TAMI Garcia signed Tokyo Electron US Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tokyo Electron US Holdings, Inc.'s EIN is 94-2161050.
Download the official 2024 Form 5500 (PDF) for Tokyo Electron US Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tokyo Electron US Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $108K | — |
| PRECEPT |
| 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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $85.4M | 13.1% | |
| Fidelity Investments Fidelity Contrafund | Mutual Funds | — | — | $77.6M | 11.9% | |
| Virtus AllianzGI Virtus AllianzGI Technology Fund | Other securities | — | — | $46.5M | 7.1% | |
| Self-Directed Brokerage Accounts * Fidelity BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $45.8M | 7.0% | |
| Pioneer Fundamental Growth | Other securities | — | — | $43.4M | 6.7% | |
| Franklin Small Cap Growth | Mutual Funds | — | — | $28.0M | 4.3% | |
| Fidelity Investments Fidelity Diversified International Fund | Mutual Funds | — | — | $21.9M | 3.4% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $21.7M | 3.3% | |
| Dodge and Cox Dodge and Cox Stock Fund | Mutual Funds | — | — | $21.5M | 3.3% | |
| Pioneer Bond | Other securities | — | — | $20.4M | 3.1% | |
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $20.2M | 3.1% | |
| PRIMECAP Odyssey Growth | Mutual Funds | — | — | $19.3M | 3.0% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $17.9M | 2.7% | |
| Fidelity Investments Fidelity Puritan | Mutual Funds | — | — | $13.2M | 2.0% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $13.0M | 2.0% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $13.0M | 2.0% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $12.5M | 1.9% | |
| Fidelity Investments Fidelity Total International Index | Mutual Funds | — | — | $12.3M | 1.9% | |
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $11.9M | 1.8% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $11.8M | 1.8% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $11.6M | 1.8% | |
| Columbia Contrarian Core Fund | Other securities | — | — | $11.6M | 1.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $10.1M | 1.5% | |
| Common Collective Trust Fund * Fidelity Investments Fidelity Managed Income Portfolio | Common Collective Trusts | — | — | $9.9M | 1.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9.9M | 1.5% | |
| Victory Sycamore Victory Sycamore Established Value | Other securities | — | — | $9.0M | 1.4% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $7.1M | 1.1% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $7.1M | 1.1% | |
| Invesco International Small-Mid Company | Mutual Funds | — | — | $6.0M | 0.9% | |
| ABF SM CAP VAL R5 ABF Small Cap | Other securities | — | — | $5.7M | 0.9% | |
| American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $5.4M | 0.8% | |
| PIMCO GNMA and Govt Securities Fund Class I | Agency / Mortgage-Backed | — | — | $2.3M | 0.4% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $2.0M | 0.3% | |
| American Funds AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $281K | <0.1% | |
| American Funds AF TRGT DATE 2015 R6 | Mutual Funds | — | — | $40K | <0.1% | |
| Abbey Futures Abbey Futures Strategy I | Other securities | — | — | $32K | <0.1% | |
| American Funds AF TRGT DATE 2070 R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTE, NC |
| CONSULTANT |
| $88K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $29K | — |
