Sonia Burak signed Mitsubishi Logisnext Americas Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitsubishi Logisnext Americas Inc.'s EIN is 34-1710051.
Download the official 2024 Form 5500 (PDF) for Mitsubishi Logisnext Americas Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitsubishi Logisnext Americas Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $227K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Registered investment companies Alliance Bernstein Large Cap Growth Fund | Other securities | — | — | $49.1M | 17.9% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $35.0M | 12.7% | |
| Fidelity Investments Fidelity Fdm Index 2035 IPR Fund | Mutual Funds | — | — | $19.9M | 7.2% | |
| Fidelity Investments Fidelity Fdm Index 2030 IPR Fund | Mutual Funds | — | — | $19.7M | 7.2% | |
| Fidelity Investments Fidelity Fdm Index 2040 IPR Fund | Mutual Funds | — | — | $17.3M | 6.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.7M | 5.7% | |
| Fidelity Investments Fidelity Fdm Index 2050 IPR Fund | Mutual Funds | — | — | $13.6M | 5.0% | |
| Fidelity Investments Balanced Fund | Mutual Funds | — | — | $13.2M | 4.8% | |
| Money Market Fund Vanguard Vang Vmmr-Fed MMKT Fund | Mutual Funds | — | — | $12.1M | 4.4% | |
| Fidelity Investments Fidelity Fdm Index 2045 IPR Fund | Mutual Funds | — | — | $9.5M | 3.5% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $6.7M | 2.4% | |
| Fidelity Investments Fidelity Fdm Index 2025 IPR Fund | Mutual Funds | — | — | $6.3M | 2.3% | |
| Fidelity Investments Fidelity Fdm Index 2055 IPR Fund | Mutual Funds | — | — | $6.2M | 2.3% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $5.4M | 1.9% | |
| Participant loans Loan to plan participants with varying maturity dates through October 2034 and interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $5.3M | 1.9% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $5.1M | 1.9% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $5.0M | 1.8% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.3M | 1.6% | |
| John Hancock International Growth R6 Fund | Other securities | — | — | $3.9M | 1.4% | |
| Fidelity Investments Fidelity Fdm Index 2060 IPR Fund | Mutual Funds | — | — | $3.9M | 1.4% | |
| American Century Small Cap Growth Fund | Other securities | — | — | $3.3M | 1.2% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $3.0M | 1.1% | |
| Fidelity Investments Fidelity Fdm Index 2065 IPR Fund | Mutual Funds | — | — | $2.2M | 0.8% | |
| Fidelity Investments Fidelity Fdm Index 2020 IPR Fund | Mutual Funds | — | — | $1.6M | 0.6% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $1.5M | 0.5% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $1.5M | 0.5% | |
| Hartford Strategic Income Fund | Other securities | — | — | $1.4M | 0.5% | |
| Fidelity Investments Fidelity Fdm Index Income IPR Fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 0.4% | |
| Fidelity Investments Fidelity Fdm Index 2015 IPR Fund | Mutual Funds | — | — | $490K | 0.2% | |
| MFS Global Real Estate Fund | Mutual Funds | — | — | $261K | <0.1% | |
| Fidelity Investments Fidelity Fdm Index 2005 IPR Fund ** - * Fidelity Investments Fidelity Fdm Index 2010 IPR Fund | Mutual Funds | — | — | $24K | <0.1% | |
| Fidelity Investments Fidelity Fdm Index 2070 IPR Fund | Mutual Funds | — | — | $15K | <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 |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $26K | — |
