Mark Blanke signed Delfingen US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delfingen US, Inc.'s EIN is 38-3082329.
Download the official 2024 Form 5500 (PDF) for Delfingen US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delfingen US, Inc.'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES, INC. | 16-1450952 | — | NONE | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 20.3% | |
| Janus Henderson Balanced Fund N | Mutual Funds | — | — | $2.0M | 19.9% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.1M | 10.5% | |
| Schwab Fundamental US Large Co Fund Instl | Mutual Funds | — | — | $665K | 6.6% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $608K | 6.0% | |
| Champlain Mid Cap Fund | Other securities | — | — | $523K | 5.2% | |
| PIMCO Income Fund P | Mutual Funds | — | — | $473K | 4.7% | |
| BlackRock Tactical Opportunities Fund lnstl | Other securities | — | — | $318K | 3.1% | |
| Matrix Trust Company T. Rowe Price Health Sciences Fund | Common Stocks | — | — | $307K | 3.0% | |
| American Funds Small Cap World Fund Class R6 | Mutual Funds | — | — | $276K | 2.7% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $254K | 2.5% | |
| Tweedy Browne Global Value Fund | Other securities | — | — | $252K | 2.5% | |
| Natixis Vaughan Nelson Small Cap Fund | Other securities | — | — | $215K | 2.1% | |
| American Funds Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $207K | 2.0% | |
| Participants Participant notes receivable bearing interest at rates varying from 4.25 to 9.50 percent - | Other securities | — | — | $174K | 1.7% | |
| T. Rowe Price Real Assets Fund | Other securities | — | — | $95K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
