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)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC BENEFITS ADVISORS INC | 03-0415817 | — | ACTUARIAL | $191K | — |
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT ADVISORY | $88K | — |
| SAGE INVESTMENT ADVISORS | 74-2798841 | — | INVESTMENT ADVISORY | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Morgan Stanley Bank Deposit | Other securities | — | $1.1M | $1.1M | 1.8% | |
| Goldman Sachs Group Inc Bonds 2.6500% 10/21/32 | Bonds / Notes | — | $982K | $1.0M | 1.7% | |
| Wells Fargo Co Mtn Be Bonds 4.1000% 06/03/26 | Bonds / Notes | — | $944K | $935K | 1.6% | |
| Toronto Dominion Bank Bonds 4.6930% 09/15/27 | Bonds / Notes | — | $900K | $908K | 1.5% | |
| Fannie Mae UMBS Long 30 Yr 5.0000% 09/01/52 | Agency / Mortgage-Backed | — | $850K | $840K | 1.4% | |
| Fhlmc Super 30y Fixed 5.0000% 12/25/53 | Agency / Mortgage-Backed | — | $821K | $813K | 1.4% | |
| Deere John Capital Corp Bonds 4.0500% 09/08/25 | Bonds / Notes | — | $724K | $732K | 1.2% | |
| Bank Amer Corp Bonds 3.4190% 12/20/28 | Bonds / Notes | — | $720K | $729K | 1.2% | |
| Citigroup Inc Bonds 2.6660% 01/29/31 | Bonds / Notes | — | $707K | $720K | 1.2% | |
| Truist Finl Corp Bonds 7.1610% 10/30/29 | Bonds / Notes | — | $709K | $716K | 1.2% | |
| Oracle Corp Bonds 2.9500% 04/01/30 | Bonds / Notes | — | $673K | $706K | 1.2% | |
| Us Bancorp Bonds 2.4910% 11/03/36 | Bonds / Notes | — | $724K | $705K | 1.2% | |
| Bank New York Mellon Corp Bonds 6.3170% 10/25/29 | Bonds / Notes | — | $719K | $704K | 1.2% | |
| US Treasury Notes 3.5000% 02/15/33 | U.S. Treasuries | — | $717K | $679K | 1.1% | |
| Consolidated Edison Co N Y Bonds 3.3500% 04/01/30 | Bonds / Notes | — | $639K | $637K | 1.1% | |
| Sabine Pass Liquefaction Llc Bonds 5.8750% 06/30/26 | Bonds / Notes | — | $566K | $576K | 1.0% | |
| US Treasury Bonds 1.1250% 05/15/40 | U.S. Treasuries | — | $637K | $575K | 1.0% | |
| Capital One Finl Corp Bonds 1.8780% 11/02/27 | Bonds / Notes | — | $506K | $549K | 0.9% | |
| Jpmorgan Chase & Co Bonds 1.9530% 02/04/32 | Bonds / Notes | — | $493K | $547K | 0.9% | |
| Jpmorgan Chase & Co Bonds 4.0050% 04/23/29 | Bonds / Notes | — | $540K | $543K | 0.9% | |
| Capital One Finl Corp Bonds 5.2470% 07/26/30 | Bonds / Notes | — | $543K | $542K | 0.9% | |
| US Treasury Bonds 2.2500% 02/15/52 | U.S. Treasuries | — | $605K | $540K | 0.9% | |
| Enable Midstream Partners Lp Bonds 4.9500% 05/15/28 | Bonds / Notes | — | $539K | $539K | 0.9% | |
| Pnc Finl Svcs Group Inc Bonds 5.4920% 05/14/30 | Bonds / Notes | — | $533K | $537K | 0.9% | |
| Extra Space Storage Lp Bonds 3.8750% 12/15/27 | Bonds / Notes | — | $530K | $536K | 0.9% | |
| Jpmorgan Chase & Co Bonds 0.0535% 04/24/34 | Bonds / Notes | — | $538K | $534K | 0.9% | |
| Pnc Finl Svcs Group Inc Bonds 5.3000% 01/21/28 | Bonds / Notes | — | $525K | $525K | 0.9% | |
| American Express Co Bonds 0.0539% 07/28/27 | Bonds / Notes | — | $518K | $521K | 0.9% | |
| Exxon Mobil Corporation Bonds 3.0430% 03/01/26 | Bonds / Notes | — | $488K | $482K | 0.8% | |
| Wells Fargo Co Mtn Be Bonds 4.9000% 11/17/45 | Bonds / Notes | — | $472K | $477K | 0.8% | |
| Wells Fargo & Co Bonds 2.3930% 06/02/28 | Bonds / Notes | — | $445K | $471K | 0.8% | |
| Hewlett Packard Enterprise Bonds 4.4000% 09/25/27 | Bonds / Notes | — | $453K | $450K | 0.7% | |
| Air Lease Corp Bonds 3.0000% 02/01/30 | Bonds / Notes | — | $442K | $441K | 0.7% | |
| Well Tower INC Bonds 4.2500% 04/01/26 | Bonds / Notes | — | $436K | $433K | 0.7% | |
| Goldman Sachs Group Inc Bonds 2.6400% 02/24/28 | Bonds / Notes | — | $408K | $428K | 0.7% | |
| Apple Inc Bonds 3.8500% 08/04/46 | Bonds / Notes | — | $492K | $427K | 0.7% | |
| 3m Co Bonds 3.0500% 04/15/30 | Bonds / Notes | — | $417K | $426K | 0.7% | |
| Jp Morgan Chase Bank Na Bonds 3.8820% 07/24/38 | Bonds / Notes | — | $439K | $419K | 0.7% | |
| Schwab Charles Corp Bonds 5.8530% 05/19/34 | Mutual Funds | — | $415K | $412K | 0.7% | |
| Schlumberger Bonds 4.5000% 05/15/28 | Bonds / Notes | — | $410K | $407K | 0.7% | |
| Citigroup Inc Bonds 1.1220% 01/28/27 | Bonds / Notes | — | $363K | $399K | 0.7% | |
| Sempra Energy Bonds 4.0000% 02/01/48 | Bonds / Notes | — | $384K | $381K | 0.6% | |
| T Mobile Usa Inc Bonds 2.2500% 02/15/26 | Bonds / Notes | — | $358K | $379K | 0.6% | |
| Cno Finl Group Inc Bonds 5.2500% 05/30/29 | Bonds / Notes | — | $382K | $377K | 0.6% | |
| Comcast Corp New Bonds 1.9500% 01/15/31 | Bonds / Notes | — | $357K | $372K | 0.6% | |
| Vmware Inc Bonds 3.9000% 08/21/27 | Bonds / Notes | — | $369K | $371K | 0.6% | |
| Citigroup Inc Bonds 5.8750% 01/30/42 | Bonds / Notes | — | $397K | $368K | 0.6% | |
| Rtx Corporation Bonds 5.7500% 01/15/29 | Bonds / Notes | — | $367K | $367K | 0.6% | |
| Bank New York Mellon Corp Bonds 5.6060% 07/21/39 | Bonds / Notes | — | $360K | $363K | 0.6% | |
| Goldman Sachs Group Inc Bonds 1.4310% 03/09/27 | Bonds / Notes | — | $330K | $360K | 0.6% |
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 |
|---|
| EC BARRETT LLC | 93-2107924 | — | CPA/AUDITORS | $18K | — |
