Jennifer Thoma signed Air Distribution Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air Distribution Technologies, Inc.'s EIN is 99-0382064.
Download the official 2024 Form 5500 (PDF) for Air Distribution Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Air Distribution Technologies, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPR CO. | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $24.9M | 20.2% | |
| BlackRock LifePath Index Retirement Fund Class K | Other securities | — | — | $13.4M | 10.9% | |
| BlackRock LifePath Index 2035 Class K | Other securities | — | — | $12.5M | 10.2% | |
| BlackRock LifePath Index 2030 Class K | Other securities | — | — | $11.9M | 9.7% | |
| Fidelity Money Market Fund Class K6 | Mutual Funds | — | — | $8.2M | 6.7% | |
| BlackRock LifePath Index 2040 Class K | Other securities | — | — | $7.4M | 6.0% | |
| BlackRock LifePath Index 2045 Class K | Other securities | — | — | $5.6M | 4.6% | |
| Artisan Mid Cap Institutional Fund | Other securities | — | — | $4.6M | 3.7% | |
| BlackRock LifePath Index 2050 Class K | Other securities | — | — | $4.5M | 3.6% | |
| PIMCO Total Return ESG Fund Institutional Class | Mutual Funds | — | — | $3.9M | 3.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.0M | 2.4% | |
| BlackRock LifePath Index 2060 Class K | Other securities | — | — | $2.4M | 2.0% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.4M | 2.0% | |
| BlackRock LifePath Index 2055 Class K | Other securities | — | — | $2.3M | 1.9% | |
| M FS International Growth Fund | Other securities | — | — | $1.8M | 1.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.7M | 1.4% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $1.7M | 1.4% | |
| Vanguard Mid-Cap lndex-Adm Fund | Mutual Funds | — | — | $976K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $773K | 0.6% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $459K | 0.4% | |
| Vanguard Small Cap Index InstI Fund | Mutual Funds | — | — | $444K | 0.4% | |
| Vanguard Total Bond Market lndex-Adm Fund | Mutual Funds | — | — | $312K | 0.3% | |
| December 31 | Other securities | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
