Naoko Yamaguchi signed Sumitomo Pharma America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sumitomo Pharma America, Inc.'s EIN is 22-2536587.
Download the official 2024 Form 5500 (PDF) for Sumitomo Pharma America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sumitomo Pharma America, 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 | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $91K | — |
| 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 Investments Fidelity 500 Index Fund n/a | Common Collective Trusts | — | — | $79.1M | 12.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $77.9M | 12.3% | |
| Fidelity Investments Freedom IDX 2035 IPR n/a | Common Collective Trusts | — | — | $52.9M | 8.3% | |
| NYLI Winslow Large Cap Growth Class R6 n/a | Other securities | — | — | $46.7M | 7.4% | |
| Fidelity Investments Freedom IDX 2030 IPR n/a | Common Collective Trusts | — | — | $40.5M | 6.4% | |
| Fidelity Investments Freedom IDX 2045 IPR n/a | Common Collective Trusts | — | — | $35.9M | 5.7% | |
| Fidelity Investments Freedom IDX 2050 IPR n/a | Common Collective Trusts | — | — | $25.7M | 4.1% | |
| John Hancock Disciplined Value Mid Cap R6 n/a | Other securities | — | — | $19.5M | 3.1% | |
| Fidelity Investments Managed Income Portfolio n/a | Mutual Funds | — | — | $19.2M | 3.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $19.2M | 3.0% | |
| Fidelity Investments Freedom IDX 2025 IPR n/a | Common Collective Trusts | — | — | $18.9M | 3.0% | |
| BlackRock Mid Cap Growth Equity Fund n/a | Other securities | — | — | $17.9M | 2.8% | |
| JP Morgan Core Plus Bond R6 n/a | Other securities | — | — | $17.5M | 2.8% | |
| MFS Value R6 n/a | Mutual Funds | — | — | $17.1M | 2.7% | |
| Fidelity Investments Diversified International Fund K6 n/a | Mutual Funds | — | — | $14.8M | 2.3% | |
| Fidelity Investments Puritan Fund K n/a | Mutual Funds | — | — | $14.8M | 2.3% | |
| Fidelity Investments Freedom IDX 2055 IPR n/a | Common Collective Trusts | — | — | $13.9M | 2.2% | |
| Fidelity Investments Extended Market Index n/a | Mutual Funds | — | — | $12.9M | 2.0% | |
| Victory Sycamore Small Company Opp R6 n/a | Common Stocks | — | — | $11.4M | 1.8% | |
| Vanguard Total International Stock Investor n/a | Mutual Funds | — | — | $8.3M | 1.3% | |
| Principal Small Cap Growth I R6 n/a | Other securities | — | — | $8.0M | 1.3% | |
| MFS International Value R6 n/a | Mutual Funds | — | — | $8.0M | 1.3% | |
| Fidelity Investments Freedom IDX 2020 IPR n/a | Common Collective Trusts | — | — | $6.1M | 1.0% | |
| Vanguard Total Bond Market Institutional n/a | Mutual Funds | — | — | $4.9M | 0.8% | |
| Fidelity Investments Freedom IDX 2060 IPR n/a | Common Collective Trusts | — | — | $3.4M | 0.5% | |
| Notes receivable from participants Interest rates from 4.25% to 10.50%; | Bonds / Notes | — | — | $2.0M | 0.3% | |
| Fidelity Investments Freedom IDX 2065 IPR n/a | Common Collective Trusts | — | — | $1.6M | 0.3% | |
| Fidelity Investments Freedom IDX Income IPR n/a | Common Collective Trusts | — | — | $1.4M | 0.2% | |
| Fidelity Investments Freedom IDX 2015 IPR n/a | Common Collective Trusts | — | — | $468K | <0.1% | |
| Fidelity Investments Freedom IDX 2010 IPR n/a | Common Collective Trusts | — | — | $407K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $22K | — |
