Heatherlynn Cutter signed Cutter Management Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cutter Management Co.'s EIN is 95-2643893.
Download the official 2024 Form 5500 (PDF) for Cutter Management Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cutter Management Co.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $77K | — |
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower SAGIC Investment Option Contract 777582-01 a | Other securities | — | — | $5.3M | 26.0% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 73,281 units a | Mutual Funds | — | — | $1.4M | 6.9% | |
| VANGUARD 500 INDEX ADMIRAL 2,444 units a | Common Collective Trusts | — | — | $1.3M | 6.6% | |
| JPMORGAN LARGE CAP GROWTH R6 15,532 units a | Other securities | — | — | $1.3M | 6.4% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 50,947 units a | Mutual Funds | — | — | $1.0M | 5.2% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 63,790 units a | Mutual Funds | — | — | $969K | 4.8% | |
| CLEARBRIDGE LARGE CAP VALUE IS 24,185 units a | Other securities | — | — | $953K | 4.7% | |
| MACQUARIE MID CAP GROWTH R6 31,634 units a | Other securities | — | — | $942K | 4.7% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 69,253 units a | Mutual Funds | — | — | $771K | 3.8% | |
| JPMORGAN US RESEARCH ENHANCED EQUITY R6 16,265 units a | Other securities | — | — | $706K | 3.5% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 50,392 units a | Mutual Funds | — | — | $678K | 3.4% | |
| CLEARBRIDGE INTERNATIONAL GROWTH IS 10,052 units a | Other securities | — | — | $650K | 3.2% | |
| INVESCO DISCOVERY R6 3,423 units a | Mutual Funds | — | — | $430K | 2.1% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL 4,568 units a | Mutual Funds | — | — | $389K | 1.9% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 27,572 units a | Mutual Funds | — | — | $320K | 1.6% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRALVTMGX 20,049 units a | Mutual Funds | — | — | $308K | 1.5% | |
| INVESCO INTERNATIONAL SMALL-MID COMPY R6OSCIX 8,160 units a | Mutual Funds | — | — | $296K | 1.5% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL 905 units a | Common Collective Trusts | — | — | $296K | 1.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 16,870 units a | Mutual Funds | — | — | $292K | 1.4% | |
| dates through August 2038 - | Other securities | — | — | $264K | 1.3% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 8,716 units a | Mutual Funds | — | — | $230K | 1.1% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 9,996 units a | Mutual Funds | — | — | $212K | 1.0% | |
| DFA INFLATION-PROTECTED SECURITIES I 17,648 units a | Mutual Funds | — | — | $190K | 0.9% | |
| DFA EMERGING MARKETS CORE EQUITY I 7,779 units a | Mutual Funds | — | — | $181K | 0.9% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 3,370 units a | Other securities | — | — | $161K | 0.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 6,870 units a | Mutual Funds | — | — | $144K | 0.7% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 9,166 units a | Mutual Funds | — | — | $143K | 0.7% | |
| FIDELITY SMALL CAP INDEX 5,002 units a | Mutual Funds | — | — | $138K | 0.7% | |
| AMERICAN CENTURY REAL ESTATE R6 4,646 units a | Other securities | — | — | $122K | 0.6% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 1,625 units a | Mutual Funds | — | — | $29K | 0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 2,249 units a | Mutual Funds | — | — | $28K | 0.1% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 1,293 units a | Mutual Funds | — | — | $23K | 0.1% | |
| DFA INTERNATIONAL VECTOR EQUITY INSTL 1,256 units a | Mutual Funds | — | — | $17K | <0.1% | |
| BLACKROCK HIGH K 2,337 units a | Other securities | — | — | $17K | <0.1% | |
| COLUMBIA OVERSEAS VALUE INSTL 3 1,508 units a | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| INVESTMENT ADVISOR |
| $36K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUEMORI & INOUYE INC SI GROUP CERTI | 99-0242337 | — | CONTRACT ADMIN | $13K | — |
