Diane Wassenar signed Primetals Technologies USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primetals Technologies USA LLC's EIN is 47-1368965.
Download the official 2024 Form 5500 (PDF) for Primetals Technologies USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primetals Technologies USA LLC's plan includes a 401(k) feature, automatic enrollment, profit-sharing, a self-directed brokerage window.
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 | -$97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $98K | — |
| USI ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard 500 Index Admiral Class N/R | Mutual Funds | — | — | $54.0M | 20.1% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2030 R5 N/R | Other securities | — | — | $36.5M | 13.6% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2040 R5 N/R | Other securities | — | — | $25.7M | 9.6% | |
| Guaranteed Interest Account * New York Life Insurance Company New York Life Guaranteed Interest N/R | Common Stocks | — | — | $21.9M | 8.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth N/R | Other securities | — | — | $18.3M | 6.8% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2050 R5 N/R | Other securities | — | — | $16.5M | 6.2% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Brokerage Account N/R | Self-Directed Brokerage | — | — | $15.9M | 5.9% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2020 R5 N/R | Other securities | — | — | $12.9M | 4.8% | |
| The Vanguard Group Vanguard Selected Value N/R | Mutual Funds | — | — | $12.3M | 4.6% | |
| Dodge & Cox Funds Dodge & Cox Income N/R | Mutual Funds | — | — | $9.2M | 3.4% | |
| John Hancock Funds JHancock Disciplined Value I N/R | Other securities | — | — | $6.8M | 2.5% | |
| The Vanguard Group Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $6.4M | 2.4% | |
| Fund Admiral Class Macquarie MGL Emerging Markets Instl Class N/R | Other securities | — | — | $4.6M | 1.7% | |
| Amundi Asset Management Pioneer Strategic Income Fund Class K N/R | Other securities | — | — | $4.6M | 1.7% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2060 R5 N/R | Other securities | — | — | $3.1M | 1.2% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 N/R | Mutual Funds | — | — | $3.0M | 1.1% | |
| Account Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.9M | 1.1% | |
| DFA Securities DFA International Sustainability Core 1 N/R | Mutual Funds | — | — | $2.8M | 1.0% | |
| Fund Franklin Templeton Investments Franklin Small Cap Value R6 N/R | Mutual Funds | — | — | $2.8M | 1.0% | |
| JPMorgan Asset Management JPMorgan SmartRetirement Income R5 N/R | Other securities | — | — | $2.3M | 0.8% | |
| DFA Securities DFA US Sustainability Core 1 Fund N/R | Mutual Funds | — | — | $2.3M | 0.8% | |
| Macquarie MGL Mid Cap Growth R6 N/R | Other securities | — | — | $1.7M | 0.6% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| Admiral Class * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $823K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 06-1397347 |
| — |
| INVESTMENT ADVISOR |
| $82K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $23K | — |
