Dan Kelley signed Advanced Energy Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Energy Industries, Inc.'s EIN is 84-0846841.
Download the official 2024 Form 5500 (PDF) for Advanced Energy Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Energy Industries, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $54K | — |
| FIRST WESTERN TRUST |
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 FID 500 INDEX | Common Collective Trusts | — | — | $45.4M | 17.5% | |
| Fidelity FID GROWTH DISC K | Mutual Funds | — | — | $39.3M | 15.1% | |
| Fidelity FID FDM IDX 2030 PRM | Common Collective Trusts | — | — | $17.5M | 6.8% | |
| Fidelity FID FDM IDX 2040 PRM | Common Collective Trusts | — | — | $14.5M | 5.6% | |
| Fidelity FID FDM IDX 2035 PRM | Common Collective Trusts | — | — | $14.3M | 5.5% | |
| Fidelity FID FDM IDX 2025 PRM | Common Collective Trusts | — | — | $13.7M | 5.3% | |
| American Funds AF WASH MUTL INV R6 | Mutual Funds | — | — | $12.8M | 4.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $12.5M | 4.8% | |
| Fidelity FID FDM IDX 2045 PRM | Common Collective Trusts | — | — | $8.5M | 3.3% | |
| American Funds AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $8.2M | 3.2% | |
| Fidelity FID FDM IDX 2050 PRM | Common Collective Trusts | — | — | $7.8M | 3.0% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $7.6M | 2.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $7.2M | 2.8% | |
| Fidelity FID FDM IDX 2020 PRM | Common Collective Trusts | — | — | $6.9M | 2.7% | |
| American Beacon ABF/S MID-CAP GR R5 | Other securities | — | — | $6.7M | 2.6% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $5.2M | 2.0% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $4.8M | 1.9% | |
| Fidelity FID FDM IDX 2055 PRM | Common Collective Trusts | — | — | $3.7M | 1.4% | |
| Victory Sycamore VICTORY S SMCO OP R6 | Other securities | — | — | $3.4M | 1.3% | |
| Fidelity FID FDM IDX 2060 PRM | Common Collective Trusts | — | — | $3.0M | 1.2% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $2.5M | 0.9% | |
| Allspring AS SPL MID CP VAL R6 | Other securities | — | — | $2.3M | 0.9% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $2.2M | 0.8% | |
| Harbor Capital HARBOR SCG RET | Other securities | — | — | $2.1M | 0.8% | |
| Fidelity FID FDM IDX 2015 PRM | Common Collective Trusts | — | — | $2.0M | 0.8% | |
| Participants Loans to Participants (interest rates ranging from 4.25% to 9.50%, various maturity dates) | Bonds / Notes | — | — | $1.6M | 0.6% | |
| Fidelity FID FDM IDX INC PRM | Common Collective Trusts | — | — | $930K | 0.4% | |
| MFS VALUE R6 | Mutual Funds | — | — | $922K | 0.4% | |
| Fidelity FID FDM IDX 2065 PRM | Common Collective Trusts | — | — | $834K | 0.3% | |
| Principal PIF REAL EST SEC R6 | Other securities | — | — | $728K | 0.3% | |
| Fidelity FID FDM IDX 2010 PRM | Common Collective Trusts | — | — | $391K | 0.2% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-0083757 |
| — |
| INVESTMENT ADVISOR |
| $11K |
| — |
