Common Collective Trusts | — | — | $852K | 8.1% | |
| Empower Mid Cap Value Inv | Other securities | — | — | $779K | 7.4% | |
| Pioneer Fundamental Growth A | Other securities | — | — | $655K | 6.2% | |
| PIMCO Income A | Mutual Funds | — | — | $559K | 5.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $534K | 5.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $451K | 4.3% | |
| American Funds American Funds New Perspective R3 | Mutual Funds | — | — | $436K | 4.1% | |
| Empower T Rowe Price MDCP GR Fund Inv | Mutual Funds | — | — | $398K | 3.8% | |
| Empower International Value Inv | Other securities | — | — | $394K | 3.7% | |
| Clearbridge ClearbridgeSmall Cap Growth A | Other securities | — | — | $391K | 3.7% | |
| Investco Diversified Dividend A | Other securities | — | — | $350K | 3.3% | |
| American Funds American Funds New World Fund R3 | Mutual Funds | — | — | $261K | 2.5% | |
| Investco Oppenheimer Int'l Growth A | Mutual Funds | — | — | $246K | 2.3% | |
| PIMCO Real Return A | Mutual Funds | — | — | $227K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $193K | 1.8% | |
| INVESTMENT OPTION MATURITY DATE INTEREST RATE COST OF ASSETS CURRENT VALUE 1PTRVMT | Other securities | — | $146K | $193K | 1.8% | |
| Macquarie Small Cap Value A | Other securities | — | — | $155K | 1.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $143K | 1.4% | |
| Empower Real Estate Index Fund Inv | Common Collective Trusts | — | — | $126K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $122K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $80K | 0.8% | |
| Lord Abbett Lord Abbett High Yield R4 | Mutual Funds | — | — | $64K | 0.6% | |
| DWS Enhanced Commodity Strategy A | Other securities | — | — | $39K | 0.4% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $38K | $38K | 0.4% | |
| with maturities of 1 to 5 years | Other securities | — | — | $38K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $35K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $18K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $5K | <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 |
|---|---|---|---|---|---|
| JOHN MASON | — | CHANTILLY, VA | CONSULTING | $22K | — |
