Carla McCully signed MKS Instruments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MKS Instruments, Inc.'s EIN is 04-2277512.
Download the official 2024 Form 5500 (PDF) for MKS Instruments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MKS Instruments, 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 INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $102K | — |
| CAPFINANCIAL PARTNERS, LLC. |
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 Management Trust Company Fidelity 500 Index a | Common Collective Trusts | — | — | $127.0M | 15.1% | |
| Fidelity Management Trust Company Fidelity Contrafund Class K6 a | Mutual Funds | — | — | $99.8M | 11.9% | |
| Fidelity Management Trust Company Fidelity Extended Market Index a | Mutual Funds | — | — | $56.8M | 6.8% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $48.6M | 5.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 T a | Mutual Funds | — | — | $48.6M | 5.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 T a | Mutual Funds | — | — | $47.5M | 5.7% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $47.5M | 5.7% | |
| J.P. Morgan J.P. Morgan Large Cap Growth R6 a | Other securities | — | — | $46.2M | 5.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 T a | Mutual Funds | — | — | $41.1M | 4.9% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $41.1M | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 T a | Mutual Funds | — | — | $39.0M | 4.6% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $39.0M | 4.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $34.4M | 4.1% | |
| MFS Value R6 a | Mutual Funds | — | — | $28.1M | 3.4% | |
| Fidelity Management Trust Company FIMM Treasury Only Portfolio Cl I a | Mutual Funds | — | — | $27.9M | 3.3% | |
| Fidelity Management Trust Company Fidelity Low Priced ST K6 a | Mutual Funds | — | — | $25.4M | 3.0% | |
| Fidelity Management Trust Company Fidelity US Bond Index a | Mutual Funds | — | — | $23.1M | 2.8% | |
| Fidelity Management Trust Company Fidelity Global Ex US Index a | Mutual Funds | — | — | $22.4M | 2.7% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 T a | Mutual Funds | — | — | $20.0M | 2.4% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $20.0M | 2.4% | |
| Fidelity Management Trust Company Fidelity Balanced K6 a | Mutual Funds | — | — | $19.8M | 2.4% | |
| Fidelity Management Trust Company Fidelity Total Bond K6 a | Mutual Funds | — | — | $18.6M | 2.2% | |
| Fidelity Management Trust Company Fidelity Diversified International K6 a | Mutual Funds | — | — | $18.5M | 2.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 T a | Mutual Funds | — | — | $15.7M | 1.9% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $15.7M | 1.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 T a | Mutual Funds | — | — | $14.8M | 1.8% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $14.8M | 1.8% | |
| Invesco Discovery R6 a | Mutual Funds | — | — | $11.2M | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 T a | Mutual Funds | — | — | $10.9M | 1.3% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $10.9M | 1.3% | |
| American Beacon American Beacon Small Cap Value R6 a | Other securities | — | — | $8.3M | 1.0% | |
| T. Rowe Price T. Rowe Price New Horizons I a | Other securities | — | — | $7.2M | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 T a | Mutual Funds | — | — | $6.7M | 0.8% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $6.7M | 0.8% | |
| PIMCO Real Return Instl a | Mutual Funds | — | — | $4.0M | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income T a | Mutual Funds | — | — | $4.0M | 0.5% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $4.0M | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 T a | Mutual Funds | — | — | $3.8M | 0.5% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $3.8M | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 T a | Mutual Funds | — | — | $1.6M | 0.2% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2010 T a | Mutual Funds | — | — | $758K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $758K | <0.1% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | 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.
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $65K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $44K | — |
