David Dean signed Kyocera Senco Industrial Tools, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kyocera Senco Industrial Tools, Inc.'s EIN is 27-0375987.
Download the official 2024 Form 5500 (PDF) for Kyocera Senco Industrial Tools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kyocera Senco Industrial Tools, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SERVICES, LLC | 27-1746834 | — | INVESTMENT ADVISOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| COLLECTIVE TRUST FUND MetLife Stable Value Fund 16,178 | Stable Value | — | — | $3.3M | 11.1% | |
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST CO. · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.3M | 11.1% | |
| T. Rowe Price Retirement 2045 Fund 126,321 | Other securities | — | — | $2.8M | 9.5% | |
| JP Morgan Large Cap Growth Fund 32,876 | Other securities | — | — | $2.8M | 9.3% | |
| T. Rowe Price Retirement 2025 Fund 159,340 | Other securities | — | — | $2.6M | 8.9% | |
| Hartford Core Equity Fund 42,651 | Other securities | — | — | $2.3M | 7.7% | |
| T. Rowe Price Retirement 2035 Fund 102,063 | Other securities | — | — | $2.1M | 7.3% | |
| JP Morgan US Government Market Cap 238 ** 238 MFS Total Return Bond Fund 220,320 | Mutual Funds | — | — | $2.1M | 7.0% | |
| Vanguard Windsor II Fund 22,377 | Mutual Funds | — | — | $1.8M | 6.0% | |
| JP Morgan International Equity 73,511 | Other securities | — | — | $1.4M | 4.6% | |
| Fidelity 500 Index Fund 5,189 | Common Collective Trusts | — | — | $1.1M | 3.6% | |
| REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value Fund 49,732 | Other securities | — | — | $773K | 2.6% | |
| JP Morgan Small Cap Growth Fund 30,949 | Other securities | — | — | $691K | 2.3% | |
| T. Rowe Price Retirement 2030 Fund 25,491 | Other securities | — | — | $653K | 2.2% | |
| T. Rowe Price Retirement 2050 Fund 29,812 | Other securities | — | — | $564K | 1.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-9.50%, with maturities through March 2030 0 | Bonds / Notes | — | — | $484K | 1.6% | |
| T. Rowe Price Retirement 2015 Fund 37,967 | Other securities | — | — | $477K | 1.6% | |
| Eagle Mid Cap Growth Fund 5,653 | Other securities | — | — | $441K | 1.5% | |
| MFS Value Fund 9,107 | Mutual Funds | — | — | $441K | 1.5% | |
| T. Rowe Price Retirement 2055 Fund 22,062 | Other securities | — | — | $439K | 1.5% | |
| T. Rowe Price Retirement 2040 Fund 14,080 | Other securities | — | — | $430K | 1.5% | |
| Vanguard Small Cap Value Index 4,903 | Mutual Funds | — | — | $418K | 1.4% | |
| T. Rowe Price Retirement 2060 Fund 23,857 | Other securities | — | — | $396K | 1.3% | |
| American Funds Balanced Fund 11,315 | Mutual Funds | — | — | $389K | 1.3% | |
| Fidelity Mid Cap Index Fund 7,246 | Common Collective Trusts | — | — | $245K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund 14,994 | Other securities | — | — | $193K | 0.7% | |
| Fidelity Small Cap Index Fund 6,826 | Common Collective Trusts | — | — | $189K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund 3,268 | Other securities | — | — | $61K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund 2,343 | Other securities | — | — | $35K | 0.1% | |
| T. Rowe Price Retirement 2005 Fund 860 | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
