Diane Vencek signed SUSS Microtec, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUSS Microtec, Inc.'s EIN is 03-0276631.
Download the official 2024 Form 5500 (PDF) for SUSS Microtec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUSS Microtec, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 92-2678185 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2035 IPR Mutual Fund | Mutual Funds | — | — | $4.1M | 19.4% | |
| FIDELITY FREEDOM INDEX 2025 IPR Mutual Fund | Mutual Funds | — | — | $3.6M | 16.9% | |
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $2.3M | 10.8% | |
| FIDELITY FREEDOM INDEX 2030 IPR Mutual Fund | Mutual Funds | — | — | $1.8M | 8.6% | |
| FIDELITY FREEDOM INDEX 2040 IPR Mutual Fund | Mutual Funds | — | — | $1.6M | 7.4% | |
| VANGUARD INFO TECH INDEX AD Mutual Fund | Mutual Funds | — | — | $1.1M | 5.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $980K | 4.6% | |
| FIDELITY GOVERNMENT MONEY MARKET K6 Mutual Fund | Mutual Funds | — | — | $919K | 4.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $682K | 3.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $643K | 3.0% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $512K | 2.4% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Fund | Other securities | — | — | $377K | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $373K | 1.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $363K | 1.7% | |
| AMERICAN FUNDS BALANCED R6 Mutual Fund | Mutual Funds | — | — | $218K | 1.0% | |
| FIDELITY FREEDOM INDEX 2050 IPR Mutual Fund | Mutual Funds | — | — | $218K | 1.0% | |
| FIDELITY FREEDOM INDEX 2045 IPR Mutual Fund | Mutual Funds | — | — | $194K | 0.9% | |
| FIDELITY FREEDOM INDEX 2020 IPR Mutual Fund | Mutual Funds | — | — | $178K | 0.8% | |
| PARTICIPANT NOTES RECEIVABLE Interest 3.25% - 10.50% | Bonds / Notes | — | — | $163K | 0.8% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Fund | Other securities | — | — | $158K | 0.7% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $90K | 0.4% | |
| FIDELITY US BOND INDEX Mutual Fund | Mutual Funds | — | — | $87K | 0.4% | |
| FIDELTIY FREEDOM INDEX 2065 IPR Mutual Fund | Other securities | — | — | $83K | 0.4% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $76K | 0.4% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $69K | 0.3% | |
| PRINCIPAL REAL ESTATE SEC IS Mutual Fund | Other securities | — | — | $65K | 0.3% | |
| INVESCO GOLD & SPECIAL MINERALS R6 Mutual Fund | Mutual Funds | — | — | $63K | 0.3% | |
| FIDELITY FREEDOM INDEX 2015 IPR Mutual Fund | Mutual Funds | — | — | $59K | 0.3% | |
| PIMCO REAL RETURN INST Mutual Fund | Mutual Funds | — | — | $53K | 0.2% | |
| JPMORGAN CORE BOND I Mutual Fund | Other securities | — | — | $38K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECT R6 Mutual Fund | Mutual Funds | — | — | $28K | 0.1% | |
| PGIM HIGH YIELD Z Mutual Fund | Other securities | — | — | $21K | <0.1% | |
| FIDELITY FREEDOM INDEX 2055 IPR Mutual Fund | Mutual Funds | — | — | $21K | <0.1% | |
| FIDELTIY FREEDOM INDEX 2060 IPR Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| PNR SEL MD CP GR R1 GREAT GRAY TRUST COMPANY · EIN 38-4065311 / PN 397 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
