Laura Simzer signed MK Systems USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MK Systems USA, Inc.'s EIN is 82-5378266.
Download the official 2024 Form 5500 (PDF) for MK Systems USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MK Systems USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $30 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO |
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 2040 Fund | Mutual Funds | — | — | $4.3M | 13.6% | |
| Northern Trust S&P 500 Index Fund | Common Collective Trusts | — | — | $3.3M | 10.4% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $3.3M | 10.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.2M | 10.0% | |
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.5M | 7.9% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $2.0M | 6.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.9M | 5.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.8M | 5.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 5.2% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.4M | 4.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Northern Trust All CountryWorld ex-US Investable Market Index Fund | Common Collective Trusts | — | — | $1.3M | 4.1% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.3M | 4.1% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $1.2M | 3.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $955K | 3.0% | |
| Northern Trust Extended Equity Market Index Fund | Common Collective Trusts | — | — | $633K | 2.0% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $633K | 2.0% | |
| PRUDENTIAL CORE PLUS BOND FND CL 12 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 000 | Common Collective Trust | — | — | $581K | 1.8% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $479K | 1.5% | |
| Principal SmallCap Growth Fund | Other securities | — | — | $476K | 1.5% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $347K | 1.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $233K | 0.7% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $133K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $127K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $121K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $110K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $92K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $77K | 0.2% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $47K | 0.1% | |
| AMERICAN CENTURY US VALUE YIELD EQ SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | 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.
| — |
| $10 |
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | — | $0 | — |
