Sania RAZA signed Ericsson Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ericsson Inc.'s EIN is 06-1119960.
Download the official 2024 Form 5500 (PDF) for Ericsson Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ericsson Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $2.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $908K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $36K | — |
| EMPOWER TRUST COMPANY, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $965.5M | 25.6% | |
| Vanguard Funds VANGUARD MID-CAP INDEX-INST PLUS | Mutual Funds | — | — | $263.8M | 7.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $263.1M | 7.0% | |
| VANGUARD INST TOT BOND MKT IDX TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $208.7M | 5.5% | |
| VANGUARD INST TOT INTL STK MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $200.7M | 5.3% | |
| Self-Directed Brokerage Various Investments, Including Registered Investment Companies, * Account Common Stocks, Money Market Funds and Cash | Self-Directed Brokerage | — | — | $153.2M | 4.1% | |
| Vanguard Funds VANGUARD SMALL-CAP INDEX-INST PLUS | Mutual Funds | — | — | $134.6M | 3.6% | |
| VANGUARD TARGET RETIRE TR PLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $132.5M | 3.5% | |
| VANGUARD TARGET RETIRE TR PLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $131.0M | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $120.0M | 3.2% | |
| Prudential Retirement Insurance and Annuity Company CAPITAL GROUP EUROPACIFIC GROWTH FUND SA | Common Stocks | — | — | $108.9M | 2.9% | |
| VANGUARD TARGET RETIRE TR PLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $99.0M | 2.6% | |
| VANGUARD TARGET RETIRE TR PLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $95.1M | 2.5% | |
| Prudential Retirement Insurance and Annuity Company EAGLE MID CAP GROWTH FUND (IS PLATFORM) | Common Stocks | — | — | $82.4M | 2.2% | |
| Prudential Retirement Insurance and Annuity Company CORE PLUS BOND/PGIM FUND | Common Stocks | — | — | $81.9M | 2.2% | |
| VANGUARD TARGET RETIRE TR PLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $77.0M | 2.0% | |
| VANGUARD TARGET RETIRE TR PLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $60.3M | 1.6% | |
| T. ROWE PRICE US MID-CAP VALUE EQUI T. ROWE PRICE TRUST COMPANY · EIN 35-6941663 / PN 001 | Common Collective Trust | — | — | $56.0M | 1.5% | |
| VANGUARD TARGET RETIRE TR PLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $40.4M | 1.1% | |
| T. Rowe Price T. ROWE PRICE QM US SMALL-CAP GR EQ I | Other securities | — | — | $38.1M | 1.0% | |
| Jennison NVIDIA CORP COMMON STOCK | Common Stocks | — | — | $31.2M | 0.8% | |
| Prudential Retirement Insurance and Annuity Company SMALL CAP VALUE/VICTORY | Common Stocks | — | — | $30.9M | 0.8% | |
| Ericsson Stock Fund | Other securities | — | — | $29.5M | 0.8% | |
| VANGUARD TARGET RETIRE TR PLUS INCO VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $27.9M | 0.7% | |
| Jennison AMAZON.COM INC COMMON STOCK | Common Stocks | — | — | $25.1M | 0.7% | |
| VANGUARD TARGET RETIRE TR PLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $24.9M | 0.7% | |
| Jennison APPLE INC COMMON STOCK | Common Stocks | — | — | $19.6M | 0.5% | |
| Jennison MICROSOFT CORP COMMON STOCK | Common Stocks | — | — | $19.6M | 0.5% | |
| DRIEHAUS EMERGING MARKETS GROWTH CL RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $19.5M | 0.5% | |
| Jennison META PLATFORMS INC COMMON STOCK | Common Stocks | — | — | $18.9M | 0.5% | |
| Jennison BROADCOM INC COMMON STOCK | Common Stocks | — | — | $15.6M | 0.4% | |
| VANGUARD TARGET RETIRE TR PLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $13.6M | 0.4% | |
| Jennison NETFLIX INC COMMON STOCK | Common Stocks | — | — | $11.9M | 0.3% | |
| Participant Loans Interest rates of 4.25% to 9.50% with various maturity dates | Bonds / Notes | — | — | $11.4M | 0.3% | |
| Jennison TESLA INC COMMON STOCK | Common Stocks | — | — | $9.3M | 0.2% | |
| Jennison MASTERCARD INC COMMON STOCK CL.A | Common Stocks | — | — | $7.7M | 0.2% | |
| Jennison ELI LILLY & CO COMMON STOCK | Common Stocks | — | — | $7.5M | 0.2% | |
| Jennison VISA INC COMMON STOCK CL.A | Common Stocks | — | — | $6.3M | 0.2% | |
| Jennison COSTCO WHOLESALE CORP COMMON STOCK | Common Stocks | — | — | $6.1M | 0.2% | |
| Jennison ALPHABET INC COMMON STOCK CL.C | Common Stocks | — | — | $5.4M | 0.1% | |
| Jennison ALPHABET INC COMMON STOCK CL.A | Common Stocks | — | — | $5.3M | 0.1% | |
| Jennison SERVICENOW INC COMMON STOCK | Common Stocks | — | — | $5.0M | 0.1% | |
| Jennison CADENCE DESIGN SYSTEMS INC COMMON STOCK | Common Stocks | — | — | $4.9M | 0.1% | |
| Jennison WALMART INC COMMON STOCK | Common Stocks | — | — | $4.8M | 0.1% | |
| VANGUARD TARGET RETIRE TR PLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.1% | |
| Jennison VERTEX PHARMACEUTICALS INC COMMON STOCK | Common Stocks | — | — | $4.2M | 0.1% | |
| Jennison NOVO-NORDISK AS COMMON STOCK - SPONSORED ADR | Common Stocks | — | — | $3.8M | 0.1% | |
| Jennison SALESFORCE COM INC COMMON STOCK | Common Stocks | — | — | $3.7M | <0.1% | |
| Jennison BOEING CO COMMON STOCK | Common Stocks | — | — | $3.7M | <0.1% | |
| Jennison UBER TECHNOLOGIES INC COMMON STOCK | Common Stocks | — | — | $3.4M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-1455663 |
| — |
| NONE |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNISON ASSOCIATES | — | NEW YORK, NY | NONE | $790K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $290K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $174K | — |
| STIFEL, NICOLAUS & COMPANY, INC. | 43-0538770 | — | NONE | $35K | — |
