Gudrun Pechtold signed Surteco USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surteco USA Inc.'s EIN is 26-3908590.
Download the official 2024 Form 5500 (PDF) for Surteco USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surteco USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AM FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $5.5M | 19.8% | |
| GREAT GRAY TRUST AM FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $4.7M | 17.0% | |
| GREAT GRAY TRUST AM FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $3.9M | 14.2% | |
| GREAT GRAY TRUST AM FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.5M | 9.2% | |
| GREAT GRAY TRUST AM FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.7M | 6.2% | |
| GREAT GRAY TRUST AM FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.7M | 6.0% | |
| GREAT GRAY TRUST AM FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.4M | 5.2% | |
| maturing through 2029 | Other securities | — | — | $892K | 3.2% | |
| GREAT GRAY TRUST AM FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $783K | 2.8% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $705K | 2.6% | |
| GREAT GRAY TRUST AM FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $544K | 2.0% | |
| JPMorgan Growth Advantage R6 Mutual fund | Other securities | — | — | $352K | 1.3% | |
| Empower Investments EI Fixed Account - Series Class I | Guaranteed Income / GIC | — | — | $349K | 1.3% | |
| GREAT GRAY TRUST AM FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $331K | 1.2% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $316K | 1.1% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $290K | 1.1% | |
| American Funds Bond Fund of Amer R6 Mutual fund | Mutual Funds | — | — | $284K | 1.0% | |
| American Funds American Mutual R6 Mutual fund | Mutual Funds | — | — | $217K | 0.8% | |
| American Century Small Cap Growth R6 Mutual fund | Other securities | — | — | $200K | 0.7% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $194K | 0.7% | |
| MFS Mid Cap Growth R6 Mutual fund | Mutual Funds | — | — | $170K | 0.6% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $160K | 0.6% | |
| American Funds American Balanced R6 Mutual fund | Mutual Funds | — | — | $158K | 0.6% | |
| MFS Mid Cap Value R6 Mutual fund | Mutual Funds | — | — | $72K | 0.3% | |
| MFS Intl Diversification R6 Mutual fund | Mutual Funds | — | — | $57K | 0.2% | |
| PGIM High-Yield R6 Mutual fund | Other securities | — | — | $54K | 0.2% | |
| Fidelity Advisor Small Cap Value Z Mutual fund | Mutual Funds | — | — | $36K | 0.1% | |
| GREAT GRAY TRUST AM FUNDS 2010 I GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $14K | <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 |
|---|---|---|---|---|---|
| PASI | — | FARMINGTON, CT | CONTRACT ADMIN | $27K | — |
