John LUND signed ALFA Laval Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ALFA Laval Inc.'s EIN is 13-1681631.
Download the official 2024 Form 5500 (PDF) for ALFA Laval Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ALFA Laval 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $247K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW | 33-0818667 | — | CONSULTANT | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $63.4M | 19.9% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $41.0M | 12.8% | |
| BlackRock Total Return Fund Mutual Fund | Other securities | — | — | $37.3M | 11.7% | |
| Vanguard Equity-Income Fund Mutual Fund | Mutual Funds | — | — | $26.1M | 8.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $24.3M | 7.6% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | $22.4M | $23.5M | 7.3% | |
| American Funds Global Fund Mutual Fund | Mutual Funds | — | — | $21.8M | 6.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $19.3M | 6.1% | |
| John Hancock Disciplined Value Mutual Fund | Other securities | — | — | $16.6M | 5.2% | |
| American Europacific Growth Fund Mutual Fund | Other securities | — | — | $8.9M | 2.8% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $8.7M | 2.7% | |
| MFS New Discovery Value Fund Mutual Fund | Mutual Funds | — | — | $6.5M | 2.0% | |
| DFA Global Real Estate Sec Portfolio Mutual Fund | Mutual Funds | — | — | $5.7M | 1.8% | |
| BlackRock Impact Mortgage Fund Mutual Fund | Other securities | — | — | $4.8M | 1.5% | |
| Macquarie Emerging Markets Fund Mutual Fund | Other securities | — | — | $4.4M | 1.4% | |
| Participant loans 3.25% - 9.50% | Bonds / Notes | — | — | $4.3M | 1.4% | |
| LOAN FUND LOANS | Other securities | — | $4.3M | $4.3M | 1.4% | |
| Wasatch Core Growth Fund Mutual Fund | Other securities | — | — | $2.5M | 0.8% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $564K | $564K | 0.2% | |
| Non-interest bearing cash and Cash Equivalents | Cash / Money Market | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| KEITER | 54-1631262 | — | ACCOUNTANT | $18K | — |
