Marlena Kassay signed BOWE Systec North America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOWE Systec North America's EIN is 45-3265698.
Download the official 2024 Form 5500 (PDF) for BOWE Systec North America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOWE Systec North America'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $49K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $2.0M | 16.3% | |
| PGIM JENNISON GROWTH - A | Registered Investment Companies | — | — | $1.4M | 11.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.2M | 9.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.0M | 8.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $849K | 6.8% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $822K | 6.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $687K | 5.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $565K | 4.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $489K | 3.9% | |
| FRANKLIN SMALL MID CP GR -ADV | Registered Investment Companies | — | — | $386K | 3.1% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $356K | 2.8% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $348K | 2.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $343K | 2.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $331K | 2.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $312K | 2.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $270K | 2.2% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $257K | 2.1% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $182K | 1.5% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $124K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $80K | 0.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $66K | 0.5% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $48K | 0.4% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $44K | 0.4% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $19K |
| — |
