Susan McCarthy signed Konica Minolta Business Solutions U.S.A., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Konica Minolta Business Solutions U.S.A., Inc.'s EIN is 13-1921089.
Download the official 2024 Form 5500 (PDF) for Konica Minolta Business Solutions U.S.A., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Konica Minolta Business Solutions U.S.A., 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $693K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $105K | — |
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 GROWTH COMPY COMMINGLED PL FIDELITY INVESTMENTS · EIN 04-3022712 / PN 035 | Common Collective Trust | — | — | $255.5M | 22.2% | |
| EMPOWER ANNUITY GUARANTEED LONG-TERM ACCT | Other securities | — | — | $203.4M | 17.6% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $138.8M | 12.0% | |
| JPMORGAN SMALL CAP VALUE R4 | Other securities | — | — | $61.9M | 5.4% | |
| JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $54.0M | 4.7% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $52.7M | 4.6% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $46.9M | 4.1% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $44.7M | 3.9% | |
| HIGH GRADE BOND / GSAM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 | Pooled Separate Account | — | — | $39.6M | 3.4% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $30.5M | 2.6% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $29.0M | 2.5% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $26.4M | 2.3% | |
| MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $24.3M | 2.1% | |
| INVESCO DISCOVERY R6 | Mutual Funds | — | — | $22.8M | 2.0% | |
| INDEX ADMIRAL FIDELITY ADVISOR SMALL CAP | Mutual Funds | — | — | $20.5M | 1.8% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $18.5M | 1.6% | |
| INSURANCE COMPANY * Notes receivable from participants Notes Receivable from Participants - | Common Stocks | — | — | $15.1M | 1.3% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $14.2M | 1.2% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $10.0M | 0.9% | |
| BLACKROCK MID CAP EQ IDX FD BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $7.3M | 0.6% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $7.1M | 0.6% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $6.3M | 0.5% | |
| VANGUARD DEVELOPED MARKETS | Mutual Funds | — | — | $5.6M | 0.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $4.9M | 0.4% | |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| BLACKROCK U.S. DEBT INDEX W BLACKROCK FUNDS · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL FINANCIAL · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2.5M | 0.2% |
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 |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | AUDITOR | $36K | — |
| EISNERAMPER LLP | — | PITTSBURGH, PA | AUDITOR | $22K | — |
