Dan Connor signed Power Systems & Controls, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Power Systems & Controls, Inc.'s EIN is 54-0790452.
Download the official 2023 Form 5500 (PDF) for Power Systems & Controls, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Power Systems & Controls, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISORY | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Power Systems & Controls Inc. 15,873 shares | Common Stocks | — | $1.9M | $6.4M | 64.5% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $584K | 5.9% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $456K | 4.6% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $305K | 3.1% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $281K | 2.8% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $230K | 2.3% | |
| Investment Contracts * Principal Fixed Income Guaranteed Option Fully Benefit Responsive Investment Contract | Other securities | — | — | $197K | 2.0% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $156K | 1.6% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $139K | 1.4% | |
| JP Morgan Equity Inc R5 Fund Mutual Fund | Mutual Funds | — | — | $133K | 1.3% | |
| Vanguard Growth and Income Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $130K | 1.3% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $108K | 1.1% | |
| Brown Advisory Sustainable Growth Fund Mutual Fund | Other securities | — | — | $104K | 1.1% | |
| Cash Wells Fargo Bank, N.A. Interest bearing cash | Cash / Money Market | — | $94K | $94K | 1.0% | |
| Notes receivable from participants Various maturities and interest rates | Other securities | — | — | $75K | 0.8% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $72K | 0.7% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $64K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID INC CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $49K | 0.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $37K | 0.4% | |
| American Fund New Perspective Fund R6 Mutual Fund | Other securities | — | — | $34K | 0.3% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $28K | 0.3% | |
| JPMorgan Small Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | 0.1% | |
| American Fund Balanced Fund of America R6 Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund ** 149 Fidelity Small Cap Index Fund Mutual Fund ** 153 Fidelity Advisor International Growth I Fund Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| American Century Small Cap Value Fund Mutual Fund ** 877 * Principal Real Estate Securities Institutional Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Franklin Utilities Fund Advisor Class Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Reliance Trust Company Non-interest bearing cash | Cash / Money Market | — | $1K | $1K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2010 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.