Cheryl Johnston signed HAAS Automation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HAAS Automation, Inc.'s EIN is 95-3883244.
Download the official 2024 Form 5500 (PDF) for HAAS Automation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HAAS Automation, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRISM ADVISORS INC | 20-0077521 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $45.6M | 12.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $32.7M | 9.2% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $28.1M | 7.9% | |
| Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $25.1M | 7.0% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $23.9M | 6.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $23.0M | 6.5% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $22.8M | 6.4% | |
| Vanguard Info Tech Index Admiral | Mutual Funds | — | — | $17.1M | 4.8% | |
| LARGE CAP GROWTH FUND IV CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $16.9M | 4.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.2M | 2.9% | |
| LARGE CAP VALUE III I1 GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $9.5M | 2.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.1% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $6.8M | 1.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.8% | |
| Schwab International Index Fund | Common Collective Trusts | — | — | $6.0M | 1.7% | |
| Notes receivable from participants | Other securities | — | — | $5.6M | 1.6% | |
| Vanguard Dividend Growth | Mutual Funds | — | — | $5.1M | 1.4% | |
| Vanguard Retirement Income Trust II | Mutual Funds | — | — | $4.6M | 1.3% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.6M | 1.3% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $4.5M | 1.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $4.4M | 1.2% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.2% | |
| T. Rowe Price Small-Cap Stock | Other securities | — | — | $4.1M | 1.2% | |
| Vanguard Inflation Protect Admiral | Mutual Funds | — | — | $3.9M | 1.1% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $3.8M | 1.1% | |
| MID CAP VALUE II I1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.0% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $3.4M | 0.9% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $3.2M | 0.9% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| Lord Abbett Bond Debenture | U.S. Treasuries | — | — | $2.3M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| SMALL CAP VALUE FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $17K | <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 |
|---|---|---|---|---|---|
| TURNER CAPITAL INVESTMENTS LLC | 26-1894983 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $935 | — |
