Stephanie Matherson signed Shimadzu Scientific Instruments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shimadzu Scientific Instruments, Inc.'s EIN is 52-1035956.
Download the official 2024 Form 5500 (PDF) for Shimadzu Scientific Instruments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shimadzu Scientific Instruments, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 52-1035956 | — | BROKER | $111K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SECURITIES BROKER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $14.6M | 12.7% | |
| JPMorgan Large Cap Growth Select Fund | Other securities | — | — | $12.4M | 10.8% | |
| American Funds American Fds Gr Fd of America R4 | Mutual Funds | — | — | $8.1M | 7.0% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | Common Stocks | — | — | $6.4M | 5.6% | |
| MFS Val R3 | Mutual Funds | — | — | $5.5M | 4.8% | |
| American Funds 2045 Target Date Retire R4 | Mutual Funds | — | — | $5.4M | 4.7% | |
| American Funds 2040 Target Date Retire R4 | Mutual Funds | — | — | $4.8M | 4.2% | |
| Massmutual MassMtl Mid Cap Gr R4 | Other securities | — | — | $4.6M | 4.0% | |
| American Funds 2030 Target Date Retire R4 | Mutual Funds | — | — | $4.5M | 3.9% | |
| Goldman Sachs Goldman Sachs Small/Mid Cap Growth Instl | Other securities | — | — | $4.4M | 3.8% | |
| American Funds 2025 Target Date Retire R4 | Mutual Funds | — | — | $4.3M | 3.7% | |
| American Funds American Funds Capital World Growth & Income R5 | Mutual Funds | — | — | $3.5M | 3.0% | |
| Dodge & Cox Dodge & Cox Inc I | Mutual Funds | — | — | $3.3M | 2.9% | |
| American Funds 2050 Target Date Retire R4 | Mutual Funds | — | — | $3.3M | 2.9% | |
| Vanguard InTrmed Trm US Trsry Adm | Mutual Funds | — | — | $3.0M | 2.6% | |
| American Funds American Funds EuroPacific Growth R4 Fund | Mutual Funds | — | — | $2.9M | 2.5% | |
| American Funds 2035 Target Date Retire R4 | Mutual Funds | — | — | $2.7M | 2.4% | |
| PIMCO Inc A | Mutual Funds | — | — | $2.5M | 2.2% | |
| Dimensional DFA US Targeted Val | Mutual Funds | — | — | $2.4M | 2.1% | |
| American Funds 2055 Target Date Retire R4 | Mutual Funds | — | — | $2.1M | 1.8% | |
| American Funds 2020 Target Date Retire R4 | Mutual Funds | — | — | $2.0M | 1.7% | |
| Deutsche Real Estate Securities S | Other securities | — | — | $2.0M | 1.7% | |
| American Century American Century Mid Cap Value Inv | Other securities | — | — | $1.8M | 1.6% | |
| American Funds 2060 Target Date Retire R4 | Mutual Funds | — | — | $1.6M | 1.4% | |
| Columbia Midcap Index A | Other securities | — | — | $1.4M | 1.2% | |
| American Funds American Funds New World R4 | Mutual Funds | — | — | $1.4M | 1.2% | |
| Participants Notes Receivable with interest rates of 3.25% to 5.50% | Bonds / Notes | — | — | $1.2M | 1.1% | |
| Participant Loans Maturity Dates - | Participant loans | — | — | $1.2M | 1.1% | |
| Columbia Small Cap Index A | Other securities | — | — | $1.1M | 0.9% | |
| American Funds American Funds Balanced R4 | Mutual Funds | — | — | $705K | 0.6% | |
| Fidelity Intl Index | Mutual Funds | — | — | $414K | 0.4% | |
| American Funds 2015 Target Date Retire R4 | Mutual Funds | — | — | $218K | 0.2% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $164K | 0.1% | |
| American Funds 2010 Target Date Retire R4 | Mutual Funds | — | — | $21K | <0.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
