Johnny Roberts Jr. signed Astec Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Astec Industries, Inc.'s EIN is 62-0873631.
Download the official 2024 Form 5500 (PDF) for Astec Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Astec Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $379K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $328K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| JERSEY CITY, NJ |
| NONE |
| $55K |
| — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $1K | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $213 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $54.7M | 15.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $35.4M | 10.1% | |
| J.P. Morgan Smart Retirement 2030 Fund | Other securities | — | — | $31.3M | 8.9% | |
| Prudential Core Conservative Intermediate Bond Fund | Other securities | — | — | $29.7M | 8.5% | |
| PRU CORE CONSERV INT BD FD PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $29.7M | 8.5% | |
| J.P. Morgan Smart Retirement 2040 Fund | Other securities | — | — | $28.6M | 8.2% | |
| Fidelity International Index | Mutual Funds | — | — | $19.6M | 5.6% | |
| J.P. Morgan Smart Retirement 2035 Fund | Other securities | — | — | $17.4M | 5.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $14.0M | 4.0% | |
| J.P. Morgan Smart Retirement Income Fund | Other securities | — | — | $13.4M | 3.8% | |
| J.P. Morgan Smart Retirement 2050 Fund | Other securities | — | — | $11.5M | 3.3% | |
| J.P. Morgan Smart Retirement 2025 Fund | Other securities | — | — | $11.4M | 3.3% | |
| J.P. Morgan Smart Retirement 2045 Fund | Other securities | — | — | $10.9M | 3.1% | |
| J.P. Morgan Smart Retirement 2055 Fund | Other securities | — | — | $9.6M | 2.7% | |
| J.P. Morgan Equity Income Fund | Other securities | — | — | $9.5M | 2.7% | |
| J.P. Morgan Smart Retirement 2060 Fund | Other securities | — | — | $8.4M | 2.4% | |
| J.P. Morgan Mid Cap Growth Fund | Other securities | — | — | $7.3M | 2.1% | |
| T. Rowe Price Overseas Stock Fund | Other securities | — | — | $4.7M | 1.3% | |
| Schwab Brokerage accounts | Self-Directed Brokerage | — | — | $4.2M | 1.2% | |
| PIMCO Total Return Institutional Bond Fund | Mutual Funds | — | — | $3.9M | 1.1% | |
| Goldman Sachs Small Cap Value Insights Fund | Other securities | — | — | $3.1M | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.0M | 0.8% | |
| Prudential Synthetic GIC Wrapper | Stable Value | — | — | $2.6M | 0.7% | |
| Columbia Strategic Income Fund | Other securities | — | — | $2.0M | 0.6% | |
| Astec Industries, Inc.* Common stock | Common Stocks | — | — | $2.0M | 0.6% | |
| J.P. Morgan Small Cap Growth Fund | Other securities | — | — | $1.1M | 0.3% | |
| J.P. Morgan Smart Retirement 2065 Fund | Other securities | — | — | $979K | 0.3% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $521K | 0.1% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $335K | <0.1% |
