Marisa Hache signed Applied Technical Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Technical Services, LLC's EIN is 58-0976776.
Download the official 2024 Form 5500 (PDF) for Applied Technical Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Technical Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $108K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K 33,941 # | Common Collective Trusts | — | — | $23.4M | 20.6% | |
| Vanguard Total Bond Market Index Admiral 1,055,038 # | Mutual Funds | — | — | $10.0M | 8.8% | |
| Capital Group Europacific Growth SA 855,451 # | Common Stocks | — | — | $9.5M | 8.3% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $9.5M | 8.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.0M | 7.0% | |
| American Funds New World R6 100,966 # | Mutual Funds | — | — | $7.8M | 6.8% | |
| Vanguard Small Cap Index Adm 67,328 # | Mutual Funds | — | — | $7.8M | 6.8% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.1M | 4.5% | |
| American Funds New Perspective R6 71,157 # | Mutual Funds | — | — | $4.4M | 3.9% | |
| Vanguard Mid Cap Index Fund - Admiral 12,452 # | Common Collective Trusts | — | — | $4.1M | 3.6% | |
| MFS Value R6 61,591 # | Mutual Funds | — | — | $3.0M | 2.6% | |
| BLACKROCK EQUITY DIVIDEND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 840 | Pooled Separate Account | — | — | $2.6M | 2.3% | |
| Dodge & Cox Global Bond - I 243,176 # | Mutual Funds | — | — | $2.6M | 2.2% | |
| Loomis Sayles Core Plus Bond N 209,219 # | Other securities | — | — | $2.4M | 2.1% | |
| Eaton Vance Balanced I 193,192 # | Other securities | — | — | $2.3M | 2.0% | |
| Touchstone Large Cap Focused I 28,232 # | Other securities | — | — | $2.0M | 1.8% | |
| Cohen & Steers Real Estate Securities Z 112,129 # | Other securities | — | — | $1.9M | 1.7% | |
| American Funds 2045 Trgt Date Retire R6 91,205 # | Mutual Funds | — | — | $1.9M | 1.7% | |
| Loomis Sayles Inflation Protected Secs I 195,539 # | Other securities | — | — | $1.8M | 1.6% | |
| Principal MidCap Inst 33,396 # | Other securities | — | — | $1.5M | 1.3% | |
| JHancock Disciplined Value Mid Cap R6 39,425 # | Other securities | — | — | $1.1M | 0.9% | |
| Baron Small Cap R6 30,669 # | Other securities | — | — | $1.0M | 0.9% | |
| American Funds 2030 Trgt Date Retire R6 56,370 # | Mutual Funds | — | — | $975K | 0.9% | |
| JPMorgan Small Cap Equity R6 15,392 # | Other securities | — | — | $841K | 0.7% | |
| Victory Sycamore Small Company Opp R6 17,663 # | Common Stocks | — | — | $831K | 0.7% | |
| American Funds 2035 Trgt Date Retire R6 39,010 # | Mutual Funds | — | — | $743K | 0.7% | |
| American Funds 2055 Trgt Date Retire R6 27,525 # | Mutual Funds | — | — | $727K | 0.6% | |
| Janus Henderson Triton N 26,256 # | Mutual Funds | — | — | $723K | 0.6% | |
| American Funds 2025 Trgt Date Retire R6 45,929 # | Mutual Funds | — | — | $698K | 0.6% | |
| American Funds 2040 Trgt Date Retire R6 25,562 # | Mutual Funds | — | — | $526K | 0.5% | |
| American Funds 2050 Trgt Date Retire R6 24,724 # | Mutual Funds | — | — | $517K | 0.5% | |
| PGIM High-Yield R6 96,908 # | Other securities | — | — | $462K | 0.4% | |
| MFS Blended Research Mid Cap EQ R6 31,874 # | Mutual Funds | — | — | $451K | 0.4% | |
| American Funds 2060 Trgt Date Retire R6 20,211 # | Mutual Funds | — | — | $362K | 0.3% | |
| American Funds 2015 Trgt Date Retire R6 2,930 # | Mutual Funds | — | — | $36K | <0.1% | |
| American Funds 2065 Trgt Date Retire R6 1,035 # | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $114K |
| — |
