JILL Simmons signed Applied Engineering Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Engineering Solutions, Inc.'s EIN is 57-1069096.
Download the official 2024 Form 5500 (PDF) for Applied Engineering Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Engineering Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | — | RALEIGH, NC | SERVICE PROVIDER | $12K | — |
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 Registered Investment Company | Common Collective Trusts | — | — | $2.8M | 14.3% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | Common Stocks | — | — | $2.5M | 12.6% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | Common Stocks | — | — | $2.3M | 12.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $1.7M | 8.5% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | Common Stocks | — | — | $1.6M | 8.3% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | Common Stocks | — | — | $1.3M | 6.5% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | Common Stocks | — | — | $1.3M | 6.5% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | Common Stocks | — | — | $1.2M | 6.3% | |
| Voya Fixed Account (4450) Insurance Company General Account | Common Stocks | — | — | $820K | 4.2% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | Common Stocks | — | — | $801K | 4.1% | |
| Fid US Bd Id Fd Registered Investment Company | Mutual Funds | — | — | $469K | 2.4% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | Common Stocks | — | — | $416K | 2.1% | |
| MFS LARGE CAP VALUE CIT - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $359K | 1.8% | |
| Fidelity Intl Index Fnd Registered Investment Company | Mutual Funds | — | — | $329K | 1.7% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | Common Stocks | — | — | $242K | 1.2% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | Common Collective Trusts | — | — | $211K | 1.1% | |
| Principal SCp Growth Fd I R6 Registered Investment Company | Common Stocks | — | — | $206K | 1.1% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | Bonds / Notes | — | — | $177K | 0.9% | |
| GG TRUST EUROPACIFIC GROWTH - FEE C GREAT GRAY TRUST COMPANY, LLC · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $173K | 0.9% | |
| FIDELITY CIT FIAM CORE PLUS COMMING FIDELITY FUNDS · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $160K | 0.8% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | Common Stocks | — | — | $102K | 0.5% | |
| MFS MID CAP GROWTH FUND - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $68K | 0.4% | |
| (Held at End of Year) APPLIED ENGINEERING SOLUTIONS INC 401K PLAN EIN#57-1069096 Plan# 001 Vangrd Trgt Retire Inc Fd Registered Investment Company | Common Stocks | — | — | $61K | 0.3% | |
| MFS MID CAP VALUE FUND - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $50K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
