Sandra Kerrigan signed PURE Wafer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PURE Wafer, Inc.'s EIN is 71-1020986.
Download the official 2024 Form 5500 (PDF) for PURE Wafer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PURE Wafer, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 32 *Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $810K | 8.8% | |
| 33 *Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $802K | 8.7% | |
| 31 *Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $723K | 7.9% | |
| 24 *Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $652K | 7.1% | |
| 21 *Fidelity FID TOTAL BOND | Mutual Funds | — | — | $567K | 6.2% | |
| 9 *Fidelity FID CONTRAFUND | Mutual Funds | — | — | $565K | 6.2% | |
| 34 *Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $490K | 5.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $403K | 4.4% | |
| s 1 *Fidelity ABF LG CAP VAL INV | Mutual Funds | — | — | $331K | 3.6% | |
| 13 *Fidelity FID BALANCED | Mutual Funds | — | — | $275K | 3.0% | |
| 25 *Fidelity FID INTL INDEX | Mutual Funds | — | — | $264K | 2.9% | |
| 26 *Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $251K | 2.7% | |
| 7 *Fidelity ABF SM CAP VAL INV | Mutual Funds | — | — | $244K | 2.7% | |
| 23 *Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $241K | 2.6% | |
| 22 *Fidelity FID NASDAQ COMP INDX | Mutual Funds | — | — | $236K | 2.6% | |
| 6 *Fidelity VANG DIV GROWTH INV | Mutual Funds | — | — | $226K | 2.5% | |
| 36 *Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $191K | 2.1% | |
| 39 *Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $187K | 2.0% | |
| 30 *Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $183K | 2.0% | |
| 10 *Fidelity FID SEL SOFTWARE | Mutual Funds | — | — | $181K | 2.0% | |
| 35 *Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $173K | 1.9% | |
| 14 *Fidelity FID INTL DISCOVERY | Mutual Funds | — | — | $158K | 1.7% | |
| 12 *Fidelity FID LEVERGD CO STK | Mutual Funds | — | — | $136K | 1.5% | |
| 2 *Fidelity BARON ASSET FUND | Mutual Funds | — | — | $132K | 1.4% | |
| PARTICIPANT LOANS Interest Rates between 3.25% and 8.50% | Bonds / Notes | — | — | $94K | 1.0% | |
| 20 *Fidelity FID SEL PHARMACEUTCL | Mutual Funds | — | — | $87K | 0.9% | |
| 37 *Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $79K | 0.9% | |
| 38 *Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $67K | 0.7% | |
| 15 *Fidelity FID CAPITAL APPREC | Mutual Funds | — | — | $37K | 0.4% | |
| 8 *Fidelity FID SEL CONS STAPLES | Mutual Funds | — | — | $32K | 0.3% | |
| 27 *Fidelity FID INFL PR BD IDX | Common Collective Trusts | — | — | $31K | 0.3% | |
| 5 *Fidelity AMG RR MID CAP VAL N | Mutual Funds | — | — | $31K | 0.3% | |
| 4 *Fidelity TRP HEALTH SCIENCES | Mutual Funds | — | — | $30K | 0.3% | |
| 17 *Fidelity FID LOW PRICED STK | Mutual Funds | — | — | $20K | 0.2% | |
| 11 *Fidelity FID VALUE | Mutual Funds | — | — | $18K | 0.2% | |
| Money Market Funds 41 *Fidelity FID GOVT MMKT | Mutual Funds | — | — | $15K | 0.2% | |
| 29 *Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $15K | 0.2% | |
| 16 *Fidelity FID DISCIPLND EQTY | Mutual Funds | — | — | $9K | <0.1% | |
| 19 *Fidelity FID SEL MATERIALS | Mutual Funds | — | — | $8K | <0.1% | |
| 3 *Fidelity LOOMIS SM CAP VAL R | Mutual Funds | — | — | $4K | <0.1% | |
| 28 *Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
