Juergen Juffa signed Bystronic Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bystronic Inc.'s EIN is 11-2473193.
Download the official 2024 Form 5500 (PDF) for Bystronic Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bystronic 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450962 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARWATER CAPITAL PARTNERS LLC | 20-4356509 | — | NONE | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.1% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $2.1M | 9.3% | |
| Vanguard US Growth Adm | Mutual Funds | — | — | $1.8M | 8.2% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $1.7M | 7.8% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $1.6M | 7.3% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $1.5M | 6.6% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $1.4M | 6.2% | |
| Vanguard Total Bond Market Idx | Common Collective Trusts | — | — | $1.3M | 5.6% | |
| Fidelity Total Market Idx | Common Collective Trusts | — | — | $1.2M | 5.3% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $1.1M | 4.7% | |
| American Funds New Perspective | Mutual Funds | — | — | $703K | 3.1% | |
| Vanguard Equity Income | Mutual Funds | — | — | $651K | 2.9% | |
| Vanguard Sm Cap Val Index Adm | Mutual Funds | — | — | $524K | 2.3% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $518K | 2.3% | |
| Fidelity Small Cap Idx Instl P | Common Collective Trusts | — | — | $499K | 2.2% | |
| Fidelity Four In One Index | Mutual Funds | — | — | $467K | 2.1% | |
| Delaware Ivy Mid Cap Growth R6 | Other securities | — | — | $429K | 1.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $426K | 1.9% | |
| Blackrock High Yield Bd Port K | Other securities | — | — | $375K | 1.7% | |
| PIMCO Long Duration Total Ret | Mutual Funds | — | — | $260K | 1.2% | |
| Vanguard Mid-Cap Val Inx Admir | Mutual Funds | — | — | $235K | 1.0% | |
| Vanguard Mid Cap Growth Admira | Mutual Funds | — | — | $231K | 1.0% | |
| Vanguard Target Retire Inc Inv | Mutual Funds | — | — | $211K | 0.9% | |
| Participant Loans | Participant loans | — | — | $201K | 0.9% | |
| Vanguard Energy | Mutual Funds | — | — | $169K | 0.8% | |
| Vanguard Developed Mkt Idx Adm | Common Collective Trusts | — | — | $111K | 0.5% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $80K | 0.4% | |
| Vanguard Global Cap Cycles Inv | Mutual Funds | — | — | $55K | 0.2% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $32K | 0.1% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $29K | 0.1% | |
| Loomis Sayles Global Allctn Y | Other securities | — | — | $15K | <0.1% | |
| Vanguard Wellesley Inc Adm | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Pacific Stk Ind Inv | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard European Stk Ind Inv | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Star Inv | Mutual Funds | — | — | $467 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
