Karen Bishop signed Astellas US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Astellas US LLC's EIN is 73-1726638.
Download the official 2024 Form 5500 (PDF) for Astellas US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Astellas US LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $553K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P IDX SEC FD CL II STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $335.1M | 17.9% | |
| AON HEWITT LARGE CAP EQ FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $238.5M | 12.7% | |
| JPMCB SR PB 2040 JPMORGAN CHASE BANK, N.A. · EIN 84-2447445 / PN 001 | Common Collective Trust | — | — | $146.9M | 7.8% | |
| JPMCB SR PB 2035 JPMORGAN CHASE BANK, N.A. · EIN 84-2433553 / PN 001 | Common Collective Trust | — | — | $129.5M | 6.9% | |
| JPMCB SR PB 2045 JPMORGAN CHASE BANK, N.A. · EIN 84-2460155 / PN 001 | Common Collective Trust | — | — | $120.8M | 6.4% | |
| JPMCB SR PB 2030 JPMORGAN CHASE BANK, N.A. · EIN 84-2420474 / PN 001 | Common Collective Trust | — | — | $118.6M | 6.3% | |
| AON HEWITT NON-U.S. EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $76.7M | 4.1% | |
| State Street Bank & Trust Company Small Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $75.4M | 4.0% | |
| SSGA RUSSELL SM/MD CAP (R) FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $75.4M | 4.0% | |
| AON HEWITT SM&MDCP EQ FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 003 | Common Collective Trust | — | — | $74.1M | 3.9% | |
| JPMCB SR PB 2050 JPMORGAN CHASE BANK, N.A. · EIN 84-2477816 / PN 001 | Common Collective Trust | — | — | $72.4M | 3.9% | |
| INVESCO STABLE VALUE TRUST INVESCO · EIN 46-3793325 / PN 001 | Common Collective Trust | — | — | $70.3M | 3.8% | |
| JPMCB SR PB 2025 JPMORGAN CHASE BANK, N.A. · EIN 84-2402523 / PN 001 | Common Collective Trust | — | — | $58.1M | 3.1% | |
| Fidelity BrokerageLink - Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $54.4M | 2.9% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund | Other securities | — | — | $50.1M | 2.7% | |
| State Street Bank & Trust Company International Equity Index Fund | Common Collective Trusts | — | — | $49.3M | 2.6% | |
| SSGA CAP EQ EX-U LDG SERIES CL II STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $49.3M | 2.6% | |
| STATE STREET US BOND IDX SEC CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $47.9M | 2.6% | |
| AON HEWITT CORE PLUS BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 008 | Common Collective Trust | — | — | $41.6M | 2.2% | |
| JPMCB SR PB 2055 JPMORGAN CHASE BANK, N.A. · EIN 84-2492102 / PN 001 | Common Collective Trust | — | — | $34.3M | 1.8% | |
| STATE STREET REIT INDEX CLASS A STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 352 | Common Collective Trust | — | — | $16.8M | 0.9% | |
| JPMCB SR PB 2020 JPMORGAN CHASE BANK, N.A. · EIN 84-2388804 / PN 001 | Common Collective Trust | — | — | $15.9M | 0.8% | |
| JPMCB SR PB 2060 JPMORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $15.2M | 0.8% | |
| AON TRUST INFLATION STGY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $11.8M | 0.6% | |
| JPMCB SR PB INCOME JPMORGAN CHASE BANK, N.A. · EIN 84-2373652 / PN 001 | Common Collective Trust | — | — | $9.7M | 0.5% | |
| Notes Receivable from Participants Maturity dates through January 2034, Interest rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $6.0M | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $5.7M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $50K |
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