Jessica Treml signed Sussek Machine Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sussek Machine Company, LLC's EIN is 80-0871159.
Download the official 2024 Form 5500 (PDF) for Sussek Machine Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sussek Machine Company, LLC'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 INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.0M | 24.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $925K | 22.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $465K | 11.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $351K | 8.5% | |
| Fidelity Management & Research Company LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $159K | 3.9% | |
| Participants Notes receivables from participants (interest rates from 4.25 | Other securities | — | — | $150K | 3.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $140K | 3.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $139K | 3.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $135K | 3.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $75K | 1.8% | |
| Dimensional Fund Advisors DFA International Small Company Portfolio Fund ** 97 Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $75K | 1.8% | |
| GREAT GRAY EUROPACIFIC GROWTH R1 GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $65K | 1.6% | |
| Empower Annuity Insurance Company of America Empower Select Guaranteed Fund | Common Stocks | — | — | $59K | 1.4% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $54K | 1.3% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $54K | 1.3% | |
| Fidelity Management & Research Company LLC Fidelity Emerging Markets Fund | Mutual Funds | — | — | $47K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $37K | 0.9% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $35K | 0.8% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $34K | 0.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $31K | 0.8% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $19K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $18K | 0.4% | |
| Pacific Investment Management Company, LLC PIMCO All Asset Fund ** 170 Amundi US Pioneer Strategic Income Fund | Mutual Funds | — | — | $16K | 0.4% | |
| Invesco Growth and Income Fund | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | ALISO VIEJO, CA | CONTRACT ADMIN | $12K | — |
