Pamela Kogler signed Altium Packaging LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altium Packaging LP's EIN is 06-1056158.
Download the official 2024 Form 5500 (PDF) for Altium Packaging LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altium Packaging LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT ADVISOR | $58K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | $21.4M | $23.0M | 14.4% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | $21.1M | $22.8M | 14.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | $12.2M | $13.0M | 8.1% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $9.5M | $11.7M | 7.3% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | $9.7M | $10.6M | 6.6% | |
| * FID 500 INDEX | Common Collective Trusts | — | $7.1M | $8.4M | 5.3% | |
| VANG CR FED MM ADM | Other securities | — | $8.4M | $8.4M | 5.3% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | $7.4M | $8.0M | 5.0% | |
| COL CONTRAN CORE I3 | Other securities | — | $5.8M | $6.3M | 4.0% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | $5.3M | $5.7M | 3.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | $4.0M | $4.3M | 2.7% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $3.5M | $3.6M | 2.3% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $3.4M | $3.6M | 2.3% | |
| TRP CAP APPREC I | Other securities | — | $3.3M | $3.3M | 2.1% | |
| PUTN LG CAP VAL R6 | Other securities | — | $3.1M | $3.3M | 2.1% | |
| JPM MID CAP GRTH R6 | Other securities | — | $3.0M | $3.2M | 2.0% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $2.1M | $2.5M | 1.5% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $2.3M | $2.2M | 1.4% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | $1.8M | $2.0M | 1.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | $1.5M | $1.5M | 1.0% | |
| JPM GOVT BOND R6 | U.S. Treasuries | — | $1.2M | $1.2M | 0.8% | |
| LOOMIS CORE PL BD N | Other securities | — | $1.1M | $1.0M | 0.7% | |
| JPM SM CAP EQ R6 | Other securities | — | $1.0M | $1.0M | 0.7% | |
| COL SM CAP GRTH I3 | Other securities | — | $718K | $869K | 0.5% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | $766K | $805K | 0.5% | |
| VICTORY S SMCO OP R6 | Other securities | — | $645K | $643K | 0.4% | |
| * FID MID CAP IDX | Common Collective Trusts | — | $565K | $620K | 0.4% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | $578K | $609K | 0.4% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $487K | $497K | 0.3% | |
| AF NEW WORLD R6 | Other securities | — | $246K | $250K | 0.2% | |
| VANG TOT INTL STK AD | Other securities | — | $231K | $235K | 0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $144K | $151K | <0.1% | |
| VANG INTM BD IDX ADM | Common Collective Trusts | — | $120K | $118K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
