David Massoth signed Sonova U.S. Corporate Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonova U.S. Corporate Services, LLC's EIN is 26-0811994.
Download the official 2023 Form 5500 (PDF) for Sonova U.S. Corporate Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sonova U.S. Corporate Services, LLC'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 | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath® Index 2040 Fund | Other securities | — | — | $6.6M | 11.9% | |
| BlackRock LifePath® Index 2050 Fund | Other securities | — | — | $5.8M | 10.5% | |
| BlackRock LifePath® Index 2030 Fund | Other securities | — | — | $5.7M | 10.4% | |
| BlackRock LifePath® Index 2045 Fund | Other securities | — | — | $5.1M | 9.3% | |
| BlackRock LifePath® Index 2035 Fund | Other securities | — | — | $4.7M | 8.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.4M | 8.0% | |
| BlackRock LifePath® Index 2025 Fund | Other securities | — | — | $4.4M | 7.9% | |
| BlackRock LifePath® Index 2055 Fund | Other securities | — | — | $4.2M | 7.7% | |
| BlackRock LifePath® Index Retirement Fund | Other securities | — | — | $2.5M | 4.6% | |
| Pioneer Investments Fundamental Growth Fund | Other securities | — | — | $2.0M | 3.7% | |
| BlackRock LifePath® Index 2060 Fund | Other securities | — | — | $1.2M | 2.1% | |
| Principal Funds MidCap Fund | Other securities | — | — | $1.1M | 2.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $962K | 1.7% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $911K | 1.6% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $890K | 1.6% | |
| Participants Participant Loans - 4.25% to 10.50% | Bonds / Notes | — | — | $784K | 1.4% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $614K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $547K | 1.0% | |
| American Funds Small Cap World Fund | Mutual Funds | — | — | $451K | 0.8% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $371K | 0.7% | |
| BlackRock LifePath® Index 2065 Fund | Other securities | — | — | $358K | 0.6% | |
| Invesco Discover Fund | Mutual Funds | — | — | $355K | 0.6% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $215K | 0.4% | |
| AllianceBernstein AB Discovery Value Fund | Other securities | — | — | $183K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $159K | 0.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $137K | 0.2% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $113K | 0.2% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $113K | 0.2% | |
| BrandywineGLOBAL Corporate Credit Fund | Other securities | — | — | $105K | 0.2% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $60K | 0.1% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $50K | <0.1% | |
| Calamos Market Neutral Income Fund | Other securities | — | — | $32K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $24K | <0.1% | |
| PIMCO REAL RETURN SEI TRUST COMPANY · EIN 27-0833992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MFS EMRG MKT DEBT 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 004 | 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.
