Melinda Ruebel signed Takumi Stamping, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Takumi Stamping, Inc.'s EIN is 75-3178507.
Download the official 2024 Form 5500 (PDF) for Takumi Stamping, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Takumi Stamping, 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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund - Class A | Mutual Funds | — | — | $1.9M | 14.9% | |
| Fidelity Advisor Freedom 2030 Fund - Class A | Mutual Funds | — | — | $1.3M | 10.1% | |
| Fidelity Advisor Freedom 2045 Fund - Class A | Mutual Funds | — | — | $1.1M | 8.7% | |
| Fidelity Advisor Freedom 2050 Fund - Class A | Mutual Funds | — | — | $1.1M | 8.7% | |
| Fidelity Advisor Freedom 2040 Fund - Class A | Mutual Funds | — | — | $1.1M | 8.4% | |
| Fidelity Advisor Freedom 2060 Fund - Class A | Mutual Funds | — | — | $1.0M | 8.1% | |
| Fidelity Advisor Freedom Income Fund - Class A ** 10 Fidelity Advisor Freedom 2025 Fund - Class A | Mutual Funds | — | — | $931K | 7.3% | |
| Fidelity Advisor Freedom 2055 Fund - Class A | Mutual Funds | — | — | $636K | 5.0% | |
| MFS Blended Research Core Equity A Fund | Mutual Funds | — | — | $616K | 4.9% | |
| Participant Loans (Notes Receivable from Participants) 4.25 % - 9.50% | Bonds / Notes | — | — | $597K | 4.7% | |
| Management Co PIMCO Income A Fund ** Vanguard Total Bond Market Index Fund ADM ** 368 Vanguard Total Intl Stock Index Fund ADM ** 725 Vanguard 500 Index Fund ADM | Common Collective Trusts | — | — | $469K | 3.7% | |
| Contracts Standard Insurance Company Apex Guaranteed Fixed Interest | Insurance Contracts | — | — | $445K | 3.5% | |
| Alliance Berstein AB Large Cap Growth A Fund | Mutual Funds | — | — | $379K | 3.0% | |
| Fidelity Advisor Freedom 2020 Fund - Class A | Mutual Funds | — | — | $270K | 2.1% | |
| John Hancock John Hancock Disciplined Value R2 Fund | Other securities | — | — | $206K | 1.6% | |
| Fidelity Advisor Investment Grade Bond Fund - Class A | Mutual Funds | — | — | $200K | 1.6% | |
| Fidelity Advisor Freedom 2015 Fund - Class A | Mutual Funds | — | — | $199K | 1.6% | |
| Money Market Fund Pioneer US Government Money Market Fund | Cash / Money Market | — | — | $122K | 1.0% | |
| Year Late to Plan Corrected VFCP in VFCP PTE 2002-51 2023 102,497 $ - $ | Other securities | — | — | $102K | 0.8% | |
| Fidelity Advisor Value Strategies Fund - Class A ** 387 Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps A Fund | Mutual Funds | — | — | $96K | 0.8% | |
| Fidelity Advisor Emerging Markets Fund - Class A | Mutual Funds | — | — | $38K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund - Class A | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Advisor Freedom 2010 A | Mutual Funds | — | — | $6K | <0.1% |
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 |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | — | KNOXVILLE, TN | CONTRACT ADMIN | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $35K | — |
