Ryan Waldron signed ASM Research LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ASM Research LLC's EIN is 54-1385056.
Download the official 2024 Form 5500 (PDF) for ASM Research LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ASM Research LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $236K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $26.2M | 10.9% | |
| Fidelity Freedom Index 2045 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $18.4M | 7.7% | |
| Fidelity Freedom Index 2035 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $17.0M | 7.1% | |
| Fidelity Freedom Index 2050 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $15.4M | 6.4% | |
| Principal Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $15.1M | 6.3% | |
| Fidelity Freedom Index 2030 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $13.4M | 5.6% | |
| Fidelity Freedom Index 2040 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $13.3M | 5.5% | |
| Fidelity Freedom Index 2025 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $13.2M | 5.5% | |
| Fidelity Blue Chip Growth K FD Mutual fund | Mutual Funds | — | — | $12.4M | 5.2% | |
| Fidelity Freedom Index 2055 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $10.6M | 4.4% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $7.6M | 3.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $7.1M | 2.9% | |
| Fidelity Mid CP Index Fund Mutual fund | Common Collective Trusts | — | — | $5.9M | 2.5% | |
| American Funds EuroPacific Growth R5 Fund Mutual fund | Mutual Funds | — | — | $5.8M | 2.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $5.3M | 2.2% | |
| Fidelity Freedom Index 2060 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $4.9M | 2.1% | |
| American Funds New Perspective R6 Fund Mutual fund | Mutual Funds | — | — | $4.9M | 2.0% | |
| Fidelity Freedom Index 2020 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $4.8M | 2.0% | |
| Fidelity SM Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $4.7M | 1.9% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $4.5M | 1.9% | |
| maturing at various dates, secured by participant account balance | Other securities | — | — | $3.7M | 1.6% | |
| American Funds New World R6 Fund Mutual fund | Mutual Funds | — | — | $3.5M | 1.5% | |
| Fidelity Freedom Index 2015 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $3.0M | 1.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $3.0M | 1.2% | |
| PGIM High Yield R6 Fund Mutual fund | Other securities | — | — | $2.7M | 1.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $2.7M | 1.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.1M | 0.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.9M | 0.8% | |
| Fidelity Freedom Index 2065 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $1.6M | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.4M | 0.6% | |
| Fidelity Freedom Index Income Ins Prem Fund Mutual fund | Mutual Funds | — | — | $329K | 0.1% | |
| Amana Income Institutional Fund Mutual fund | Other securities | — | — | $307K | 0.1% | |
| Fidelity Freedom Index 2010 Ins Prem Fund Mutual fund | Mutual Funds | — | — | $281K | 0.1% | |
| Self Directed Brokerage acct Mutual fund | Self-Directed Brokerage | — | — | $212K | <0.1% | |
| Vanguard Fed Money Mrkt Inv FD Mutual fund | Mutual Funds | — | — | $117K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $164K | — |
| OSAIC FA, INC. | 35-1151034 | — | INVESTMENT ADVISORY | $39K | — |
