Kristin Krotosky signed Addvantage Technologies Group, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Addvantage Technologies Group, Inc.'s EIN is 73-1351610.
Download the official 2022 Form 5500 (PDF) for Addvantage Technologies Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Addvantage Technologies Group, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
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 Investments Freedom Index 2045 IPR (i) | Mutual Funds | — | — | $678K | 21.5% | |
| Fidelity Investments Freedom Index 2040 IPR (i) | Mutual Funds | — | — | $542K | 17.2% | |
| Fidelity Investments Freedom Index 2035 IPR (i) | Mutual Funds | — | — | $357K | 11.3% | |
| Fidelity Investments Freedom Index 2050 IPR (i) | Mutual Funds | — | — | $275K | 8.7% | |
| Fidelity Investments Freedom Index 2030 IPR (i) | Mutual Funds | — | — | $259K | 8.2% | |
| Fidelity Investments Freedom Index 2025 IPR (i) | Mutual Funds | — | — | $248K | 7.9% | |
| Fidelity Investments Freedom Index 2020 IPR (i) | Mutual Funds | — | — | $225K | 7.1% | |
| various maturity dates through 2027 -0- | Other securities | — | — | $105K | 3.3% | |
| Fidelity Investments Freedom Index 2055 IPR (i) | Mutual Funds | — | — | $95K | 3.0% | |
| Fidelity Investments Freedom Index 2060 IPR (i) | Mutual Funds | — | — | $81K | 2.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $66K | 2.1% | |
| Vanguard 500 Index Fund Admiral Shares (i) | Common Collective Trusts | — | — | $50K | 1.6% | |
| Fidelity Investments Freedom Index 2065 IPR (i) | Mutual Funds | — | — | $35K | 1.1% | |
| Fidelity Investments Freedom Index 2015 IPR (i) | Mutual Funds | — | — | $30K | 0.9% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K (i) | Other securities | — | — | $26K | 0.8% | |
| Putnam Large Cap Value Fund Class R6 (i) | Mutual Funds | — | — | $26K | 0.8% | |
| Invesco Discovery Fund Class R6 (i) | Mutual Funds | — | — | $15K | 0.5% | |
| AB Large Cap Growth Fund Class Z (i) | Other securities | — | — | $9K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares (i) | Common Collective Trusts | — | — | $9K | 0.3% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 (i) | Other securities | — | — | $6K | 0.2% | |
| Franklin Small Cap Value Fund Class R6 (i) | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares (i) | Common Collective Trusts | — | — | $4K | 0.1% | |
| Janus Henderson Global Real Estate Fund Class N (i) | Mutual Funds | — | — | $3K | 0.1% | |
| Pioneer Bond Fund Class K (i) 295 Vanguard Extended Market Index Fund Admiral Shares (i) 470 MFS International Diversification Fund Class R6 (i) | Common Collective Trusts | — | — | $2K | <0.1% | |
| MAP POOLED INVESTMENT TRUST FEDERATED INVESTORS TRUST COMPANY · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
