Barbra Jupina signed Poclain Hydraulics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Poclain Hydraulics, Inc.'s EIN is 54-1083846.
Download the official 2024 Form 5500 (PDF) for Poclain Hydraulics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Poclain Hydraulics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Moderate * Profile Fund Inst | Registered Investment Companies | — | — | $4.0M | 16.0% | |
| Fidelity 500 Index Fund | Registered Investment Companies | — | — | $3.3M | 13.5% | |
| Fidelity Mid Cap Index Fund | Registered Investment Companies | — | — | $2.2M | 9.0% | |
| Empower Aggressive * Profile Fund Inst | Registered Investment Companies | — | — | $2.0M | 8.2% | |
| J.P. Morgan Large Cap Growth R6 | Registered Investment Companies | — | — | $2.0M | 8.2% | |
| Fidelity International Index Fund | Registered Investment Companies | — | — | $1.4M | 5.6% | |
| Fixed Annuity Empower * Key Guaranteed Portfolio Fund | Other securities | — | — | $1.1M | 4.5% | |
| Fidelity Small Cap Index Fund | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| J.P. Morgan Smart Retirement Blend 2050 R6 | Registered Investment Companies | — | — | $778K | 3.2% | |
| J.P. Morgan Smart Retirement Blend 2030 R6 | Registered Investment Companies | — | — | $717K | 2.9% | |
| MFS Value R6 | Registered Investment Companies | — | — | $691K | 2.8% | |
| J.P. Morgan Smart Retirement Blend 2045 R6 | Registered Investment Companies | — | — | $666K | 2.7% | |
| Western Asset Income IS | Registered Investment Companies | — | — | $663K | 2.7% | |
| Empower Conservative * Profile Fund Inst | Registered Investment Companies | — | — | $637K | 2.6% | |
| Participants * Participant Loans --- | Participant loans | — | — | $628K | 2.5% | |
| J.P. Morgan Core Bond R6 | Registered Investment Companies | — | — | $601K | 2.4% | |
| J.P. Morgan Smart Retirement Blend 2055 R6 | Registered Investment Companies | — | — | $591K | 2.4% | |
| J.P. Morgan Smart Retirement Blend 2035 R6 | Registered Investment Companies | — | — | $584K | 2.4% | |
| J.P. Morgan Smart Retirement Blend 2040 R6 | Registered Investment Companies | — | — | $389K | 1.6% | |
| J.P. Morgan Smart Retirement Blend 2060 R6 | Registered Investment Companies | — | — | $286K | 1.2% | |
| PGIM Global Real Estate R6 | Registered Investment Companies | — | — | $140K | 0.6% | |
| J.P. Morgan Smart Retirement Blend 2025 R6 | Registered Investment Companies | — | — | $108K | 0.4% | |
| J.P. Morgan Smart Retirement Blend 2020 R6 | Registered Investment Companies | — | — | $19K | <0.1% | |
| J.P. Morgan Smart Retirement Blend R6 | Registered Investment Companies | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
