Karen de Los Reyes signed Quantum Design International, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quantum Design International, Inc.'s EIN is 95-3728858.
Download the official 2023 Form 5500 (PDF) for Quantum Design International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Quantum Design International, Inc.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $220K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST LIGHT RETIREMENT LLC | 86-3483132 | — | INVESTMENT ADVISOR | $107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Investment Mgmt. MFS Growth Fund - | Mutual Funds | — | — | $17.9M | 19.0% | |
| Fixed Annuities * MassMutual Sagic Diversified Bond II - | Other securities | — | — | $17.7M | 18.8% | |
| Fidelity Investments Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $11.1M | 11.8% | |
| Vanguard Equity-Income Fund - | Mutual Funds | — | — | $6.7M | 7.2% | |
| T. Rowe Price T. Rowe Price Science and Tech Fund - | Other securities | — | — | $5.8M | 6.2% | |
| BlackRock Mid-Cap Growth Equity Fund - | Other securities | — | — | $4.2M | 4.4% | |
| Neuberger Berman Neuberger Berman Genesis Fund - | Other securities | — | — | $4.1M | 4.4% | |
| MFS Investment Mgmt. MFS International Growth Fund - | Mutual Funds | — | — | $3.4M | 3.6% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund - | Common Collective Trusts | — | — | $2.6M | 2.8% | |
| JP Morgan JP Morgan Core Plus Bond Fund - | Other securities | — | — | $2.2M | 2.3% | |
| BlackRock Hlth Sciences Opports Fund - | Other securities | — | — | $2.1M | 2.3% | |
| American Funds American Funds New Perspective Fund - | Mutual Funds | — | — | $1.6M | 1.7% | |
| American Funds American Fnds 2035 Target Dt Ret Fund - | Mutual Funds | — | — | $1.6M | 1.7% | |
| American Funds American Fnds 2025 Target Dt Ret Fund - | Mutual Funds | — | — | $1.3M | 1.4% | |
| Vanguard Mid Cap Index Fund-Admiral - | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| American Funds American Funds New World Fund - | Mutual Funds | — | — | $979K | 1.0% | |
| Victory Sycamore Established Val Fund - | Other securities | — | — | $968K | 1.0% | |
| Allspring Global Investments Allspring Real Return Fund Class R6 - | Mutual Funds | — | — | $714K | 0.8% | |
| BNY Mellon BNY Mellon Natural Resources Fund - | Other securities | — | — | $627K | 0.7% | |
| Vanguard Small Cap Index Fund - | Common Collective Trusts | — | — | $606K | 0.6% | |
| Notes Receivable from * maturity dates range from March 2024 to - | Other securities | — | — | $601K | 0.6% | |
| American Funds American Fnds 2040 Target Dt Ret Fund - | Mutual Funds | — | — | $574K | 0.6% | |
| American Funds American Fnds 2050 Target Dt Ret Fund - | Mutual Funds | — | — | $504K | 0.5% | |
| American Funds American Fnds 2020 Target Dt Ret Fund - | Mutual Funds | — | — | $422K | 0.4% | |
| American Funds American Fnds 2060 Target Dt Ret Fund - | Mutual Funds | — | — | $380K | 0.4% | |
| American Funds American Fnds 2045 Target Dt Ret Fund - | Mutual Funds | — | — | $342K | 0.4% | |
| MassMutual High Yield Fund - | Other securities | — | — | $312K | 0.3% | |
| Fidelity Investments Fidelity Advisor Real Estate Income Z Fund - | Mutual Funds | — | — | $304K | 0.3% | |
| American Funds American Fnds 2030 Target Dt Ret Fund - | Mutual Funds | — | — | $275K | 0.3% | |
| American Funds American Fnds 2055 Target Dt Ret Fund - | Mutual Funds | — | — | $137K | 0.1% | |
| American Funds American Fnds 2010 Target Dt Ret Fund - | Mutual Funds | — | — | $115K | 0.1% | |
| American Funds American Fnds 2015 Target Dt Ret Fund - | Mutual Funds | — | — | $18K | <0.1% | |
| MassMutual US Government Money Mkt Fund - | Cash / Money Market | — | — | $16K | <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 |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | 20-3886993 | — | CONTRACT ADMIN | $61K | — |
