Angeline Clayson signed U.S. Borax Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Borax Inc.'s EIN is 98-0047580.
Download the official 2024 Form 5500 (PDF) for U.S. Borax Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Borax Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | NONE | $31K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE FUND B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $15.3M | 20.0% | |
| SS S&P 500 INDEX NL SERIES K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $7.0M | 9.2% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $7.0M | 9.1% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $6.7M | 8.8% | |
| JP Morgan Smart Retirement Passive Blend 2030-CF | Other securities | — | — | $4.8M | 6.2% | |
| JPMCB SMARTRETIREMENT PB INC 2030 J.P. MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $4.8M | 6.2% | |
| JP Morgan Smart Retirement Passive Blend 2035-CF | Other securities | — | — | $4.2M | 5.5% | |
| JPMCB SMARTRETIREMENT PB INC 2035 J.P. MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.5% | |
| Meridian Growth Institutional | Other securities | — | — | $4.0M | 5.3% | |
| JP Morgan Smart Retirement Passive Blend 2050-CF | Other securities | — | — | $3.3M | 4.3% | |
| JPMCB SMARTRETIREMENT PB INC 2050 J.P. MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $3.3M | 4.3% | |
| JP Morgan Smart Retirement Passive Blend 2025-CF | Other securities | — | — | $3.1M | 4.1% | |
| JPMCB SMARTRETIREMENT PB INC 2025 J.P. MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.1% | |
| JP Morgan Smart Retirement Passive Blend 2040-CF | Other securities | — | — | $3.0M | 3.9% | |
| JPMCB SMARTRETIREMENT PB INC 2040 J.P. MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.9% | |
| 10.50% - | Bonds / Notes | — | — | $2.9M | 3.8% | |
| JP Morgan Smart Retirement Passive Blend 2045-CF | Other securities | — | — | $2.8M | 3.7% | |
| JPMCB SMARTRETIREMENT PB INC 2045 J.P. MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.7% | |
| JP Morgan Smart Retirement Passive Blend 2055-CF | Other securities | — | — | $2.5M | 3.3% | |
| JPMCB SMARTRETIREMENT PB INC 2055 J.P. MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.3% | |
| SS RUSSELL SML/MID INDEX NL SERIESK STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $2.3M | 3.1% | |
| Dodge & Cox International Stock X | Mutual Funds | — | — | $2.1M | 2.7% | |
| JP Morgan Smart Retirement Passive Blend 2060-CF | Other securities | — | — | $2.1M | 2.7% | |
| JPMCB SMARTRETIREMENT PB INC 2060 J.P. MORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.7% | |
| JPMCB SMARTRETIREMENT PASSIVE BLEND J.P. MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.9% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST SEI TRUST COMPANY · EIN 27-0833992 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| SS GLOBAL ALL CAP EQUITY EX-US IND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $363K | 0.5% | |
| SS US BOND INDEX NL SERIES K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $243K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $2K |
| — |
