Debbie Duhamell signed Illumina, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Illumina, Inc.'s EIN is 33-0804655.
Download the official 2024 Form 5500 (PDF) for Illumina, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Illumina, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $306K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $159.1M | 14.4% | |
| T. Rowe Price Retirement 2045 F Common Collective Trust | Common Collective Trusts | — | — | $114.5M | 10.4% | |
| TRP RET BLEND 2045 F T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $114.5M | 10.4% | |
| TRP RET BLEND 2040 F T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $114.4M | 10.4% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $105.8M | 9.6% | |
| T. Rowe Price Retirement 2050 F Common Collective Trust | Common Collective Trusts | — | — | $91.4M | 8.3% | |
| TRP RET BLEND 2050 F T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $91.4M | 8.3% | |
| T. Rowe Price Retirement 2035 F Common Collective Trust | Common Collective Trusts | — | — | $82.9M | 7.5% | |
| TRP RET BLEND 2035 F T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $82.9M | 7.5% | |
| T. Rowe Price Retirement 2055 F Common Collective Trust | Common Collective Trusts | — | — | $71.7M | 6.5% | |
| TRP RET BLEND 2055 F T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $71.7M | 6.5% | |
| T. Rowe Price Retirement 2030 F Common Collective Trust | Common Collective Trusts | — | — | $67.7M | 6.1% | |
| TRP RET BLEND 2030 F T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $67.7M | 6.1% | |
| T. Rowe Price Retirement 2025 F Common Collective Trust | Common Collective Trusts | — | — | $37.9M | 3.4% | |
| TRP RET BLEND 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $37.9M | 3.4% | |
| TRP RET BLEND 2060 F T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $37.8M | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $23.5M | 2.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $19.8M | 1.8% | |
| T. Rowe Price New Horizons Fund Mutual Fund | Other securities | — | — | $19.5M | 1.8% | |
| Vanguard Cash Reserves Fed MM Fund Mutual Fund | Mutual Funds | — | — | $17.9M | 1.6% | |
| Fidelity Total Bond Fund K6 Mutual Fund | Mutual Funds | — | — | $17.6M | 1.6% | |
| T. Rowe Price Retirement 2020 F Common Collective Trust | Common Collective Trusts | — | — | $17.5M | 1.6% | |
| TRP RET BLEND 2020 F T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $17.5M | 1.6% | |
| BrokerageLink Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $14.3M | 1.3% | |
| JP Morgan Value Advance L Fund Mutual Fund | Other securities | — | — | $13.8M | 1.3% | |
| Vanguard Selected Value Fund Mutual Fund | Mutual Funds | — | — | $10.8M | 1.0% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.4M | 0.9% | |
| Dodge and Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $10.1M | 0.9% | |
| Participant loans November 2039 - | Participant loans | — | — | $8.7M | 0.8% | |
| Vanguard Short Term Investment Grade Mutual Fund | Mutual Funds | — | — | $8.1M | 0.7% | |
| Baird Mid Cap Institutional Fund Mutual Fund | Other securities | — | — | $6.9M | 0.6% | |
| DFA US Target Value I Mutual Fund | Mutual Funds | — | — | $5.5M | 0.5% | |
| DFA Real Estate Securities Fund Mutual Fund | Mutual Funds | — | — | $4.6M | 0.4% | |
| DFA Emerging Market Core Equity Mutual Fund | Mutual Funds | — | — | $3.8M | 0.3% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.3% | |
| T. Rowe Price Spectrum Income Fund Mutual Fund | Other securities | — | — | $1.5M | 0.1% | |
| T. Rowe Price Retirement 2065 F Common Collective Trust | Common Collective Trusts | — | — | $989K | <0.1% | |
| TRP RET BLEND 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $989K | <0.1% | |
| DFA International Small Co Fund I Mutual Fund | Mutual Funds | — | — | $809K | <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 |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTING | $32K | — |