Patricia Walsh signed Mitsui Sumitomo Marine Management (U.S.A.), Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitsui Sumitomo Marine Management (U.S.A.), Inc.'s EIN is 13-3429270.
Download the official 2024 Form 5500 (PDF) for Mitsui Sumitomo Marine Management (U.S.A.), Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitsui Sumitomo Marine Management (U.S.A.), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 37-6572947 | — | INVESTMENT ADVISOR | $55K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index | Common Collective Trusts | — | $183K | $37.5M | 21.2% | |
| AM CENT Growth R6 | Other securities | — | $324K | $19.6M | 11.1% | |
| Vanguard Wellington | Mutual Funds | — | $276K | $11.8M | 6.7% | |
| Fidelity FDM Index 2030 IPR | Mutual Funds | — | $550K | $11.1M | 6.3% | |
| Fidelity FDM Index 2025 IPR | Mutual Funds | — | $573K | $10.6M | 6.0% | |
| FID Government Market K6 | Mutual Funds | — | $9.1M | $9.1M | 5.1% | |
| Vanguard Windsor II ADM | Mutual Funds | — | $101K | $7.9M | 4.5% | |
| Fidelity Small CAP Index | Mutual Funds | — | $274K | $7.6M | 4.3% | |
| Vanguard INTL Growth ADM | Mutual Funds | — | $70K | $7.1M | 4.0% | |
| Fidelity FDM Index 2035 IPR | Mutual Funds | — | $258K | $6.0M | 3.4% | |
| Vanguard Retirement Savings Trust | Mutual Funds | — | $4.6M | $4.6M | 2.6% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $4.6M | 2.6% | |
| Vanguard Total BD Market ADM | Mutual Funds | — | $478K | $4.5M | 2.6% | |
| Fidelity FDM Index 2045 IPR | Mutual Funds | — | $164K | $4.3M | 2.4% | |
| Fidelity Small Cap GR K6 | Mutual Funds | — | $238K | $4.2M | 2.4% | |
| Fidelity Mid CAP Index | Mutual Funds | — | $124K | $4.2M | 2.4% | |
| Fidelity FDM Index 2040 IPR | Mutual Funds | — | $154K | $3.8M | 2.2% | |
| Fidelity FDM Index 2050 IPR | Mutual Funds | — | $130K | $3.4M | 1.9% | |
| Fidelity TOTAL INTL Index | Mutual Funds | — | $221K | $3.0M | 1.7% | |
| Fidelity FDM Index 2055 IPR | Mutual Funds | — | $124K | $2.6M | 1.5% | |
| PGIM Total RTN BD R6 | Other securities | — | $184K | $2.2M | 1.2% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $49K | $1.6M | 0.9% | |
| Fidelity FDM Index INC IPR | Mutual Funds | — | $103K | $1.2M | 0.7% | |
| Fidelity FDM Index 2005 IPR — Interest rates ranging *Participant Loans from 3.75% - 9.50% | Mutual Funds | — | — | $1.1M | 0.6% | |
| AM CENT SMCAP VAL R6 | Other securities | — | $87K | $917K | 0.5% | |
| Fidelity FDM Index 2060 IPR | Mutual Funds | — | $47K | $855K | 0.5% | |
| Fidelity FDM Index 2065 IPR | Mutual Funds | — | $36K | $527K | 0.3% | |
| Fidelity FDM Index 2015 IPR | Mutual Funds | — | $37K | $521K | 0.3% | |
| CRLN E MID CAP GR R6 | Other securities | — | $6K | $482K | 0.3% | |
| Fidelity FDM Index 2020 IPR | Mutual Funds | — | $27K | $434K | 0.2% | |
| Fidelity FDM Index 2010 IPR 104 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $23K |
| — |
