Wendi Newton signed Immatics US Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Immatics US Inc.'s EIN is 47-2194527.
Download the official 2024 Form 5500 (PDF) for Immatics US Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Immatics US Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| ASCENSUS HOLDINGS INC DBA .00 FUTUR | — | SAN DIEGO, CA | CONTRACT ADMIN | $3K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index (i) | Common Collective Trusts | — | — | $2.1M | 18.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.5M | 13.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.3M | 11.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.2M | 9.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $1.1M | 9.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $664K | 5.6% | |
| Fidelity International Index (i) | Mutual Funds | — | — | $632K | 5.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $553K | 4.7% | |
| American Funds New World R6 (i) | Mutual Funds | — | — | $476K | 4.0% | |
| Fidelity Mid Cap Index (i) | Mutual Funds | — | — | $395K | 3.3% | |
| AB US LARGE CAP GROWTH W GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $303K | 2.6% | |
| Fidelity Small Cap Index (i) | Mutual Funds | — | — | $265K | 2.2% | |
| Great-West Life & Annuity Ins. Co. Key Guaranteed Portfolio Fund (i) | Common Stocks | — | — | $161K | 1.4% | |
| Fidelity Inflation Protected Index Bond (i) | Mutual Funds | — | — | $146K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $128K | 1.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $104K | 0.9% | |
| INVESCO SMALL CAP VALUE R6 (i) | Mutual Funds | — | — | $82K | 0.7% | |
| MFS INTERNATIONAL EQUITY R6 (i) | Mutual Funds | — | — | $67K | 0.6% | |
| PGIM SELECT REAL ESTATE FUND CIT CL AST WILMINGTON TRUST · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $64K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $61K | 0.5% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $46K | 0.4% | |
| PUTNAM RETIREMENT ADVANTTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $42K | 0.4% | |
| PIMCO Income Institutional (i) | Mutual Funds | — | — | $36K | 0.3% | |
| NB SMALL CAP GROUP TRUST CL R GREAT GRAY · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $30K | 0.3% | |
| VIRTUS KAR SMALL-CAP CORE R6 (i) | Other securities | — | — | $21K | 0.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $16K | 0.1% | |
| NEUBERGER BERMAN CORE BOND GREAT GRAY · EIN 85-4339990 / PN 656 | Common Collective Trust | — | — | $4K | <0.1% |
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS .00 LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $15K | — |
