Manling YIP signed Trodat USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trodat USA, Inc.'s EIN is 20-3075088.
Download the official 2024 Form 5500 (PDF) for Trodat USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trodat USA, 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 | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $3.6M | 19.8% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.3M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 7.1% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.2M | 6.5% | |
| Fidelity Value Fund | Mutual Funds | — | — | $1.2M | 6.4% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.1M | 6.0% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $966K | 5.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $754K | 4.2% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $721K | 4.0% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $573K | 3.2% | |
| Fidelity Growth Strategies Fund | Mutual Funds | — | — | $531K | 2.9% | |
| Fidelity Equity Dividend Income Fund | Mutual Funds | — | — | $517K | 2.9% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $475K | 2.6% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $462K | 2.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $420K | 2.3% | |
| Notes receivable from participants Interest rates ranging from 4% to 7% | Other securities | — | — | $386K | 2.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $287K | 1.6% | |
| Fidelity Mid Cap Value Fund | Mutual Funds | — | — | $285K | 1.6% | |
| Fidelity Stock Selector Small Cap Fund | Mutual Funds | — | — | $243K | 1.3% | |
| Fidelity Stock Selector Mid Cap Fund | Mutual Funds | — | — | $212K | 1.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $204K | 1.1% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $198K | 1.1% | |
| Fidelity Stock Selector | Mutual Funds | — | — | $87K | 0.5% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $78K | 0.4% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $64K | 0.4% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
