Jason Eastburn signed Benchmark Electronics, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benchmark Electronics, Inc.'s EIN is 74-2211011.
Download the official 2023 Form 5500 (PDF) for Benchmark Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Benchmark Electronics, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $238K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Guaranteed Income Fund | Common Stocks | — | — | $71.4M | 18.8% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $62.7M | 16.5% | |
| JP Morgan Asset Management JPMorgan Growth Advantage R6 | Other securities | — | — | $62.2M | 16.4% | |
| Capital Research and Management Company Capital Group Europacific Growth SA | Common Stocks | — | — | $33.9M | 8.9% | |
| PGIM Investments PGIM Total Return Bond Fund Z | Other securities | — | — | $24.4M | 6.4% | |
| Victory Capital Management Inc. Victory Sycamore Established Value Fund I | Common Stocks | — | — | $21.2M | 5.6% | |
| Massachusetts Financial Services Company MFS Value R4 | Mutual Funds | — | — | $20.6M | 5.4% | |
| JP Morgan Asset Management JPMorgan Small Cap Equity Fund I | Other securities | — | — | $13.2M | 3.5% | |
| Virtus Investment Partners Virtus KAR Small-Cap Growth I | Other securities | — | — | $12.6M | 3.3% | |
| Hartford Mutual Funds Hartford Balanced Income R5 | Other securities | — | — | $10.2M | 2.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $9.9M | 2.6% | |
| American Century Investments American Century Small Cap Value I | Other securities | — | — | $9.1M | 2.4% | |
| Benchmark Electronics, Inc. Benchmark Electronics, Inc. Common Stock Fund | Common Stocks | — | — | $8.0M | 2.1% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Index INS | Mutual Funds | — | — | $6.9M | 1.8% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Index ADM | Mutual Funds | — | — | $6.0M | 1.6% | |
| Participants Notes receivable from participants (interest rates range from 4.25% to 9.50%, maturing through July 2039) | Bonds / Notes | — | — | $4.1M | 1.1% | |
| GQG Partners Inc GQG Partners Emerging Markets Equity R6 | Common Stocks | — | — | $2.4M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $24K | — |
