Oliver Treilobs signed Aichi Forge USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aichi Forge USA, Inc.'s EIN is 31-1545045.
Download the official 2024 Form 5500 (PDF) for Aichi Forge USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aichi Forge 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT ADVISORY | $67K | — |
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 Retirement K Fd Mutual Fund | Other securities | — | — | $3.7M | 29.2% | |
| BlackRock Lifepath Index 2035 Fd Mutual Fund | Other securities | — | — | $1.8M | 14.2% | |
| BlackRock Lifepath Index 2030 Fd Mutual Fund | Other securities | — | — | $1.1M | 9.0% | |
| BlackRock Lifepath Index 2040 Fd Mutual Fund | Other securities | — | — | $1.1M | 9.0% | |
| BlackRock Lifepath Index 2050 Fd Mutual Fund | Other securities | — | — | $1.1M | 8.9% | |
| BlackRock Lifepath Index 2045 Fd Mutual Fund | Other securities | — | — | $733K | 5.8% | |
| Various maturity dates and interest rates ranging from * Notes receivable from participants 3.25% to 8.50% | Bonds / Notes | — | — | $698K | 5.5% | |
| Vanguard Total Stock Market Index Admiral Fd Mutual Fund | Common Collective Trusts | — | — | $572K | 4.5% | |
| Vanguard Wellesley Income Admiral Fd Mutual Fund | Mutual Funds | — | — | $288K | 2.3% | |
| BlackRock Lifepath Index 2055 Fd Mutual Fund | Other securities | — | — | $284K | 2.3% | |
| FISHER INV ALL WRLD EQ COL CL3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $243K | 1.9% | |
| Vanguard Federal Money Market Investor Fd Mutual Fund | Mutual Funds | — | — | $217K | 1.7% | |
| Vanguard Growth Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $205K | 1.6% | |
| BlackRock Lifepath Index 2060 Fd Mutual Fund | Other securities | — | — | $144K | 1.1% | |
| Baird Core Plus Bond I Fund Mutual Fund | Other securities | — | — | $115K | 0.9% | |
| PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $62K | 0.5% | |
| Vanguard Small Cap Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $36K | 0.3% | |
| JP Morgan Emerging Markets Equity R6 Fd Mutual Fund | Other securities | — | — | $33K | 0.3% | |
| Vanguard Value Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| (E) | Other securities | — | $18K | $20K | 0.2% | |
| BlackRock Lifepath Index 2065 Fd Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| American Funds American Balanced R6 Fd Mutual Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Total Bond Market Index Admiral Fd Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Total World Stock Index Admiral Fd Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Total International Stock Index Admiral Fd Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Mid Cap Index Admiral Fd Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Advsr Stable Value C I Collective Trust | Stable Value | — | — | $3K | <0.1% | |
| FIDELITY ADVSR STBL VALUE C I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3K | <0.1% | |
| DFA Global Real Estate Securities I Fd Mutual Fund ** 868 JP Morgan Mid Cap Value R6 Fd Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| FISHER INV US FIX INC COLL CL3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $1K | <0.1% | |
| PGIM Global Total Return USD Hedged R6 Fd Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
