April Romero signed Aztec Engineering Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aztec Engineering Group, Inc.'s EIN is 86-1001208.
Download the official 2024 Form 5500 (PDF) for Aztec Engineering Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aztec Engineering 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFG ADVISORS, LLC | 47-2483769 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.2M | 8.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.2M | 8.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.1M | 8.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.0M | 7.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.4M | 5.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.2M | 4.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.2M | 4.6% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| JAN HEND GLBL TECH INN I | Registered Investment Companies | — | — | $969K | 3.9% | |
| MFS CORE EQUITY R6 | Registered Investment Companies | — | — | $945K | 3.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $908K | 3.6% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $899K | 3.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $770K | 3.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $761K | 3.0% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $734K | 2.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $689K | 2.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $667K | 2.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $611K | 2.4% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $578K | 2.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $543K | 2.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $537K | 2.1% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $524K | 2.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $378K | 1.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $352K | 1.4% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $225K | 0.9% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $208K | 0.8% | |
| VAN TARG RETIRE 2070 337 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $108K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $80K | 0.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $38K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $30K | 0.1% | |
| BLACKROCK ADV SCC K | Registered Investment Companies | — | — | $22K | <0.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $10K | <0.1% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $9K | <0.1% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| JPM MORTGAGE BACKED SEC R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $48K |
| — |
