Sean Villa-Lovoz signed Communications & Power Industries LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Communications & Power Industries LLC's EIN is 77-0405693.
Download the official 2023 Form 5500 (PDF) for Communications & Power Industries LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Communications & Power Industries LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $87K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $81.0M | 23.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $47.5M | 14.0% | |
| Vanguard Cash Reserves Federal Money Market Money Market Fund | Mutual Funds | — | — | $28.2M | 8.3% | |
| Fidelity Freedom 2030 Fund K6 Mutual Fund | Mutual Funds | — | — | $19.1M | 5.6% | |
| Fidelity Balanced Fund K6 Mutual Fund | Mutual Funds | — | — | $18.4M | 5.4% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund | Mutual Funds | — | — | $17.5M | 5.2% | |
| Baird Core Plus Institutional Fund Mutual Fund | Other securities | — | — | $16.0M | 4.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.3M | 4.5% | |
| Fidelity Freedom 2035 Fund K6 Mutual Fund | Mutual Funds | — | — | $12.9M | 3.8% | |
| Self-directed brokerage accounts Various | Self-Directed Brokerage | — | — | $8.8M | 2.6% | |
| Fidelity Low Price Stock Fund K6 Mutual Fund | Mutual Funds | — | — | $8.3M | 2.4% | |
| Columbia Dividend Income Fund I3 Mutual Fund | Other securities | — | — | $8.2M | 2.4% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund | Mutual Funds | — | — | $6.5M | 1.9% | |
| Fidelity Worldwide Fund Z Mutual Fund | Mutual Funds | — | — | $5.9M | 1.7% | |
| Fidelity Intl Cap Appreciation Fund Mutual Fund | Mutual Funds | — | — | $5.6M | 1.6% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.5M | 1.3% | |
| MassMutual Premier Small Cap Opps Fund I Mutual Fund | Other securities | — | — | $3.8M | 1.1% | |
| Morgan Stanley Inst International Opportunities R6 Mutual Fund Vanguard Total Bond Market Index Adm Fund Mutual Fund | Mutual Funds | — | — | $3.6M | 1.1% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund | Mutual Funds | — | — | $3.6M | 1.1% | |
| Vanguard Total International Stock Fund AD Mutual Fund | Mutual Funds | — | — | $3.4M | 1.0% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund | Mutual Funds | — | — | $3.2M | 1.0% | |
| Fidelity Freedom Income Fund K6 Mutual Fund | Mutual Funds | — | — | $2.6M | 0.8% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund | Mutual Funds | — | — | $2.5M | 0.7% | |
| Participant loans with various maturities through October 2029 | Participant loans | — | — | $2.0M | 0.6% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund | Mutual Funds | — | — | $1.3M | 0.4% | |
| Fidelity Freedom 2010 Fund K6 Mutual Fund | Mutual Funds | — | — | $1.2M | 0.3% | |
| BlackRock Inflation Protected Bond Fund K Mutual Fund | Other securities | — | — | $1.2M | 0.3% | |
| Dodge & Cox International Stock Fund I Mutual Fund | Mutual Funds | — | — | $908K | 0.3% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund | Mutual Funds | — | — | $633K | 0.2% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund | Mutual Funds | — | — | $533K | 0.2% | |
| Vanguard Federal Money Market Reserves Fund Money Market Fund | Mutual Funds | — | — | $193K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS, LLP | 91-0189318 | — | ACCOUNTANT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH MCLENNON AGENCY | 52-2189187 | — | PLAN SPONSOR | $36K | — |
| HOGAN LOVELLS | — | REDWOOD CITY, CA | OTHER SERVICES | $20K | — |
