Kristin Reusser signed Hitachi High-Tech America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hitachi High-Tech America, Inc.'s EIN is 01-0569971.
Download the official 2024 Form 5500 (PDF) for Hitachi High-Tech America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hitachi High-Tech America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS, LLC | 36-1245570 | — | SERVICE PROVIDER | $55K | — |
| CHERRY BEKAERT LLP | 56-0574444 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SERVICE PROVIDER |
| $27K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II R1 GREAT GRAY TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $29.7M | 15.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $23.2M | 12.0% | |
| WILMINGTON LG CAP VALUE FD R1 GREAT GRAY TRUST · EIN 26-3783374 / PN 907 | Common Collective Trust | — | — | $14.7M | 7.6% | |
| New York Life Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $13.9M | 7.2% | |
| BlackRock LifePath Index 2035 Fund - Class K | Other securities | — | — | $13.7M | 7.1% | |
| MFS Investment Management Massachusetts Investors Trust - Class R6 | Mutual Funds | — | — | $13.4M | 6.9% | |
| MFS Investment Management International Intrinsic Value Fund - Class R6 | Mutual Funds | — | — | $10.7M | 5.5% | |
| Vanguard Mid-Cap Index Fund - Institutional Shares | Common Collective Trusts | — | — | $7.5M | 3.9% | |
| BlackRock LifePath Index Retirement Fund - Class K | Other securities | — | — | $6.9M | 3.6% | |
| PIONEER BOND FUND TRUST CL R1 GREAT GRAY TRUST · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $6.4M | 3.3% | |
| TD Ameritrade Self-directed brokerage investments | Self-Directed Brokerage | — | — | $5.9M | 3.1% | |
| BlackRock LifePath Index 2060 Fund - Class K | Other securities | — | — | $5.5M | 2.9% | |
| Invesco Discovery Fund - Class R6 | Mutual Funds | — | — | $5.3M | 2.8% | |
| BlackRock LifePath Index 2045 Fund - Class K | Other securities | — | — | $4.8M | 2.5% | |
| BlackRock LifePath Index 2030 Fund - Class K | Other securities | — | — | $4.6M | 2.4% | |
| Vanguard Balanced Index Fund - Admiral Shares | Common Collective Trusts | — | — | $4.2M | 2.2% | |
| BlackRock LifePath Index 2055 Fund - Class K | Other securities | — | — | $4.0M | 2.1% | |
| BlackRock LifePath Index 2040 Fund - Class K | Other securities | — | — | $3.3M | 1.7% | |
| JPMorgan Government Bond Fund - Class R6 | U.S. Treasuries | — | — | $3.1M | 1.6% | |
| BlackRock LifePath Index 2050 Fund - Class K | Other securities | — | — | $3.0M | 1.6% | |
| Vanguard S&P Small-Cap 600 Index Fund - Institutional Shares | Common Collective Trusts | — | — | $2.8M | 1.5% | |
| Notes receivable Maturity dates through March 2040, from participants interest rates ranging from 4.25% to 9.25% | Bonds / Notes | — | — | $2.5M | 1.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 26-3783748 / PN 929 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| SMALL CAP VALUE FD II R1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.5M | 0.8% | |
| EMERGING MARKETS FUND R1 GREAT GRAY TRUST · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $750K | 0.4% | |
| JPMorgan U.S. Government Money Market Fund - Capital Class | Cash / Money Market | — | — | $135K | <0.1% |
