NAO Nakashita signed Highly Marelli USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highly Marelli USA's EIN is 84-4613141.
Download the official 2024 Form 5500 (PDF) for Highly Marelli USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highly Marelli USA's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| MORGANSTANLEYSMITHBARNEYLLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date 2030 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $3.9M | 16.7% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.2M | 13.7% | |
| American Funds Target Date 2035 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $2.9M | 12.6% | |
| American Funds Growth Fund of America R6 Mutual fund | Mutual Funds | — | — | $1.8M | 7.6% | |
| American Funds Target Date 2045 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $1.7M | 7.2% | |
| American Funds Target Date 2015 Retirement Fund R6 Mutual fund ** 1 American Funds Target Date 2025 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $1.3M | 5.5% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual fund | Other securities | — | — | $961K | 4.1% | |
| American Funds Target Date 2040 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $924K | 4.0% | |
| American Funds Target Date 2050 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $889K | 3.8% | |
| American Funds Target Date 2055 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $845K | 3.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $793K | 3.4% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $593K | 2.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $536K | 2.3% | |
| American Funds Target Date 2060 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $520K | 2.2% | |
| NEW YORK INSURANCE COMPANY STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $518K | 2.2% | |
| Participant loans Interest rates - 5.25% - 10.50% -0- | Bonds / Notes | — | — | $444K | 1.9% | |
| Dodge & Cox Stock Fund Class I Mutual fund | Mutual Funds | — | — | $324K | 1.4% | |
| TCW MetWest Total Return Bond Fund P Mutual fund | Other securities | — | — | $290K | 1.2% | |
| American Funds Balanced R6 Mutual fund | Mutual Funds | — | — | $198K | 0.8% | |
| American Funds EuroPac Growth R6 Mutual fund | Mutual Funds | — | — | $185K | 0.8% | |
| Fidelity BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $151K | 0.6% | |
| Fidelity Government Money Market Fund K6 Money market fund | Mutual Funds | — | — | $112K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $108K | 0.5% | |
| American Funds Cap World Growth & Income Fund R6 Mutual fund | Mutual Funds | — | — | $73K | 0.3% | |
| American Funds Target Date 2020 Retirement Fund R6 Mutual fund | Mutual Funds | — | — | $40K | 0.2% | |
| Vanguard Explorer Fund Admiral Mutual fund | Mutual Funds | — | — | $40K | 0.2% | |
| Allspring Special Small Cap Value Fund R6 Mutual fund | Other securities | — | — | $7K | <0.1% | |
| Fidelity Low-Priced Stock K6 Fund Mutual fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| INVESTMENT ADVISOR |
| $9K |
| — |
