Clarence LO signed Hutchinson Technology Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hutchinson Technology Incorporated's EIN is 41-0901840.
Download the official 2024 Form 5500 (PDF) for Hutchinson Technology Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hutchinson Technology Incorporated's plan includes a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $90K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $79.0M | 38.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.9M | 7.2% | |
| Eagle Mid Cap Growth R5 | Other securities | — | — | $12.3M | 5.9% | |
| T Rowe Price New Horizons Fund | Mutual Funds | — | — | $9.5M | 4.6% | |
| TARGET RETIREMENT 2025 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $8.3M | 4.0% | |
| TARGET RETIREMENT 2035 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $8.1M | 3.9% | |
| American EuroPacific Growth R6 | Other securities | — | — | $8.0M | 3.9% | |
| JP Morgan Mid Cap Value I | Other securities | — | — | $6.8M | 3.3% | |
| TARGET RETIREMENT 2030 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $6.8M | 3.3% | |
| TARGET RETIREMENT 2040 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $6.7M | 3.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5.3M | 2.6% | |
| TARGET RETIREMENT 2045 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $5.0M | 2.4% | |
| Victory Integrity Small Cap Val R | Other securities | — | — | $4.9M | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.4M | 2.1% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $4.3M | 2.1% | |
| TARGET RETIREMENT 2050 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $2.4M | 1.1% | |
| TARGET RETIREMENT 2020 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| BlackRock Total Return Fund | Other securities | — | — | $1.9M | 0.9% | |
| TARGET RETIREMENT 2055 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.2M | 0.6% | |
| T Rowe Price International Discovery Fund | Mutual Funds | — | — | $1.1M | 0.5% | |
| SSgA Target Ret Inc NL Ser M | Common Stocks | — | — | $1.1M | 0.5% | |
| TARGET RETIREMENT INCOME NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| TARGET RETIREMENT 2060 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $837K | 0.4% | |
| PIMCO Global Bond US Dollar Hedged A | Mutual Funds | — | — | $449K | 0.2% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $444K | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $318K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
