Grace Brown signed A.G. Simpson USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A.G. Simpson USA Inc.'s EIN is 98-0138071.
Download the official 2024 Form 5500 (PDF) for A.G. Simpson USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A.G. Simpson USA 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $3.9M | 24.6% | |
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $1.3M | 8.2% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $1.0M | 6.3% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $989K | 6.2% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $935K | 5.9% | |
| AB RELATIVE VALUE FUND A | Registered Investment Companies | — | — | $797K | 5.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $699K | 4.4% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $632K | 4.0% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $619K | 3.9% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $598K | 3.8% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $490K | 3.1% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $474K | 3.0% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $444K | 2.8% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $442K | 2.8% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $435K | 2.7% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $335K | 2.1% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $299K | 1.9% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $256K | 1.6% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $222K | 1.4% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $214K | 1.3% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $204K | 1.3% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $160K | 1.0% | |
| HARTFORD INTERNATIONAL OPP R4 | Registered Investment Companies | — | — | $155K | 1.0% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $16K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
