Curtis Carlson signed Advanced Systems Engineering Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Systems Engineering Corporation's EIN is 54-1627376.
Download the official 2024 Form 5500 (PDF) for Advanced Systems Engineering Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Systems Engineering Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.8M | 16.6% | |
| PRIN LIFETIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.1M | 15.0% | |
| Fidelity Investments Fidelity 500 Index Fund N/A | Registered Investment Companies | — | — | $5.8M | 12.4% | |
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.9M | 10.3% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.3M | 7.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.3M | 7.0% | |
| Principal Life Principal Large Cap Growth N/A | Pooled Separate Accounts | — | — | $2.9M | 6.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.9M | 6.2% | |
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| Vanguard Group Vanguard Dividend Growth Inv. Fund N/A | Registered Investment Companies | — | — | $1.3M | 2.7% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/A | Registered Investment Companies | — | — | $996K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $885K | 1.9% | |
| American Funds World Growth and Income Fund R6 N/A | Registered Investment Companies | — | — | $847K | 1.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/A | Registered Investment Companies | — | — | $646K | 1.4% | |
| Vanguard Group Vanguard Windsor Admiral Fund N/A | Registered Investment Companies | — | — | $633K | 1.3% | |
| Fidelity Investments Fidelity International Index Fund N/A | Registered Investment Companies | — | — | $419K | 0.9% | |
| Vanguard Group Vanguard Total Bond Market Index Adm. Fund N/A | Registered Investment Companies | — | — | $416K | 0.9% | |
| Principal Life Principal Fixed Income Guaranteed Option N/A | Insurance Contracts | — | — | $345K | 0.7% | |
| Fidelity Investments US Bond Index Fund N/A | Registered Investment Companies | — | — | $342K | 0.7% | |
| Vanguard Group Small Cap Growth Index Adm. Fund N/A | Registered Investment Companies | — | — | $334K | 0.7% | |
| Vanguard Group Vanguard LT Treasury Admiral Fund N/A | Registered Investment Companies | — | — | $250K | 0.5% | |
| Vanguard Group Vanguard Wellesley Income Admiral Fund N/A | Registered Investment Companies | — | — | $248K | 0.5% | |
| American Funds EuroPacific Growth Fund R6 N/A | Registered Investment Companies | — | — | $247K | 0.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $227K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $196K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $184K | 0.4% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $136K | 0.3% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $135K | 0.3% | |
| Vanguard Group Vanguard Real Estate Index Adm. Fund N/A | Registered Investment Companies | — | — | $107K | 0.2% | |
| Vanguard Group Vanguard Energy Admiral Fund N/A | Registered Investment Companies | — | — | $82K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $49K | 0.1% | |
| Ivy Investment Mgt. Co. Macquarie Natural Res. R6 N/A | Registered Investment Companies | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SIGNATURE ESTATE & INVESTMT ADVISOR | 95-4806910 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATTHEWS, CARTER & BOYCE | 54-1487262 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC. | 13-3601506 | FAIRFAX, VA | OTHER SERVICES | $0 | — |
