Daniel Estebanez signed Sojitz Corporation of America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sojitz Corporation of America's EIN is 13-5610360.
Download the official 2024 Form 5500 (PDF) for Sojitz Corporation of America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sojitz Corporation of America's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $71K | — |
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 RETIRE 2035 I Mutual fund | Other securities | — | — | $8.6M | 9.0% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $8.5M | 8.8% | |
| TRP RETIRE 2025 I Mutual fund | Other securities | — | — | $7.4M | 7.7% | |
| AB LG CAP GRTH Z Mutual fund | Other securities | — | — | $6.8M | 7.1% | |
| VANG VMMR-FED MMKT Money market fund | Cash / Money Market | — | — | $6.4M | 6.6% | |
| PGIM J GROWTH R6 Mutual fund | Other securities | — | — | $6.3M | 6.5% | |
| TRP RETIRE 2030 I Mutual fund | Other securities | — | — | $6.0M | 6.2% | |
| JPM US EQUITY R6 Mutual fund | Other securities | — | — | $5.0M | 5.2% | |
| TRP RETIRE 2045 I Mutual fund | Other securities | — | — | $4.9M | 5.1% | |
| AF BALANCED R6 Mutual fund | Other securities | — | — | $4.2M | 4.4% | |
| FIRST EAGLE GLBL R6 Mutual fund | Other securities | — | — | $3.4M | 3.6% | |
| PGIM TOTAL RTN BD R6 Mutual fund | Other securities | — | — | $3.2M | 3.3% | |
| TRP RETIRE 2050 I Mutual fund | Other securities | — | — | $3.0M | 3.2% | |
| TRP RETIRE 2040 I Mutual fund | Other securities | — | — | $3.0M | 3.1% | |
| MFS VALUE R6 Mutual fund | Mutual Funds | — | — | $2.3M | 2.4% | |
| MSIF INTL ADV PTF I Mutual fund | Other securities | — | — | $2.1M | 2.2% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $1.9M | 2.0% | |
| J H ENTERPRISE N Mutual fund | Other securities | — | — | $1.8M | 1.9% | |
| PIM REAL RETURN INST Mutual fund | Other securities | — | — | $1.6M | 1.7% | |
| JPM MID CAP VALUE R6 Mutual fund | Other securities | — | — | $1.6M | 1.7% | |
| AF WASH MUTL INV R6 Mutual fund | Other securities | — | — | $1.6M | 1.6% | |
| TRP RETIRE 2055 I Mutual fund | Other securities | — | — | $1.3M | 1.4% | |
| FID MID CAP STOCK K Mutual fund | Mutual Funds | — | — | $778K | 0.8% | |
| J H TRITON N Mutual fund | Other securities | — | — | $736K | 0.8% | |
| MGL EM MKTS EQ R6 Mutual fund | Other securities | — | — | $683K | 0.7% | |
| AS SPL SM CAP VAL R6 Mutual fund | Other securities | — | — | $539K | 0.6% | |
| TRP RETIRE 2020 I Mutual fund | Other securities | — | — | $537K | 0.6% | |
| TRP RETIRE 2005 I Mutual fund | Other securities | — | — | $505K | 0.5% | |
| TRP RETIRE 2060 I Mutual fund | Other securities | — | — | $504K | 0.5% | |
| PGIM GLB TOT RTN R6 Mutual fund | Other securities | — | — | $433K | 0.4% | |
| Notes receivable from participants (participant loans) 3.25% - 8.50% -0- | Bonds / Notes | — | — | $390K | 0.4% | |
| TRP RETIRE 2015 I Mutual fund | Other securities | — | — | $111K | 0.1% | |
| FID GOVT MMKT Money market fund | Mutual Funds | — | — | $28K | <0.1% | |
| TRP RETIRE 2065 I Mutual fund | Other securities | — | — | $6K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKONLY & ASBURY | 23-1909723 | — | ACCOUNTANT/AUDITOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER DANESH LLC | 27-3395775 | — | ACTUARY | $10K | — |
