Kelly Hsieh signed Musarubra US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Musarubra US, LLC's EIN is 86-2066250.
Download the official 2024 Form 5500 (PDF) for Musarubra US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Musarubra US, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $34.0M | 13.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.9M | 11.5% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $28.8M | 11.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $26.4M | 10.5% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $23.8M | 9.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $19.8M | 7.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.2M | 6.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $14.8M | 5.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $8.7M | 3.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.5M | 2.6% | |
| Vanguard Federal Money Market Investor Money Market Fund | Mutual Funds | — | — | $6.5M | 2.6% | |
| Vanguard Equity Income Admiral Fund Mutual Fund | Mutual Funds | — | — | $4.6M | 1.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.4M | 1.8% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $4.2M | 1.7% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.9M | 1.2% | |
| Allspring Special Small Cap Value Fund - Class Inst Mutual Fund | Other securities | — | — | $2.8M | 1.1% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 0.8% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $2.0M | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 0.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| DFA Global Real Estate Securities Portfolio Mutual Fund | Mutual Funds | — | — | $1.3M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| Hotchkis & Wiley High Yield Fund Class I Mutual Fund | Other securities | — | — | $552K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $490K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $193K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $179K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
