Craig Christianson signed Donnelley Financial, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Donnelley Financial, LLC's EIN is 13-2618477.
Download the official 2024 Form 5500 (PDF) for Donnelley Financial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Donnelley Financial, LLC'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 ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $324K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS 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 | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FD NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $143.7M | 28.2% | |
| MERCERWISE TARGET DATE 2035 FUND MERCER TRUST · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $44.4M | 8.7% | |
| MERCERWISE TARGET DATE 2030 FUND MERCER TRUST · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $35.1M | 6.9% | |
| MERCER SMALL/MID CAP STOCK FUND MERCER TRUST · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $33.4M | 6.6% | |
| MERCERWISE TARGET DATE 2040 FUND MERCER TRUST · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $28.2M | 5.5% | |
| MERCERWISE TARGET DATE 2025 FUND MERCER TRUST · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $25.8M | 5.1% | |
| MERCERWISE TARGET DATE 2045 FUND MERCER TRUST · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $23.9M | 4.7% | |
| INVESCO STABLE VALUE TRUST INVESCO · EIN 84-1442974 / PN 001 | Common Collective Trust | — | — | $22.6M | 4.4% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $21.3M | 4.2% | |
| NT COLLECTIVE EXTENDED EQ MKT INDEX NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $18.0M | 3.5% | |
| ASSETS Self-Directed Brokerage Accounts | OTHER | — | — | $17.0M | 3.3% | |
| MERCERWISE TARGET DATE INCOME FUND MERCER TRUST · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $13.7M | 2.7% | |
| NT COLLECTIVE ACWI EX-US MARKET FD NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $13.7M | 2.7% | |
| MERCER INTERNATIONAL STOCK FUND MERCER TRUST · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $12.5M | 2.4% | |
| MERCERWISE TARGET DATE 2050 FUND MERCER TRUST · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $11.8M | 2.3% | |
| MERCER DIVERSIFIED BOND FUND MERCER TRUST · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $10.9M | 2.1% | |
| MERCERWISE TARGET DATE 2020 FUND MERCER TRUST · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $10.3M | 2.0% | |
| MERCERWISE TARGET DATE 2055 FUND MERCER TRUST · EIN 81-3408562 / PN 023 | Common Collective Trust | — | — | $8.2M | 1.6% | |
| MERCERWISE TARGET DATE 2060 FUND MERCER TRUST · EIN 81-3428516 / PN 024 | Common Collective Trust | — | — | $5.0M | 1.0% | |
| SSGA REAL ASSET NON LENDING SERIES STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 291 | Common Collective Trust | — | — | $4.2M | 0.8% | |
| PARTICIPANTS LOANS Interest Rates 4.25% - 9.50% | Bonds / Notes | — | — | $3.2M | 0.6% | |
| MERCERWISE TARGET DATE 2065 FUND MERCER TRUST · EIN 81-3546834 / PN 025 | Common Collective Trust | — | — | $2.0M | 0.4% | |
| MERCERWISE TARGET DATE 2015 FUND MERCER TRUST · EIN 81-3266915 / PN 015 | Common Collective Trust | — | — | $305K | <0.1% | |
| Northern Trust Collective Short Term | Common Collective Trusts | — | — | $31K | <0.1% | |
| MERCER LARGE CAP STOCK FUND MERCER TRUST · EIN 81-3153346 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MEDINA, OH |
| NONE |
| $300 |
| — |
