Kevin DINH signed Satake USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Satake USA, Inc.'s EIN is 51-0277211.
Download the official 2024 Form 5500 (PDF) for Satake USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Satake USA, Inc.'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 | $10K | — |
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 Growth Company Fund Class K Mutual fund | Mutual Funds | — | — | $4.9M | 14.7% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $3.5M | 10.6% | |
| Fidelity Freedom 2025 Fund Class K Mutual fund | Mutual Funds | — | — | $3.5M | 10.6% | |
| Fidelity Freedom 2030 Fund Class K Mutual fund | Mutual Funds | — | — | $2.8M | 8.6% | |
| Fidelity OTC Portfolio Class K Mutual fund | Mutual Funds | — | — | $2.6M | 7.9% | |
| Fidelity Freedom 2040 Fund Class K Mutual fund | Mutual Funds | — | — | $1.9M | 5.8% | |
| Fidelity Mid-Cap Stock Fund Class K Mutual fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| Fidelity Freedom 2035 Fund Class K Mutual fund | Mutual Funds | — | — | $1.3M | 3.9% | |
| Fidelity Low-Priced Stock Fund Class K Mutual fund | Mutual Funds | — | — | $1.1M | 3.2% | |
| Fidelity Freedom 2020 Fund Class K Mutual fund | Mutual Funds | — | — | $977K | 3.0% | |
| Fidelity Total Market Index Fund Mutual fund | Common Collective Trusts | — | — | $948K | 2.9% | |
| Fidelity Puritan Fund Class K Mutual fund | Mutual Funds | — | — | $725K | 2.2% | |
| MFS International Diversification R4 Mutual fund | Mutual Funds | — | — | $637K | 1.9% | |
| FullerThaler Behavioral Small-Cap Equity Mutual fund | Other securities | — | — | $600K | 1.8% | |
| Fidelity Total Bond Fund Mutual fund | Mutual Funds | — | — | $519K | 1.6% | |
| Vanguard Value Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $504K | 1.5% | |
| FIT Moderate Conservative Portfolio Class C Collective trust fund | Common Collective Trusts | — | — | $432K | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $432K | 1.3% | |
| PIMCO Income Fund Institutional Class Mutual fund | Mutual Funds | — | — | $392K | 1.2% | |
| Fidelity Freedom 2045 Fund Class K Mutual fund | Mutual Funds | — | — | $377K | 1.1% | |
| Fidelity Freedom 2055 Fund Class K Mutual fund | Mutual Funds | — | — | $354K | 1.1% | |
| 5.25% - 10.50% - | Bonds / Notes | — | — | $325K | 1.0% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $251K | 0.8% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $229K | 0.7% | |
| Fidelity International Capital Appreciation Fund Mutual fund ** 170 * Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $228K | 0.7% | |
| Fidelity Freedom 2050 Fund Class K Mutual fund | Mutual Funds | — | — | $175K | 0.5% | |
| Fidelity Freedom Income Fund Class K Mutual fund | Mutual Funds | — | — | $88K | 0.3% | |
| Fidelity Freedom 2060 Fund Class K Mutual fund | Mutual Funds | — | — | $78K | 0.2% | |
| Fidelity Emerging Markets Fund Class K Mutual fund | Mutual Funds | — | — | $55K | 0.2% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $51K | 0.2% | |
| Fidelity Freedom 2010 Fund Class K Mutual fund | Mutual Funds | — | — | $47K | 0.1% | |
| Fidelity Freedom 2015 Fund Class K Mutual fund | Mutual Funds | — | — | $24K | <0.1% | |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
