Stephen Thornton signed Barta - Schoenewald, Inc. DBA Advanced Motion Controls' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barta - Schoenewald, Inc. DBA Advanced Motion Controls' EIN is 95-4188955.
Download the official 2024 Form 5500 (PDF) for Barta - Schoenewald, Inc. DBA Advanced Motion Controls from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barta - Schoenewald, Inc. DBA Advanced Motion Controls' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
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 | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $12K | — |
| RAYMOND JAMES AND ASSOCIATES, INC. |
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 | — | — | $18.2M | 96.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 10.4% |
| 59-1237041 |
| — |
| INVESTMENT ADVISOR |
| $10K |
| — |
