Scott McIntyre signed Haldor Topsoe, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haldor Topsoe, Inc.'s EIN is 13-1943844.
Download the official 2024 Form 5500 (PDF) for Haldor Topsoe, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haldor Topsoe, 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $95K | — |
| COOK STREET CONSULTING | 84-0854432 | — | NONE | $39K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 500 Index Admiral Fund | Common Collective Trusts | — | — | $14.7M | 16.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $9.5M | 10.9% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $9.2M | 10.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $7.2M | 8.3% | |
| T. Rowe Price Blue Chip Growth and Income Fund | Other securities | — | — | $6.7M | 7.7% | |
| Goldman Sachs Small Cap Value Inst | Other securities | — | — | $5.5M | 6.3% | |
| Metropolitan West Total Return Bond Fund Class I | Other securities | — | — | $5.4M | 6.2% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $5.3M | 6.1% | |
| Allspring Funds Trust Growth Fund Admin Class | Other securities | — | — | $4.7M | 5.4% | |
| Fidelity Concord Fidelity International Index Fund | Common Collective Trusts | — | — | $4.7M | 5.4% | |
| Vanguard Total Bond Market Index Fund Admin Class | Common Collective Trusts | — | — | $4.2M | 4.8% | |
| JP Morgan Small Cap Growth Fund R6 | Other securities | — | — | $4.0M | 4.6% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $3.1M | 3.5% | |
| Dimensional Advisors Global Real Estate Securities Portfolio Instl | Mutual Funds | — | — | $2.4M | 2.8% | |
| Notes receivable Notes receivable from participants with interest rates from participants ranging from 4.25% to 9.50% annual - | Bonds / Notes | — | — | $591K | 0.7% | |
| Charles Schwab Non-interest bearing cash | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
