Jessica Carreiro signed Memry Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Memry Corporation's EIN is 06-1084424.
Download the official 2023 Form 5500 (PDF) for Memry Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Memry Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | NONE | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $5.1M | 12.2% | |
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $4.9M | 11.8% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $4.9M | 11.7% | |
| Self-Directed Brokerage Acct Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $4.7M | 11.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.8M | 9.2% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $3.6M | 8.5% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.3% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.9% | |
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.7% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| maturing through 2031 $ - | Other securities | — | — | $1.4M | 3.3% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.3M | 3.2% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $661K | 1.6% | |
| Ab Large Cap Growth Z Mutual Fund | Other securities | — | — | $475K | 1.1% | |
| Vanguard Mid-Cap Ind- Admiral Mutual Fund | Mutual Funds | — | — | $280K | 0.7% | |
| Carillon Eagle Md Cp Gr Fd R6 Mutual Fund | Other securities | — | — | $199K | 0.5% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $167K | 0.4% | |
| Blackrock High Yield Bond K Mutual Fund | Other securities | — | — | $159K | 0.4% | |
| Vanguard Ttl Int Stock Ind Adm Mutual Fund | Mutual Funds | — | — | $158K | 0.4% | |
| Invesco Developing Mkts R6 Mutual Fund | Mutual Funds | — | — | $106K | 0.3% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $98K | 0.2% | |
| Goldmansachs Intl Eq Insght R6 Mutual Fund | Other securities | — | — | $95K | 0.2% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $71K | 0.2% | |
| Pgim Total Return Bond R6 Mutual Fund | Other securities | — | — | $67K | 0.2% | |
| Janus Henderson Triton N Mutual Fund | Mutual Funds | — | — | $50K | 0.1% | |
| Vanguard Small Cap Index, Adm Mutual Fund | Mutual Funds | — | — | $42K | 0.1% | |
| Jp Morgan Equity Income R6 Mutual Fund | Other securities | — | — | $41K | <0.1% | |
| Pgim Global Total Return R6 Mutual Fund | Other securities | — | — | $27K | <0.1% | |
| Victory Sycamore Est Value R6 Mutual Fund | Other securities | — | — | $19K | <0.1% | |
| Principal Div Real Asset R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Vanguard Fed Money Market Fund Money Market | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
