Rhonda S. Gearlds signed Sumitomo Electric Wiring Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sumitomo Electric Wiring Systems, Inc.'s EIN is 13-3365815.
Download the official 2024 Form 5500 (PDF) for Sumitomo Electric Wiring Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sumitomo Electric Wiring Systems, Inc.'s plan includes profit-sharing, 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 | $212K | — |
| EMPOWER RETIREMENT LLC | — | GREENWOOD VILLAGE, CO | CONTRACT ADMIN | $80 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $39.2M | 20.2% | |
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $31.8M | 16.4% | |
| Great-West Guaranteed Income Fund | Other securities | — | — | $28.6M | 14.7% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $16.4M | 8.5% | |
| American Fund Euro pacific Growth R6 | Other securities | — | — | $13.3M | 6.8% | |
| T.Rowe Price Mid Cap Growth I | Other securities | — | — | $11.7M | 6.0% | |
| Vanguard Total International Stock I | Mutual Funds | — | — | $11.6M | 6.0% | |
| JP Morgan JP Morgan Core Plus R6 | Other securities | — | — | $10.0M | 5.2% | |
| Vanguard Extended Market Index Idx Instl | Common Collective Trusts | — | — | $6.7M | 3.5% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $5.9M | 3.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $4.9M | 2.5% | |
| MFS New Discovery Val R6 | Mutual Funds | — | — | $4.3M | 2.2% | |
| Principal Small Cap GRD I R6 | Other securities | — | — | $4.1M | 2.1% | |
| with varying maturities. - 0 - | Other securities | — | — | $3.4M | 1.8% | |
| Vanguard Total International Bond Index Institutional | Mutual Funds | — | — | $2.0M | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $57K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BORIS BENIC AND ASSOCIATES LLP | — | GARDEN CITY, NY | AUDITOR | $17K | — |
