Stacey Swords signed Avcon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avcon, Inc.'s EIN is 59-2890463.
Download the official 2024 Form 5500 (PDF) for Avcon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avcon, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $28K | — |
| WELLTH ADVISORY SERVICES LLC |
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 Freedom® 2025 Fund Class K6 a | Mutual Funds | — | — | $4.8M | 19.1% | |
| Fidelity Freedom® 2045 Fund Class K6 a | Mutual Funds | — | — | $3.6M | 14.4% | |
| Fidelity Freedom® 2035 Fund Class K6 a | Mutual Funds | — | — | $3.2M | 12.9% | |
| Fidelity Freedom® 2040 Fund Class K6 a | Mutual Funds | — | — | $1.8M | 7.1% | |
| Fidelity Fidelity® 500 Index Fund a | Common Collective Trusts | — | — | $1.3M | 5.3% | |
| Fidelity Freedom® 2030 Fund Class K6 a | Mutual Funds | — | — | $1.1M | 4.5% | |
| Fidelity Freedom® 2060 Fund Class K6 a | Mutual Funds | — | — | $1.1M | 4.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $914K | 3.7% | |
| Fidelity Freedom® 2015 Fund Class K6 a | Mutual Funds | — | — | $895K | 3.6% | |
| John Hancock John Hancock Funds Disciplined Value Fund Class R6 a | Other securities | — | — | $818K | 3.3% | |
| Fidelity Freedom® 2020 Fund Class K6 a | Mutual Funds | — | — | $784K | 3.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $633K | 2.5% | |
| Principal MidCap Fund Class R6 a | Other securities | — | — | $595K | 2.4% | |
| Fidelity Freedom® 2050 Fund Class K6 a | Mutual Funds | — | — | $528K | 2.1% | |
| Fidelity Freedom® 2055 Fund Class K6 a | Mutual Funds | — | — | $498K | 2.0% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $444K | 1.8% | |
| Fidelity Fidelity® International Index Fund a | Common Collective Trusts | — | — | $397K | 1.6% | |
| Fidelity Fidelity® Mid Cap Index Fund a | Common Collective Trusts | — | — | $370K | 1.5% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $203K | 0.8% | |
| Principal SmallCap Value Fund II Class R-6 a | Other securities | — | — | $197K | 0.8% | |
| Fidelity Fidelity® Small Cap Index Fund a | Common Collective Trusts | — | — | $189K | 0.8% | |
| Fidelity Brokerage Fidelity BrokerageLink® a | Mutual Funds | — | — | $140K | 0.6% | |
| Fidelity Freedom® 2065 Fund Class K6 a | Mutual Funds | — | — | $126K | 0.5% | |
| MFS International Diversification Fund Class R6 a | Mutual Funds | — | — | $115K | 0.5% | |
| PIMCO Real Return Fund Institutional Class a 364 Janus Henderson Janus Henderson Enterprise Fund Class N a | Mutual Funds | — | — | $111K | 0.4% | |
| Secured by participant accounts through * Notes receivable from participants August 2029; interest rate 4.25% - 9.50% | Bonds / Notes | — | — | $76K | 0.3% | |
| American Century American Century Small Cap Growth Fund R6 Class a | Other securities | — | — | $71K | 0.3% | |
| Fidelity Fidelity® U.S. Bond Index Fund a | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity Fidelity® Government Money Market Fund Class K6 a | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYROBINSON, P.A. | 59-1300132 | — | ATTORNEY/LEGAL | $9K | — |
