Barbara Rockwell signed Advanced Cooling Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Cooling Technologies, Inc.'s EIN is 57-1146896.
Download the official 2024 Form 5500 (PDF) for Advanced Cooling Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Cooling Technologies, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $3.5M | 21.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.1M | 13.0% | |
| GREAT GRAY TRUST AMERICAN FDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.9M | 11.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.7M | 10.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.5M | 8.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| GREAT GRAY TRUST AMERICAN FDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.0M | 6.2% | |
| Registered Investment Companies JPMorgan Large Cap Growth R6 | Other securities | — | — | $553K | 3.4% | |
| GREAT GRAY TRUST AMERICAN FDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $497K | 3.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $472K | 2.9% | |
| GREAT GRAY TRUST AMERICAN FDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $443K | 2.7% | |
| GREAT GRAY TRUST AMERICAN FDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $294K | 1.8% | |
| GREAT GRAY TRUST AMERICAN FDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $213K | 1.3% | |
| Participant Loans 3.49% to 9.50% | Bonds / Notes | — | — | $176K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | — | $152K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $137K | 0.8% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $130K | 0.8% | |
| Virtus Investment Virtus Kar Mid Cap Core R6 | Other securities | — | — | $89K | 0.5% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $78K | 0.5% | |
| MFS Investment Management MFS International Growth R6 | Mutual Funds | — | — | $68K | 0.4% | |
| Victory Capital Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $63K | 0.4% | |
| Investment Contract with Insurance Company * EI Fixed Account - Series Class I 1.41% | Bonds / Notes | — | — | $34K | 0.2% | |
| Empower S&P Small Cap 600 Index Inst | Other securities | — | — | $33K | 0.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $22K | 0.1% | |
| Hartford Funds Hartford Dividend And Growth R6 | Other securities | — | — | $22K | 0.1% | |
| Fidelity Mid Cap Stock K | Mutual Funds | — | — | $20K | 0.1% | |
| Fidelity Advisor Stock Selector Sm Cp Z | Mutual Funds | — | — | $17K | 0.1% | |
| JPMorgan US Equity R6 | Other securities | — | — | $10K | <0.1% | |
| American Funds American Funds American Hi Inc Tr R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Federated Hermes Federated Hermes Clover Small Val Fd R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
