Christina Gonzalez signed Shimadzu Precision Instruments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shimadzu Precision Instruments, Inc.'s EIN is 95-3340364.
Download the official 2024 Form 5500 (PDF) for Shimadzu Precision Instruments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shimadzu Precision Instruments, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Target Date 2025 Fund | Other securities | — | — | $5.1M | 18.6% | |
| Target Date 2035 Fund | Other securities | — | — | $4.0M | 14.7% | |
| Target Date 2030 Fund | Other securities | — | — | $2.7M | 9.7% | |
| Target Date 2020 Fund | Other securities | — | — | $2.3M | 8.5% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.2M | 8.1% | |
| Fidelity:* 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 7.5% | |
| Target Date 2045 Fund | Other securities | — | — | $1.7M | 6.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.4M | 5.3% | |
| Target Date 2040 Fund | Other securities | — | — | $1.4M | 5.3% | |
| Similar Pary Description of Investment Fair Value Money Market Fund Fidelity* Treasury Money Market Fund 2 Common/Collective Trusts Invesco Stable Value Trust | Stable Value | — | — | $873K | 3.2% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $873K | 3.2% | |
| William Blair Small Mid Cap Growth Fund | Other securities | — | — | $681K | 2.5% | |
| Target Date 2050 Fund | Other securities | — | — | $677K | 2.5% | |
| Extended Market Index Fund | Common Collective Trusts | — | — | $498K | 1.8% | |
| with maturity dates through 2030 | Other securities | — | — | $428K | 1.6% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $282K | 1.0% | |
| Hartford International Opportunities Fund | Other securities | — | — | $229K | 0.8% | |
| Prudential Insurance Co. of America* Variable Annuity Contract | Common Stocks | — | — | $200K | 0.7% | |
| Target Date 2055 Fund | Other securities | — | — | $179K | 0.7% | |
| Target Date 2015 Fund | Other securities | — | — | $136K | 0.5% | |
| Victory Integrity Small/Mid-Cap Value Fund | Other securities | — | — | $72K | 0.3% | |
| State Street Aggregate Bond Index Fund | Common Collective Trusts | — | — | $46K | 0.2% | |
| Target Date 2060 Fund | Other securities | — | — | $41K | 0.2% | |
| American Funds: Target Date 2010 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Principal Diversified Real Asset Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN | 95-2036255 | — | ACCOUNTANT/AUDITOR | $14K | — |
