Wesley K Wakimoto signed Suisan Group, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Suisan Group, Inc.'s EIN is 99-0043500.
Download the official 2022 Form 5500 (PDF) for Suisan Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Suisan Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $816 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCA1 MASSACHUSETTS MUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.4M | 95.3% | |
| merican Funds 2025 Trgt Date Retire R6 187,226 u nits/shares | Other securities | — | $187K | $2.7M | 34.7% | |
| merican Funds 2020 Trgt Date Retire R6 92,502 u nits/shares | Other securities | — | $93K | $1.2M | 15.3% | |
| merican Funds 2030 Trgt Date Retire R6 62,939 u nits/shares | Other securities | — | $63K | $989K | 12.8% | |
| merican Funds 2015 Trgt Date Retire R6 66,064 u nits/shares | Other securities | — | $66K | $777K | 10.0% | |
| merican Funds 2040 Trgt Date Retire R6 39,142 u nits/shares | Other securities | — | $39K | $696K | 9.0% | |
| merican Funds 2045 Trgt Date Retire R6 25,001 u nits/shares | Other securities | — | $25K | $456K | 5.9% | |
| — party or maturity value Cost Current Value American Funds 2010 Trgt Date Retire R6 24,010 units/shares | Mutual Funds | — | $24K | $269K | 3.5% | |
| merican Funds 2050 Trgt Date Retire R6 5,008 u nits/shares | Other securities | — | $5K | $89K | 1.2% | |
| Vanguard 500 Index Admiral 210 u nits/shares | Common Collective Trusts | — | — | $86K | 1.1% | |
| merican Funds 2055 Trgt Date Retire R6 3,658 u nits/shares | Other securities | — | $4K | $82K | 1.1% | |
| merican Funds 2035 Trgt Date Retire R6 3,749 u nits/shares | Other securities | — | $4K | $64K | 0.8% | |
| iShares US Aggregate Bond Index K 374 u nits/shares | Other securities | — | — | $3K | <0.1% | |
| merican Funds 2060 Trgt Date Retire R6 128 u nits/shares | 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.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $19K |
| — |
