Lindsey Key signed Automated Conveyor Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Automated Conveyor Systems, Inc.'s EIN is 54-0991574.
Download the official 2024 Form 5500 (PDF) for Automated Conveyor Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Automated Conveyor Systems, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.2M | 15.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.9M | 9.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 9.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 8.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 6.0% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $1.1M | 5.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $987K | 4.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $913K | 4.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $878K | 4.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $870K | 4.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $828K | 4.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $800K | 4.0% | |
| Participant Loans Various maturities, interest rate: 5.25% - 10.50% - | Bonds / Notes | — | — | $504K | 2.5% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $482K | 2.4% | |
| Invesco Discovery Mid Cap Growth Fund R6 | Mutual Funds | — | — | $446K | 2.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $436K | 2.2% | |
| BlackRock Total Return Fund K | Other securities | — | — | $433K | 2.1% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $372K | 1.8% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $277K | 1.4% | |
| Principal Trust Company Small Cap Growth I Fund R6 | Common Stocks | — | — | $247K | 1.2% | |
| MFS New Discovery Value Fund R6 | Mutual Funds | — | — | $247K | 1.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $213K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $145K | 0.7% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $64K | 0.3% | |
| Principal Trust Company Real Estate Securities Fund R6 | Common Stocks | — | — | $46K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $12K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | 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.
