Jeffrey Zaucha signed Kyocera SGS Precision Tools, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kyocera SGS Precision Tools, Inc.'s EIN is 34-1437898.
Download the official 2024 Form 5500 (PDF) for Kyocera SGS Precision Tools, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kyocera SGS Precision Tools, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $65K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $8.3M | 19.9% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $3.6M | 8.6% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $3.6M | 8.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $3.5M | 8.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.4M | 8.0% | |
| Vanguard Group Vanguard Total Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $3.0M | 7.3% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.5M | 6.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.2M | 5.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $1.3M | 3.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.2M | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $907K | 2.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $778K | 1.9% | |
| Participant loans Interest rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $747K | 1.8% | |
| The American Funds American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $687K | 1.7% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $686K | 1.6% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $584K | 1.4% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth R6 Fund | Common Stocks | — | — | $526K | 1.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $448K | 1.1% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $443K | 1.1% | |
| MFS Investment Management MFS Value R6 Fund | Mutual Funds | — | — | $411K | 1.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $350K | 0.8% | |
| Principal Life Insurance Company Principal Lifetime Strategic Income Separate Acct Z | Common Stocks | — | — | $311K | 0.7% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $311K | 0.7% | |
| Vanguard Group Vanguard RE Index Admiral Fund | Mutual Funds | — | — | $274K | 0.7% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral Fund | Mutual Funds | — | — | $239K | 0.6% | |
| MFS Investment Management MFS New Discovery Value R6 Fund | Mutual Funds | — | — | $174K | 0.4% | |
| Legg Mason ClearBridge Small Cap Growth IS Fund | Other securities | — | — | $134K | 0.3% | |
| Self-Directed Brokerage Account Schwab Funds Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $131K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $14K | <0.1% | |
| (E) | Other securities | — | — | $14K | <0.1% |
