Cristy Meyer signed Systems & Technology Research LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Systems & Technology Research LLC's EIN is 27-3556936.
Download the official 2024 Form 5500 (PDF) for Systems & Technology Research LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Systems & Technology Research LLC's plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction.
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 | $256 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $24.9M | 14.0% | |
| Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares | Mutual Funds | — | — | $19.9M | 11.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $11.8M | 6.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $10.9M | 6.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $10.3M | 5.8% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $9.9M | 5.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $8.8M | 4.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $8.5M | 4.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $8.5M | 4.7% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $8.4M | 4.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $6.4M | 3.6% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $6.0M | 3.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.3M | 3.0% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $3.2M | 1.8% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $3.1M | 1.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.9M | 1.6% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.7M | 1.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.5M | 1.4% | |
| Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $2.5M | 1.4% | |
| Vanguard Treasury Money Market Fund Investor Shares | Mutual Funds | — | — | $2.4M | 1.3% | |
| T. Rowe T. Rowe Price Institutional Long Duration Credit Fund | Other securities | — | — | $1.9M | 1.1% | |
| Blackrock High Yield Portfolio Fund Class K | Other securities | — | — | $1.8M | 1.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 1.0% | |
| Brokerage Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $1.6M | 0.9% | |
| Fidelity Balanced K6 Fund | Mutual Funds | — | — | $1.5M | 0.9% | |
| Dimensional DFA Global Equity Portfolio Institutional Class | Mutual Funds | — | — | $1.5M | 0.9% | |
| Fidelity International Small Cap Opportunities Fund | Mutual Funds | — | — | $1.4M | 0.8% | |
| Dimensional DFA U.S. Small Cap Growth Portfolio Institutional Class | Mutual Funds | — | — | $772K | 0.4% | |
| Dimensional DFA International Value Portfolio Institutional Class | Mutual Funds | — | — | $758K | 0.4% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $734K | 0.4% | |
| Parametric Commodity Strategy Fund Class I | Other securities | — | — | $650K | 0.4% | |
| Notes receivabe Participant Loans - Interest ranging from participants 4.25% to 9.50% maturity through 2054 - | Bonds / Notes | — | — | $646K | 0.4% | |
| Dimensional DFA Large Cap International Portfolio Institutional Class | Mutual Funds | — | — | $628K | 0.4% | |
| American Funds American Funds Multi-Sector Income Fund Class R-6 | Mutual Funds | — | — | $611K | 0.3% | |
| Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $583K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $466K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $466K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $450K | 0.3% | |
| T. Rowe T. Rowe Price Global Multi-Sector Bond Fund I Class | Other securities | — | — | $407K | 0.2% | |
| American Funds American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $363K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $240K | 0.1% | |
| American Funds American Funds Capital Income Builder Class R-6 | Mutual Funds | — | — | $217K | 0.1% | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional Class | Mutual Funds | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
