Jennifer Husby signed KUKA Systems North America LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KUKA Systems North America LLC's EIN is 38-1918885.
Download the official 2024 Form 5500 (PDF) for KUKA Systems North America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KUKA Systems North America LLC'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 | $277K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | CONSULTANT | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-2492570 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $25.6M | 11.6% | |
| T. ROWE PRICE RTM 2030 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $24.1M | 10.9% | |
| T. ROWE PRICE RTM 2025 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $23.5M | 10.6% | |
| T. ROWE PRICE RTM 2035 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.7M | 9.8% | |
| T. ROWE PRICE RTM 2020 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $18.9M | 8.5% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $13.1M | 5.9% | |
| T. ROWE PRICE RTM 2040 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.1M | 5.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $10.8M | 4.9% | |
| T. ROWE PRICE RTM 2045 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.9M | 4.0% | |
| T. ROWE PRICE RTM 2050 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.5M | 3.9% | |
| Principal Life Insurance Company Principal Guaranteed Option, at contract value | Common Stocks | — | — | $7.6M | 3.4% | |
| T. ROWE PRICE RTM 2055 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.0% | |
| Lord Abbett Short Duration Income R5 Fund | Mutual Funds | — | — | $3.1M | 1.4% | |
| to 10.50% with various maturities | Bonds / Notes | — | — | $3.1M | 1.4% | |
| Vanguard Group Vanguard Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $2.6M | 1.2% | |
| T. ROWE PRICE RTM 2015 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| PIMCO Investment Grade Credit Bond Institutional Fund | U.S. Treasuries | — | — | $2.1M | 1.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 0.9% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $2.1M | 0.9% | |
| Vanguard Group Vanguard Equity-Income Adm Fund | Mutual Funds | — | — | $2.0M | 0.9% | |
| Vanguard Group Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $1.8M | 0.8% | |
| Columbia Dividend Income I Fund | Other securities | — | — | $1.8M | 0.8% | |
| MFS Investment Management MFS Mid-Cap Growth R3 Fund | Mutual Funds | — | — | $1.7M | 0.8% | |
| Vanguard Group Vanguard Short-Term Investment-Grade Admiral Fund | Mutual Funds | — | — | $1.6M | 0.7% | |
| T ROWE PRICE RTM 2060 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $1.4M | 0.6% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $1.3M | 0.6% | |
| Vanguard Group Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $1.3M | 0.6% | |
| T ROWE PRICE RTM 2065 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $958K | 0.4% | |
| Janus Henderson Janus Henderson Triton I Fund | Mutual Funds | — | — | $900K | 0.4% | |
| Allspring Special Mid Cap Value A Fund | Mutual Funds | — | — | $827K | 0.4% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $786K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $714K | 0.3% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $651K | 0.3% | |
| Legg Mason ClearBridge International Growth FI Fund | Other securities | — | — | $631K | 0.3% | |
| Vanguard Group Vanguard International Value Inv Fund | Mutual Funds | — | — | $620K | 0.3% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 Fund | Other securities | — | — | $597K | 0.3% | |
| Western Asset Management Co. Western Asset Core Bond I Fund | Common Stocks | — | — | $549K | 0.2% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $524K | 0.2% | |
| T. ROWE PRICE RTM 2005 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $469K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $435K | 0.2% | |
| T. ROWE PRICE RTM 2010 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $367K | 0.2% | |
| BlackRock Commodity Strategies Portfolio Institutional Fund | Other securities | — | — | $303K | 0.1% | |
| MFS Investment Management MFS Research International R3 Fund | Mutual Funds | — | — | $187K | <0.1% | |
| T. ROWE PRICE RTMT BAL TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $72K | <0.1% | |
| (E) | Other securities | — | — | $72K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
