DAWN Greco signed Comet Technologies USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comet Technologies USA Inc.'s EIN is 13-3981124.
Download the official 2024 Form 5500 (PDF) for Comet Technologies USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Comet Technologies USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window.
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 | -$562 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2030 Fund R6 N/R | Mutual Funds | — | — | $6.0M | 12.3% | |
| Vanguard Group Vanguard 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $5.9M | 12.1% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund N/R | Mutual Funds | — | — | $4.7M | 9.8% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2035 Fund R6 N/R | Other securities | — | — | $3.5M | 7.3% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2045 Fund R6 N/R | Other securities | — | — | $3.4M | 7.0% | |
| Self-Directed Brokerage Accounts * Fidelity Investments BrokerageLink N/R | Self-Directed Brokerage | — | — | $3.2M | 6.5% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2020 Fund R6 N/R | Other securities | — | — | $2.6M | 5.3% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2040 Fund R6 N/R | Other securities | — | — | $2.3M | 4.7% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2025 Fund R6 N/R | Other securities | — | — | $1.8M | 3.8% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2055 Fund R6 N/R | Other securities | — | — | $1.5M | 3.0% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund N/R | Other securities | — | — | $1.2M | 2.5% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2050 Fund R6 N/R | Other securities | — | — | $1.2M | 2.4% | |
| JPMorgan Investment Advisors JPMorgan Core Plus Bond Fund R6 N/R | Other securities | — | — | $1.1M | 2.4% | |
| Vanguard Group Vanguard Mid Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.0M | 2.1% | |
| Dodge & Cox Dodge & Cox Stock Fund I N/R | Mutual Funds | — | — | $1.0M | 2.1% | |
| American Funds American Funds American Balanced Fund N/R | Mutual Funds | — | — | $928K | 1.9% | |
| R6 Vanguard Group Vanguard Small Cap Index fund Admiral N/R | Common Collective Trusts | — | — | $891K | 1.8% | |
| MFS Mid Cap Value Fund R6 N/R | Mutual Funds | — | — | $838K | 1.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% through | Bonds / Notes | — | — | $775K | 1.6% | |
| JPMorgan Investment Advisors JPMorgan Mid Cap Growth Fund R6 N/R | Other securities | — | — | $553K | 1.1% | |
| JPMorgan Investment Advisors JPMorgan SmartRetirement 2060 Fund R6 N/R | Other securities | — | — | $531K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Growth Fund N/R | Mutual Funds | — | — | $523K | 1.1% | |
| PGIM Investments PGIM High Yield Fund R6 N/R | Other securities | — | — | $388K | 0.8% | |
| Cohen & Steers Cohen & Steers Real Estate Securities N/R | Other securities | — | — | $353K | 0.7% | |
| Fund Z Vanguard Group Vanguard Emerging Markets Stock Index N/R | Mutual Funds | — | — | $305K | 0.6% | |
| Fund Admiral JPMorgan Investment Advisors JPMorgan SmartRetirement Income Fund N/R | Other securities | — | — | $139K | 0.3% | |
| Pioneer Investments Pioneer Strategic Income Fund K N/R | Other securities | — | — | $116K | 0.2% | |
| Columbia Threadneedle Inv. Columbia Small Cap Value Fund II 13 N/R | Other securities | — | — | $70K | 0.1% | |
| Janus Henderson Janus Henderson Developed World Bond N/R | Mutual Funds | — | — | $31K | <0.1% | |
| Fund N * Fidelity Investments Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
