Teresa Burdick signed Microbest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Microbest, Inc.'s EIN is 06-1181412.
Download the official 2024 Form 5500 (PDF) for Microbest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Microbest, 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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | NONE | $22K | — |
| PASI, LLC | — | FARMINGTON, CT | NONE | $4K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S AMERICAN FUNDS 2030 TARGET DATE FUND R6 | Mutual Funds | — | $127K | $2.2M | 24.2% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R6 | Mutual Funds | — | $81K | $1.2M | 13.5% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 | Mutual Funds | — | $57K | $1.1M | 12.0% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 | Mutual Funds | — | $29K | $616K | 6.8% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 | Mutual Funds | — | $26K | $527K | 5.8% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R6 | Mutual Funds | — | $38K | $508K | 5.6% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 | Mutual Funds | — | $24K | $507K | 5.6% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R6 | Mutual Funds | — | $4K | $308K | 3.4% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 | Mutual Funds | — | $11K | $283K | 3.1% | |
| VANGUARD 500 INDEX FUND - ADMIRAL 383 | Common Collective Trusts | — | — | $208K | 2.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | $3K | $205K | 2.3% | |
| MONEY MARKET FUND * American Funds Us Govt Money Market R6 | Mutual Funds | — | — | $134K | 1.5% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 | Mutual Funds | — | $2K | $112K | 1.2% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | $2K | $98K | 1.1% | |
| VANGUARD MID CAP INDEX ADM 266 | Mutual Funds | — | — | $87K | 1.0% | |
| VANGUARD SMALL CAP INDEX FUND - ADMIRAL 415 | Common Collective Trusts | — | — | $48K | 0.5% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R6 | Mutual Funds | — | $2K | $41K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 523 | Mutual Funds | — | — | $40K | 0.4% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 | Mutual Funds | — | $2K | $34K | 0.4% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 396 | Mutual Funds | — | — | $28K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL 193 | Mutual Funds | — | — | $24K | 0.3% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRALVTMGX 852 | Mutual Funds | — | — | $13K | 0.1% | |
| AMER FUNDS MODERATE G/I PORTFOLIO R6 685 | Other securities | — | — | $12K | 0.1% | |
| JANUS HENDERSON SHORT DURATION FLEX BD NJSHNX | Mutual Funds | — | $3K | $7K | <0.1% | |
| PIMCO INCOME INSTL 375 | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM TOTAL RETURN BOND R6 234 | Other securities | — | — | $3K | <0.1% | |
| INVESCO INTERNATIONAL BOND R6 461 | Mutual Funds | — | — | $2K | <0.1% | |
| AMERICAN FUNDS 2010 TARGET DATE FUND R6 138 | 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.
