Michael Henderson signed Makita USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Makita USA, Inc.'s EIN is 13-2672211.
Download the official 2024 Form 5500 (PDF) for Makita USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Makita USA, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP FINANCIAL | — | SAN RAFAEL, CA | NONE | $28K | — |
| MARCUM LLP | — | BALA CYNWYD, PA | NONE | $21K |
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 STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $12.9M | 13.0% | |
| JP Morgan LARGE CAP GROWTH R6 | Other securities | — | — | $10.2M | 10.3% | |
| JP Morgan DISCIPLINE EQUITY I | Other securities | — | — | $9.6M | 9.7% | |
| Columbia DIVIDEND INC INST2 | Common Stocks | — | — | $9.6M | 9.7% | |
| Equity INDEX 500 FUND | Common Collective Trusts | — | — | $7.4M | 7.5% | |
| T. Rowe Price 2030 FUND | Other securities | — | — | $6.3M | 6.4% | |
| Allspring SPEC MID CP VAL INST | Other securities | — | — | $5.6M | 5.7% | |
| T. Rowe Price 2050 FUND | Other securities | — | — | $4.2M | 4.2% | |
| T. Rowe Price 2040 FUND | Other securities | — | — | $3.8M | 3.8% | |
| Baird MID CAP GROWTH INST | Other securities | — | — | $3.7M | 3.8% | |
| T. Rowe Price 2035 FUND | Other securities | — | — | $3.6M | 3.6% | |
| T. Rowe Price 2055 FUND | Other securities | — | — | $3.4M | 3.4% | |
| T. Rowe Price 2045 FUND | Other securities | — | — | $3.2M | 3.3% | |
| T. Rowe Price 2025 FUND | Other securities | — | — | $2.5M | 2.5% | |
| JP Morgan CORE BOND R6 | Other securities | — | — | $2.3M | 2.4% | |
| T. Rowe Price 2020 FUND | Other securities | — | — | $2.3M | 2.3% | |
| T. Rowe Price 2060 FUND | Other securities | — | — | $1.9M | 1.9% | |
| T. Rowe Price INTEGRATED US SM-CAP GR EQ | Other securities | — | — | $1.7M | 1.7% | |
| T. Rowe Price 2015 FUND | Other securities | — | — | $1.2M | 1.3% | |
| Goldman Sachs SM CP VAL INS IN | Other securities | — | — | $1.2M | 1.2% | |
| Goldman Sachs INTL EQ INSIGHTS I | Other securities | — | — | $578K | 0.6% | |
| Ishares MSCI EAFE ITL IDX | Common Collective Trusts | — | — | $495K | 0.5% | |
| T. Rowe Price 2065 FUND | Other securities | — | — | $404K | 0.4% | |
| Ishares AGG BOND INDEX | Mutual Funds | — | — | $344K | 0.3% | |
| T. Rowe Price 2010 FUND | Other securities | — | — | $282K | 0.3% | |
| T. Rowe Price 2005 FUND | Other securities | — | — | $252K | 0.3% | |
| T. Rowe Price GOVERNMENT MONEY | Other securities | — | — | $53K | <0.1% | |
| T. Rowe Price RETIRE BAL INV | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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