Robin Hope signed AVO International, Inc. DBA Megger's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AVO International, Inc. DBA Megger's EIN is 75-1615916.
Download the official 2024 Form 5500 (PDF) for AVO International, Inc. DBA Megger from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AVO International, Inc. DBA Megger'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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $138K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $376 | — |
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 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.7M | 18.1% | |
| MORLEY CAPITAL STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.6M | 14.5% | |
| Fidelity Advance Equity Growth Fund Mutual Fund | Mutual Funds | — | — | $6.7M | 11.3% | |
| Vanguard Developed Markets Index Adm Fund Mutual Fund | Mutual Funds | — | — | $6.5M | 11.0% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $6.0M | 10.1% | |
| JPMorgan Equity Income R6 Fund Mutual Fund | Other securities | — | — | $5.1M | 8.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.9M | 8.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $4.8M | 8.2% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.5M | 5.9% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.5M | 2.6% | |
| with various maturities through October 2039 | Other securities | — | — | $955K | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
