Darla Holthaus signed CPM Acquisition Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPM Acquisition Corp.'s EIN is 06-1612491.
Download the official 2024 Form 5500 (PDF) for CPM Acquisition Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPM Acquisition Corp.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $25K |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $11.7M | 12.1% | |
| Fidelity Investments Free Index 2030 IP | Mutual Funds | — | — | $8.5M | 8.9% | |
| Fidelity Investments Large Cap Growth Index | Mutual Funds | — | — | $6.0M | 6.2% | |
| Fidelity Investments Free Index 2040 IP | Mutual Funds | — | — | $5.5M | 5.7% | |
| Vanguard Russel 1000 GR Index Ins | Mutual Funds | — | — | $5.2M | 5.4% | |
| Fidelity Investments Free Index 2050 IP | Mutual Funds | — | — | $5.1M | 5.3% | |
| Fidelity Investments Free Index 2055 IP | Mutual Funds | — | — | $5.0M | 5.2% | |
| Fidelity Investments Free Index 2035 IP | Mutual Funds | — | — | $5.0M | 5.2% | |
| Fidelity Investments Free Index 2045 IP | Mutual Funds | — | — | $4.8M | 5.0% | |
| Fidelity Investments Free Index 2020 IP | Mutual Funds | — | — | $4.6M | 4.7% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $3.2M | 3.3% | |
| Vanguard Value Index Fund Adm | Common Collective Trusts | — | — | $2.9M | 3.0% | |
| Fidelity Investments Free Index 2060 IP | Mutual Funds | — | — | $2.9M | 3.0% | |
| Dimensional Fund Advisors Intl Large Cap Growth Port IN | Mutual Funds | — | — | $2.8M | 2.9% | |
| Charles Schwab US Agg Bond Index | Mutual Funds | — | — | $2.6M | 2.7% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.6% | |
| Fidelity Investments Mid Cap Growth Index | Mutual Funds | — | — | $2.1M | 2.1% | |
| Fidelity Investments Free Index 2025 IP | Mutual Funds | — | — | $1.9M | 1.9% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $1.8M | 1.9% | |
| Vanguard Mid Cap Value Index AD | Mutual Funds | — | — | $1.6M | 1.7% | |
| STATE STREET RUSS SCG IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $1.5M | 1.5% | |
| AMC Funds Multisector Income R6 | Other securities | — | — | $1.4M | 1.4% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.0M | 1.1% | |
| Fidelity Investments Free Index 2065 IP | Mutual Funds | — | — | $981K | 1.0% | |
| Nuveen Funds International Equity Index R6 | Common Collective Trusts | — | — | $936K | 1.0% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $784K | 0.8% | |
| Fidelity Investments Free Index 2015 IP | Mutual Funds | — | — | $758K | 0.8% | |
| Vanguard High Yield Corp Adm | Mutual Funds | — | — | $704K | 0.7% | |
| Northern Trust Emerging Markets EQ Index SH | Other securities | — | — | $601K | 0.6% | |
| Fidelity Investments Small Cap Value Index | Mutual Funds | — | — | $528K | 0.5% | |
| Vanguard Info Tech Index Admiral | Mutual Funds | — | — | $392K | 0.4% | |
| Fidelity Investments Free Index Income IP | Mutual Funds | — | — | $379K | 0.4% | |
| STATE STREET NASDAQ 100 IDX M STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $291K | 0.3% | |
| Dimensional Fund Advisors Select HDG GL Fixed Income Inst | Mutual Funds | — | — | $252K | 0.3% | |
| State Street US Inflation Protection BD IDX LS II | Common Collective Trusts | — | — | $205K | 0.2% | |
| STATE ST US BD IDX SEC LS XIV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $88K | <0.1% | |
| STATE ST REIT IDX NLS C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $48K | <0.1% | |
| Fidelity Investments Free Index 2010 Instl Pre | Mutual Funds | — | — | $41K | <0.1% | |
| PIMCO STABLE INCOME FUND SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $37K | <0.1% | |
| Vanguard Energy Index AD | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard FTSE AW ES US SMCPIN ADM | Mutual Funds | — | — | $9K | <0.1% | |
| Principal Life Insurance Company U.S. Property | Common Stocks | — | — | $8K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% |
