Kylie Millsaps signed Automated Systems Design, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Automated Systems Design, Inc.'s EIN is 58-1688747.
Download the official 2024 Form 5500 (PDF) for Automated Systems Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Automated Systems Design, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX 8,787 # | Common Collective Trusts | — | — | $1.8M | 17.6% | |
| FID LG CAP GR IDX 35,838 # | Common Collective Trusts | — | — | $1.4M | 13.8% | |
| FID FDM IDX 2040 IPR 38,680 # | Common Collective Trusts | — | — | $952K | 9.3% | |
| FID FDM IDX 2050 IPR 31,953 # | Common Collective Trusts | — | — | $830K | 8.1% | |
| FID FDM IDX 2035 IPR 30,993 # | Common Collective Trusts | — | — | $723K | 7.1% | |
| FID SM CAP IDX 25,972 # | Common Collective Trusts | — | — | $719K | 7.1% | |
| FID FDM IDX 2025 IPR 33,339 # | Common Collective Trusts | — | — | $619K | 6.1% | |
| FID MID CAP IDX 14,908 # | Common Collective Trusts | — | — | $503K | 4.9% | |
| FID FDM IDX 2045 IPR 17,711 # | Common Collective Trusts | — | — | $459K | 4.5% | |
| FID FDM IDX 2030 IPR 21,828 # | Common Collective Trusts | — | — | $440K | 4.3% | |
| FID FDM IDX 2055 IPR 19,656 # | Common Collective Trusts | — | — | $420K | 4.1% | |
| FID FDM IDX 2020 IPR 17,601 # | Common Collective Trusts | — | — | $278K | 2.7% | |
| MFS GROWTH R6 1,166 # | Mutual Funds | — | — | $237K | 2.3% | |
| FID LG CAP VAL IDX 11,547 # | Common Collective Trusts | — | — | $209K | 2.1% | |
| FID INTL INDEX 3,895 # | Mutual Funds | — | — | $185K | 1.8% | |
| FID FDM IDX 2060 IPR 5,335 # | Common Collective Trusts | — | — | $97K | 0.9% | |
| PGIM HIGH YIELD R6 16,982 # | Other securities | — | — | $81K | 0.8% | |
| FID EMRG MKTS IDX 7,487 # | Common Collective Trusts | — | — | $78K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $67K | 0.7% | |
| AF BOND FD AMER R6 4,326 # | Other securities | — | — | $48K | 0.5% | |
| FID FDM IDX 2065 IPR 2,666 # | Common Collective Trusts | — | — | $39K | 0.4% | |
| BNYM S/MD CP GR Y 151 # | Other securities | — | — | $4K | <0.1% | |
| J H TRITON N 118 # | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
