Kathleen Dickson signed A-TEK, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A-TEK, Inc.'s EIN is 54-1783662.
Download the official 2024 Form 5500 (PDF) for A-TEK, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A-TEK, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $2.6M | 13.7% | |
| s * Fidelity Freedom Index 2040 IPR Fund | Mutual Funds | — | — | $2.4M | 12.5% | |
| T. Rowe Price Large Cap Growth Fund | Other securities | — | — | $2.1M | 10.8% | |
| TRP LRG CAP GR TR E T. ROWE PRICE TRUST COMPANY · EIN 37-1943656 / PN 001 | Common Collective Trust | — | — | $2.1M | 10.8% | |
| Fidelity Freedom Index 2045 IPR Fund | Mutual Funds | — | — | $1.4M | 7.5% | |
| BlackRock Advantage SMID Cap Fund | Other securities | — | — | $1.2M | 6.6% | |
| Fidelity Freedom Index 2030 IPR Fund | Mutual Funds | — | — | $1.1M | 5.7% | |
| Fidelity Freedom Index 2050 IPR Fund | Mutual Funds | — | — | $1.1M | 5.7% | |
| Invesco Stable Value Trust Fund | Stable Value | — | — | $1.0M | 5.5% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.5% | |
| State Street RSL Small/Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $879K | 4.6% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $879K | 4.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $777K | 4.1% | |
| MEIKX Value Fund | Other securities | — | — | $741K | 3.9% | |
| Fidelity Freedom Index 2035 IPR Fund | Mutual Funds | — | — | $730K | 3.8% | |
| Fidelity Freedom Index 2055 IPR Fund | Mutual Funds | — | — | $573K | 3.0% | |
| participant accounts | Other securities | — | — | $494K | 2.6% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $288K | 1.5% | |
| Fidelity Freedom Index 2025 IPR Fund | Mutual Funds | — | — | $282K | 1.5% | |
| Fidelity Freedom Index 2060 IPR Fund | Mutual Funds | — | — | $254K | 1.3% | |
| Fidelity Freedom Index 2020 IPR Fund | Mutual Funds | — | — | $250K | 1.3% | |
| State Street Global All Cap Equity ex-US Index Fund | Common Collective Trusts | — | — | $210K | 1.1% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $210K | 1.1% | |
| PRU CORE BOND 7 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 125 | Common Collective Trust | — | — | $191K | 1.0% | |
| PIMCO Income Fund | Mutual Funds | — | — | $152K | 0.8% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $132K | 0.7% | |
| Fidelity Freedom Index 2065 IPR Fund | Mutual Funds | — | — | $85K | 0.4% | |
| State Street US Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $32K | 0.2% | |
| SS US INFL PROT BD C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
