Edward Y. Valparaiso signed Epson America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epson America, Inc.'s EIN is 95-2935679.
Download the official 2024 Form 5500 (PDF) for Epson America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epson America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $124K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price:* Capital Appreciation Fund | Other securities | — | — | $65.5M | 14.3% | |
| Retirement 2035 Fund | Other securities | — | — | $46.8M | 10.2% | |
| Retirement 2030 Fund | Other securities | — | — | $44.6M | 9.8% | |
| Institutional Index Fund | Common Collective Trusts | — | — | $40.2M | 8.8% | |
| Retirement 2025 Fund | Other securities | — | — | $36.2M | 7.9% | |
| Retirement 2040 Fund | Other securities | — | — | $30.7M | 6.7% | |
| Retirement 2045 Fund | Other securities | — | — | $23.5M | 5.1% | |
| Growth Stock Fund | Other securities | — | — | $19.6M | 4.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $19.5M | 4.3% | |
| Fed Money Market Fund | Cash / Money Market | — | — | $15.7M | 3.4% | |
| Retirement 2020 Fund | Other securities | — | — | $14.5M | 3.2% | |
| Retirement 2050 Fund | Other securities | — | — | $12.8M | 2.8% | |
| New Horizons Fund | Other securities | — | — | $10.4M | 2.3% | |
| Mid-Cap Value Fund | Other securities | — | — | $9.3M | 2.0% | |
| International Stock Index Fund | Common Collective Trusts | — | — | $9.0M | 2.0% | |
| Vanguard: Equity Income Fund | Mutual Funds | — | — | $8.7M | 1.9% | |
| Retirement 2055 Fund | Other securities | — | — | $8.7M | 1.9% | |
| Mid-Cap Growth Fund | Other securities | — | — | $6.7M | 1.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $5.9M | 1.3% | |
| TCW Met West Total Return Bond Fund | Other securities | — | — | $5.4M | 1.2% | |
| Extended Market Index Fund | Common Collective Trusts | — | — | $4.6M | 1.0% | |
| Small-Cap Value Fund | Other securities | — | — | $4.2M | 0.9% | |
| Retirement 2015 Fund | Other securities | — | — | $3.9M | 0.9% | |
| Cash 155 Participant Loans* Secured; maturities at various dates through 2034, interest rates of 4.25% - 9.50% | Cash / Money Market | — | — | $3.7M | 0.8% | |
| Retirement 2060 Fund | Other securities | — | — | $3.6M | 0.8% | |
| International Growth Fund | Other securities | — | — | $1.4M | 0.3% | |
| American Beacon Small Cap Value Fund | Mutual Funds | — | — | $954K | 0.2% | |
| Retirement 2005 Fund | Other securities | — | — | $703K | 0.2% | |
| Retirement 2010 Fund | Other securities | — | — | $217K | <0.1% | |
| Retirement 2065 Fund | Other securities | — | — | $200K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
