BETH Rabus signed Skygen USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Skygen USA's EIN is 81-0762694.
Download the official 2024 Form 5500 (PDF) for Skygen USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Skygen USA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $47K | — |
| PPG RETIREMENT PLAN SERVICES | 39-1915811 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral N/A | Common Collective Trusts | — | — | $8.1M | 13.0% | |
| BlackRock Lifepath Index 2030 K N/A | Other securities | — | — | $5.2M | 8.4% | |
| BlackRock Lifepath Index 2040 K N/A | Other securities | — | — | $4.6M | 7.4% | |
| BlackRock Lifepath Index 2035 K N/A | Other securities | — | — | $4.4M | 7.0% | |
| BlackRock Lifepath Index 2050 K N/A | Other securities | — | — | $4.4M | 7.0% | |
| Fidelity Advisor New Insights I N/A | Mutual Funds | — | — | $3.6M | 5.8% | |
| BlackRock Lifepath Index 2045 K N/A | Other securities | — | — | $3.6M | 5.7% | |
| JPMorgan Equity Income R5 N/A | Other securities | — | — | $3.0M | 4.8% | |
| Transamerica Stable Value Focus Option N/A | Stable Value | — | — | $2.9M | 4.7% | |
| BlackRock Lifepath Index 2055 K N/A | Other securities | — | — | $2.3M | 3.7% | |
| Vanguard Interim-Term Bond Index Admiral N/A | Mutual Funds | — | — | $2.3M | 3.7% | |
| BlackRock LifePath Index Retirement K N/A | Other securities | — | — | $2.1M | 3.3% | |
| American Funds American Balanced R3 N/A | Mutual Funds | — | — | $1.6M | 2.5% | |
| American Funds Europacific Growth R5 N/A | Mutual Funds | — | — | $1.4M | 2.2% | |
| BlackRock Lifepath Index 2060 K N/A | Other securities | — | — | $1.3M | 2.2% | |
| Vanguard Small Cap Index Admiral N/A | Mutual Funds | — | — | $1.3M | 2.1% | |
| Thornburg Investment Income Builder R5 N/A | Other securities | — | — | $1.3M | 2.0% | |
| Reinhart Mid Cap Private Market Value Adv N/A | Other securities | — | — | $1.3M | 2.0% | |
| Vanguard Mid Cap Index Admiral N/A | Mutual Funds | — | — | $1.3M | 2.0% | |
| Principal Midcap Growth Institutional N/A | Other securities | — | — | $1.1M | 1.7% | |
| JPMorgan High Yield R6 N/A | Other securities | — | — | $943K | 1.5% | |
| Notes receivable from participants, interest (4.25% - 9.50%) 0 | Bonds / Notes | — | — | $938K | 1.5% | |
| Vanguard Small Cap Value Index Admiral N/A | Mutual Funds | — | — | $704K | 1.1% | |
| MFS International Intrinsic Value R3 N/A | Mutual Funds | — | — | $688K | 1.1% | |
| Vanguard Emerging Markets Stock Index Admiral N/A | Mutual Funds | — | — | $644K | 1.0% | |
| AB Small Cap Growth K N/A | Other securities | — | — | $543K | 0.9% | |
| American Funds Smallcap World R6 N/A | Mutual Funds | — | — | $427K | 0.7% | |
| Fidelity International Index N/A | Mutual Funds | — | — | $253K | 0.4% | |
| Franklin Utilities Advantage N/A | Mutual Funds | — | — | $138K | 0.2% | |
| BlackRock Lifepath Index 2065 K N/A | Other securities | — | — | $120K | 0.2% | |
| Schwab Fundamental International Equity Index N/A | Common Collective Trusts | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-1416330 |
| — |
| INVESTMENT ADVISORY PLAN |
| $57K |
| — |
