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Original filing (PDF)20251008195542NAL0003224595001
MITAC COMPUTING TECHNOLOGY USA CORPORATION
Form 5500
FILING_RECEIVED
MITAC 401(K) PLAN
Defined-contribution retirement plan
Active participants
193
Accounts w/ balance
279
Plan assets (EOY)
$60.3M
Net assets (EOY)
$60.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITAC COMPUTING TECHNOLOGY USA CORPORATION.
Plan sponsor
Name
MITAC COMPUTING TECHNOLOGY USA CORPORATION
EIN
68-0193975
Address
39660 EUREKA DR. · NEWARK, CA · 94560
Phone
(510) 284-3204
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE PUN GROUP, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $86K | — |
Investments
40 direct securities · 3 pooled funds· $60.3M(100% of reported assets)
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.
Uncategorized
$45.7M
38 holdings
Pooled Separate Account
$9.6M
3 holdings
Guaranteed Income / GIC
$4.3M
1 holding
Mutual Funds
$641K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DRYDEN S&P500 INDEX ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $6.5M | 10.7% | |
| Empower Mutual Funds Putnam Growth Opportunities Y | — | — | — | $5.2M | 8.6% | |
| Empower Mutual Funds JPMorgan US Equity R4 | — | — | — | $4.4M | 7.3% | |
| Empower Mutual Funds American Century Ultra Investor | — | — | — | $4.4M | 7.3% | |
| * Empower Annuity Insurance Company Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $4.3M | 7.2% | |
| Empower Mutual Funds Columbia Seligman Global Tech Inst | — | — | — | $2.9M | 4.8% | |
| Empower Mutual Funds T. Rowe Price 2030 Adv | — | — | — | $2.8M | 4.7% | |
| Empower Mutual Funds Eaton Vance Atlanta Capital SMID-Cap A | — | — | — | $2.2M | 3.7% | |
| Empower Mutual Funds T. Rowe Price 2020 Adv | — | — | — | $2.0M | 3.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.8M | 3.0% | |
| Empower Mutual Funds T. Rowe Price 2040 Adv | — | — | — | $1.7M | 2.8% | |
| Empower Mutual Funds Janus Henderson Balanced A | — | — | — | $1.6M | 2.7% | |
| PGIM QUANT SOL SM CAP INDX ISO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $1.3M | 2.2% | |
| Empower Mutual Funds T. Rowe Price 2025 Adv | — | — | — | $1.3M | 2.1% | |
| Empower Mutual Funds Carillon Eagle Mid Cap Growth A | — | — | — | $1.3M | 2.1% | |
| Empower Mutual Funds Columbia Small Cap Growth Instl | — | — | — | $1.2M | 2.1% | |
| Empower Mutual Funds T. Rowe Price 2035 Adv | — | — | — | $1.2M | 2.0% | |
| Empower Mutual Funds PIMCO Income A | — | — | — | $1.1M | 1.9% | |
| Empower Mutual Funds American Funds New Perspective R4 | — | — | — | $1.1M | 1.8% | |
| Empower Mutual Funds JPMorgan Mid Cap Value R4 | — | — | — | $1.1M | 1.8% | |
| Empower Mutual Funds T. Rowe Price 2010 Adv | — | — | — | $1.0M | 1.7% | |
| Empower Mutual Funds BlackRock Health Science Opps Instl | — | — | — | $954K | 1.6% | |
| Empower Mutual Funds T. Rowe Price 2050 Adv | — | — | — | $947K | 1.6% | |
| Empower Mutual Funds Vanguard Mid Cap Index Fund - Admiral | — | — | — | $864K | 1.4% | |
| Empower Mutual Funds MFS International Diversification R3 | — | — | — | $851K | 1.4% | |
| Empower Mutual Funds MFS Value R4 | — | — | — | $840K | 1.4% | |
| Empower Mutual Funds Voya Intermediate Bond A | — | — | — | $700K | 1.2% | |
| Empower Mutual Funds Allspring Special Small Cap Value A | Mutual Funds | — | — | $641K | 1.1% | |
| Empower Mutual Funds T. Rowe Price 2045 Adv | — | — | — | $598K | 1.0% | |
| Empower Mutual Funds Franklin Utilities A | — | — | — | $536K | 0.9% | |
| Empower Mutual Funds PGIM QMA Small-Cap Value Z | — | — | — | $471K | 0.8% | |
| Empower Mutual Funds American Funds Washington Mutual R4 | — | — | — | $364K | 0.6% | |
| Empower Mutual Funds T. Rowe Price 2015 Adv | — | — | — | $337K | 0.6% | |
| Empower Mutual Funds American Funds New World Fund R4 | — | — | — | $291K | 0.5% | |
| Notes receivable from participants Secured; Interest rate range: 4.25% - 9.50% | — | — | — | $269K | 0.4% | |
| Empower Mutual Funds Goldman Sachs Intl Eq Insights Inv | — | — | — | $247K | 0.4% | |
| Empower Mutual Funds T. Rowe Price 2060 Adv | — | — | — | $195K | 0.3% | |
| Empower Mutual Funds JPMorgan Government Bond R3 | — | — | — | $189K | 0.3% | |
| Empower Mutual Funds PGIM Total Return Bond Z | — | — | — | $177K | 0.3% | |
| Empower Mutual Funds T. Rowe Price 2055 Adv | — | — | — | $152K | 0.3% | |
| Empower Mutual Funds Janus Henderson Global Equity Income T | — | — | — | $83K | 0.1% | |
| Empower Mutual Funds Empower T. Rowe Price MDCP GR Fund Inv | — | — | — | $72K | 0.1% | |
| Empower Mutual Funds T. Rowe Price Balaned Adv | — | — | — | $68K | 0.1% |
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