Christy Carver signed Cubic Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cubic Corporation's EIN is 95-1678055.
Download the official 2023 Form 5500 (PDF) for Cubic Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cubic Corporation'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 O | 06-1050034 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS INC | 43-1451524 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guarenteed Interest Fund * The Prudential Insurance Company of America Guaranteed Interest Account | Common Stocks | — | — | $101.5M | 16.0% | |
| Vanguard Funds Vanguard Institutional Index Instl | Mutual Funds | — | — | $100.3M | 15.8% | |
| PGIM Investments PGIM Jennison Growth R6 | Mutual Funds | — | — | $89.8M | 14.2% | |
| American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $66.9M | 10.6% | |
| The Vanguard Group Vanguard Equity-Income Adm | Mutual Funds | — | — | $39.1M | 6.2% | |
| The Vanguard Group Vanguard Wellington Adm | Mutual Funds | — | — | $33.8M | 5.3% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth I | Mutual Funds | — | — | $29.9M | 4.7% | |
| The Vanguard Group Vanguard Mid Cap Index Ins | Mutual Funds | — | — | $25.0M | 3.9% | |
| The Vanguard Group Vanguard Small Cap Index Instl | Mutual Funds | — | — | $20.9M | 3.3% | |
| Fidelity Investments Fidelity(R) Total Bond K6 | Mutual Funds | — | — | $18.3M | 2.9% | |
| The Vanguard Group Vanguard Selected Value Inv | Mutual Funds | — | — | $16.9M | 2.7% | |
| Dimensional Fund Advisors Dodge & Cox Income X | Mutual Funds | — | — | $15.4M | 2.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $14.4M | 2.3% | |
| The Vanguard Group Vanguard Federal Money Market Inv | Mutual Funds | — | — | $12.2M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $12.0M | 1.9% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $8.4M | 1.3% | |
| The Vanguard Group Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $7.5M | 1.2% | |
| Dimensional Fund Advisors DFA International Value I | Mutual Funds | — | — | $6.6M | 1.0% | |
| Notes Receivable from Participants Various maturities (Interest rates from 3.25 to 9.50%) | Bonds / Notes | — | — | $4.6M | 0.7% | |
| American Century American Century Government Bond R5 | Mutual Funds | — | — | $3.4M | 0.5% | |
| The Vanguard Group Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $3.1M | 0.5% | |
| The Vanguard Group Vanguard Inflation-Protected Secs I | Mutual Funds | — | — | $2.4M | 0.4% | |
| * Empower Retirement Empower Self-Directed Brokerage | Mutual Funds | — | — | $655K | 0.1% | |
| PRU STABLE VALUE FD 30 EMPOWER LIFE & ANNUITY INSURANCE COMPANY · EIN 52-2250941 / PN 001 | 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.
| NONE |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPS COMMUNICATIONS | — | LANSDALE, PA | CONTRACT ADMIN | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | — | SAN DIEGO, CA | AUDITOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PILLSBURY WINTHROP SHAW PITTMAN LLP | — | LOS ANGELES, CA | ATTORNEY | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | GREENWOOD VILLAGE, CO | NONE | $309K | — |
