Yvonne Nicklay signed Surewerx USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surewerx USA Inc.'s EIN is 36-1754390.
Download the official 2024 Form 5500 (PDF) for Surewerx USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surewerx USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS LLC | 82-1301701 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $2.1M | 14.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.8M | 12.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $1.3M | 9.2% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $1.2M | 8.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.2M | 8.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $976K | 6.7% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund ** 936 T. Rowe Price T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $925K | 6.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $603K | 4.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $489K | 3.4% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $440K | 3.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $405K | 2.8% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $259K | 1.8% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $241K | 1.7% | |
| Participants Notes receivable from participants (interest rates ranging | Other securities | — | — | $215K | 1.5% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $208K | 1.4% | |
| MFS International Growth Fund | Mutual Funds | — | — | $151K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $147K | 1.0% | |
| American Century American Century One Choice Aggressive Investor Fund | Other securities | — | — | $138K | 0.9% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $113K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund ** 979 T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $105K | 0.7% | |
| Thornburg Strategic Income Fund | Other securities | — | — | $80K | 0.6% | |
| Franklin Templeton Franklin Small Cap Value Fund | Mutual Funds | — | — | $57K | 0.4% | |
| American Century American Century Small Cap Growth Fund | Other securities | — | — | $50K | 0.3% | |
| Columbia Threadneedle Columbia Overseas Value Fund | Other securities | — | — | $37K | 0.3% | |
| Cohen & Steers C&S Real Estate Securities Fund | Other securities | — | — | $16K | 0.1% | |
| PIMCO Commodity RealReturn Strategy Fund | Mutual Funds | — | — | $7K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $2K | <0.1% | |
| American Century American Century One Choice Conservative Investor Fund | Other securities | — | — | $1K | <0.1% | |
| American Century American Century One Choice Moderate Investor 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.
