Billie Gutierrez signed Advanced Manufacturing and Development, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Manufacturing and Development, Inc.'s EIN is 94-2378705.
Download the official 2024 Form 5500 (PDF) for Advanced Manufacturing and Development, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Manufacturing and Development, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $989 | — |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.3M | 32.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.4M | 13.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.0M | 10.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $978K | 9.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $811K | 7.9% | |
| Fidelity Large cap Growth Index | Mutual Funds | — | — | $488K | 4.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $433K | 4.2% | |
| Fidelity International Index | Mutual Funds | — | — | $382K | 3.7% | |
| American Century American Century Mi Cap Value R6 | Other securities | — | — | $302K | 2.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $240K | 2.3% | |
| Participant Loans 11/25/2029 0 | Participant loans | — | — | $226K | 2.2% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $208K | 2.0% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | Other securities | — | — | $167K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $128K | 1.3% | |
| Empower EI Fixed Account - Series Class I | Other securities | — | — | $66K | 0.6% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $65K | 0.6% | |
| Fidelity Advisor Focused Emerging Market | Mutual Funds | — | — | $28K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $159 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | 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.
