Angela Young signed Elementia USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elementia USA LLC's EIN is 47-2548633.
Download the official 2024 Form 5500 (PDF) for Elementia USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elementia USA LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard VANG TARGET RET 2040 | Mutual Funds | — | — | $2.6M | 15.7% | |
| Vanguard VANG TARGET RET 2035 | Mutual Funds | — | — | $2.5M | 15.3% | |
| Vanguard VANG TARGET RET 2045 | Mutual Funds | — | — | $1.5M | 9.4% | |
| Vanguard VANG TARGET RET 2025 | Mutual Funds | — | — | $1.5M | 9.4% | |
| Vanguard VANG TARGET RET 2030 | Mutual Funds | — | — | $1.2M | 7.3% | |
| JPMorgan JPM LG CAP GROWTH R6 | Other securities | — | — | $1.1M | 6.9% | |
| Vanguard VANG TARGET RET 2050 | Mutual Funds | — | — | $991K | 6.1% | |
| Vanguard VANG 500 INDEX ADM | Common Collective Trusts | — | — | $933K | 5.7% | |
| Vanguard VANG TARGET RET 2055 | Mutual Funds | — | — | $839K | 5.1% | |
| maturing 11/10/2017 through 3/6/2034 | Other securities | — | — | $705K | 4.3% | |
| Vanguard VANG TARGET RET 2060 | Mutual Funds | — | — | $443K | 2.7% | |
| Vanguard VANG TREASURY MM | Mutual Funds | — | — | $412K | 2.5% | |
| JPMorgan JPM US EQUITY R6 | Other securities | — | — | $406K | 2.5% | |
| John Hancock J H ENTERPRISE N | Other securities | — | — | $250K | 1.5% | |
| Vanguard VANG EXPLORER ADM | Mutual Funds | — | — | $235K | 1.4% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $155K | 0.9% | |
| Vanguard VANG TARGET RET 2020 | Mutual Funds | — | — | $118K | 0.7% | |
| Vanguard VANG EQUITY INC ADM | Mutual Funds | — | — | $100K | 0.6% | |
| Vanguard VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $86K | 0.5% | |
| American Century AM CENT SMCAP VAL R6 | Other securities | — | — | $45K | 0.3% | |
| Vanguard VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $37K | 0.2% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard VANG INTL GROWTH ADM | Mutual Funds | — | — | $25K | 0.2% | |
| Brandywine BWG CORP CREDIT IS | Common Stocks | — | — | $18K | 0.1% | |
| Columbia COL OVERSEAS VAL I3 | Other securities | — | — | $13K | <0.1% | |
| Metwest TCW MW TOT RTN BD P | Other securities | — | — | $10K | <0.1% | |
| Vanguard VANG TARGET RET 2065 | Mutual Funds | — | — | $7K | <0.1% | |
| Harbor SCG INST | Other securities | — | — | $5K | <0.1% | |
| Vanguard VANG TARGET RET 2070 ** 554 Vanguard VANG TARGET RET INC | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
