Lugano Minga signed Aiphone Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aiphone Corporation's EIN is 91-0857384.
Download the official 2024 Form 5500 (PDF) for Aiphone Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aiphone Corporation'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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $5K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund - Select S Mutual Fund N/A | Common Collective Trusts | — | — | $3.2M | 15.3% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $2.0M | 9.6% | |
| MetLife Group Annuity Contract No. 25053 Collective Investment Trust N/A | Common Collective Trusts | — | — | $2.0M | 9.5% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVEST TRUST SVCS · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $2.0M | 9.5% | |
| Dodge & Cox Income F Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 8.5% | |
| Vanguard Equity Inc Fd Admiral Shs Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 6.4% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 5.5% | |
| Pimco Real Return Fd Instl Mutual Fund N/A | Mutual Funds | — | — | $969K | 4.6% | |
| Vanguard Mid Cap Valindex Admiral Mutual Fund N/A | Mutual Funds | — | — | $951K | 4.5% | |
| American Funds Europacific Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $941K | 4.4% | |
| Vanguard Emrg Mkts Stk Index Fd Adm Mutual Fund N/A | Mutual Funds | — | — | $900K | 4.2% | |
| DFA Intl Small Co Port Instl Mutual Fund N/A | Mutual Funds | — | — | $824K | 3.9% | |
| DFA US Small Cap Value Port Instl Mutual Fund N/A | Mutual Funds | — | — | $821K | 3.9% | |
| DFA Intl Core Eqty Port Instl Mutual Fund N/A | Mutual Funds | — | — | $792K | 3.7% | |
| Pimco Incm Fd Inst Cl Mutual Fund N/A | Mutual Funds | — | — | $660K | 3.1% | |
| Virtus Duff Phelps Real Estate Sec R6 Mutual Fund N/A | Other securities | — | — | $549K | 2.6% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $489K | 2.3% | |
| Nationwide Geneva Sm Cap Gr R6 Mutual Fund N/A | Other securities | — | — | $462K | 2.2% | |
| Vanguard Small Cap I Mutual Fund N/A | Mutual Funds | — | — | $461K | 2.2% | |
| Participant Loans Interest rates 4.25% to 9.50%; -0- | Bonds / Notes | — | — | $135K | 0.6% | |
| T Rowe Price Health Sciences Fd Mutual Fund N/A | Mutual Funds | — | — | $124K | 0.6% | |
| Participant Choice Retirement Account Self-directed brokerage account N/A | Self-Directed Brokerage | — | — | $121K | 0.6% | |
| Vanguard Balance Index Fd Admiral Mutual Fund N/A | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Materialsindex Fd Adm Mutual Fund N/A | Mutual Funds | — | — | $32K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $3K |
| — |
| CHARLES SCHWAB & CO. | 94-1737782 | — | NONE | $8 | — |
