Mitchell RILY signed ACCO Engineered Systems, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACCO Engineered Systems, Inc.'s EIN is 95-1625123.
Download the official 2023 Form 5500 (PDF) for ACCO Engineered Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ACCO Engineered Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | -$137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $64K | — |
| BFSG LLC | 20-8532658 |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $199.0M | 78.5% | |
| [Assets held in common collective trust] | Other | — | — | $48.7M | 19.2% | |
| TRP STABLE VALUE Q T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $8.7M | 3.4% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.5M | 3.4% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $7.6M | 3.0% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.3% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.9% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.5% | |
| [Assets held in participant loans] | Other | — | — | $3.4M | 1.4% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.1M | 1.2% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.4M | 1.0% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $608K | 0.2% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $573K | 0.2% | |
| TRP RETIRE 2015 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $412K | 0.2% | |
| TRP RETIRE 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $109K | <0.1% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $106K | <0.1% |
| — |
| ADVISOR\ CONSULTANT |
| $38K |
| — |
