Theresa Sacca signed Commerzbank AG's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commerzbank AG's EIN is 13-2682661.
Download the official 2024 Form 5500 (PDF) for Commerzbank AG from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commerzbank AG's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| 13-3954297 |
| — |
| INVESTMENT ADVISOR |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIXON PEABODY | 16-0764720 | — | ATTORNEY/LEGAL | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index | Mutual Funds | — | — | $58.8M | 15.3% | |
| Brown Advisory Sustainable Growth Fund | Other securities | — | — | $40.3M | 10.5% | |
| Fidelity Management Trust Company Fidelity Contrafund | Mutual Funds | — | — | $33.1M | 8.6% | |
| Self-Directed Brokerage Accounts * Fidelity Management Trust Company Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $28.2M | 7.3% | |
| Fidelity Management Trust Company Money Market Instl Treasury Only CL I | Mutual Funds | — | — | $21.6M | 5.6% | |
| Dodge & Cox Dodge and Cox Stock Fund | Mutual Funds | — | — | $20.2M | 5.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2030 | Common Stocks | — | — | $18.4M | 4.8% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.4M | 4.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2040 | Common Stocks | — | — | $16.4M | 4.3% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $16.4M | 4.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2035 | Common Stocks | — | — | $13.7M | 3.6% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $13.7M | 3.6% | |
| T. Rowe Price Trust Company T. Rowe Price New Horizons | Common Stocks | — | — | $13.6M | 3.5% | |
| T. Rowe Price Trust Company T. Rowe Price Balanced | Common Stocks | — | — | $12.9M | 3.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2025 | Common Stocks | — | — | $12.8M | 3.3% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $12.8M | 3.3% | |
| GALLIARD MGD INC D WELLS FARGO BANK, N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $10.0M | 2.6% | |
| The Vanguard Group Vanguard Extended Market Index | Mutual Funds | — | — | $9.7M | 2.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2045 | Common Stocks | — | — | $8.7M | 2.3% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.7M | 2.3% | |
| T. Rowe Price Trust Company T. Rowe Price Mid Cap Equity Growth | Common Stocks | — | — | $7.5M | 2.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2020 | Common Stocks | — | — | $6.8M | 1.8% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.8M | 1.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2050 | Common Stocks | — | — | $6.4M | 1.7% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.7% | |
| Neuberger Berman NB Genesis Trust Fund | Common Collective Trusts | — | — | $5.9M | 1.5% | |
| The Vanguard Group Vanguard Total Bond Market Institutional Fd | Mutual Funds | — | — | $5.7M | 1.5% | |
| Capital Group American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $5.1M | 1.3% | |
| Fidelity Management Trust Company Fidelity International Index Fund | Common Collective Trusts | — | — | $5.0M | 1.3% | |
| T. Rowe Price Trust Company T. Rowe Price International Discovery | Common Stocks | — | — | $4.7M | 1.2% | |
| T. Rowe Price Trust Company T. Rowe Price High Yield | Common Stocks | — | — | $4.3M | 1.1% | |
| Dimensional Fund Advisors DFA US Target VAL I | Mutual Funds | — | — | $3.5M | 0.9% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.7% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2055 | Common Stocks | — | — | $2.6M | 0.7% | |
| PRU CORE PL BD CL 3 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.5M | 0.6% | |
| The Vanguard Group Vanguard Wellesley Income Fund ADM | Mutual Funds | — | — | $2.4M | 0.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2015 | Common Stocks | — | — | $1.4M | 0.4% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| 10.50% | Bonds / Notes | — | — | $1.2M | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2060 | Common Stocks | — | — | $865K | 0.2% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $865K | 0.2% | |
| Common Trust Funds T. Rowe Price Trust Company T. Rowe Price Retirement 2005 | Common Collective Trusts | — | — | $323K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $323K | <0.1% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2065 A | Common Stocks | — | — | $319K | <0.1% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $319K | <0.1% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2010 | Common Stocks | — | — | $185K | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $185K | <0.1% | |
| TRP GROWTH STOCK A T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
