Walter Koerting signed Beiersdorf, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beiersdorf, Inc.'s EIN is 13-2762485.
Download the official 2024 Form 5500 (PDF) for Beiersdorf, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beiersdorf, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT MANAGEMENT | $270K | — |
| AON CONSULTING LLC | 36-3051915 | — | ACTUARIAL | $125K | — |
| FIDUCIENT INVESTMENT ADVISORS, LLC | — | WINDSOR, CT | INVESTMENT CONSULTANTS | $34K | — |
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 |
|---|---|---|---|---|---|
| CROWE HORWATH LLP | 35-0921680 | — | ACCOUNTING/AUDITING | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 06-6379101 | — | TRUST ADMINISTRATION | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Exchange Traded Funds iShares S&P 500 Index Fund | Common Collective Trusts | — | $3.1M | $5.8M | 11.4% | |
| Allspring Global Investments CB Shares CL Series CP | Mutual Funds | — | $2.5M | $2.5M | 4.9% | |
| Asset onTransaction Current Value $ - (g) | Other securities | — | — | $2.5M | 4.9% | |
| (i) Net Gain (Loss) $ - (h) Date | Other securities | — | — | $2.5M | 4.9% | |
| 13-2762485 Beiersdorf Inc. (c) BEIERSDORF INC. CASH BALANCE RETIREMENT PLANPrice | Cash / Money Market | — | — | $2.5M | 4.9% | |
| Blackrock Target Shares Series M Fund | Other securities | — | $1.7M | $1.7M | 3.3% | |
| PIMCO Income Fund | Mutual Funds | — | $1.7M | $1.5M | 3.0% | |
| LeaseRental $ - (d) | Other securities | — | — | $1.4M | 2.8% | |
| Blackrock Liquidity Fund Short term investment | Cash / Money Market | — | $676K | $676K | 1.3% | |
| MICROSOFT CORP Common stock | Common Stocks | — | $269K | $496K | 1.0% | |
| U.S. Treasury Note 4.375%, due 2034 | U.S. Treasuries | — | $367K | $354K | 0.7% | |
| NVIDIA Common stock | Common Stocks | — | $68K | $349K | 0.7% | |
| U.S. Treasury Note 4.375%, due 2026 | U.S. Treasuries | — | $335K | $330K | 0.7% | |
| AMAZON COM INC COM Common stock | Common Stocks | — | $172K | $306K | 0.6% | |
| Federal Natl Mtg Assoc Bonds 2.000%, due 2051 | Agency / Mortgage-Backed | — | $306K | $303K | 0.6% | |
| U.S. Treasury Note 4.125%, due 2030 | U.S. Treasuries | — | $275K | $275K | 0.5% | |
| U.S. Treasury Note 2.750%, due 2029 | U.S. Treasuries | — | $256K | $254K | 0.5% | |
| SAP SE Common stock | Common Stocks | — | $167K | $248K | 0.5% | |
| TESLA INC Common stock | Common Stocks | — | $114K | $244K | 0.5% | |
| Federal Natl Mtg Assoc Bonds 4.000%, due 2053 | Agency / Mortgage-Backed | — | $244K | $241K | 0.5% | |
| META PLATFORMS INC Common stock | Common Stocks | — | $82K | $240K | 0.5% | |
| U.S. Treasury Note 4.250%, due 2031 | U.S. Treasuries | — | $239K | $232K | 0.5% | |
| ORACLE CORP $0.01 DEL Common stock | Common Stocks | — | $179K | $230K | 0.5% | |
| U.S. Treasury Note 4.375%, due 2028 | U.S. Treasuries | — | $224K | $225K | 0.4% | |
| Blackrock Target Shares Series A Fund | Other securities | — | $223K | $222K | 0.4% | |
| U.S. Treasury Note 4.125%, due 2027 | U.S. Treasuries | — | $221K | $216K | 0.4% | |
| W R BERKLEY CORP Common stock | Common Stocks | — | $127K | $207K | 0.4% | |
| U.S. Treasury Note 2.875%, due 2032 | U.S. Treasuries | — | $207K | $202K | 0.4% | |
| SONY GROUP CORP Common stock | Common Stocks | — | $172K | $201K | 0.4% | |
| NOVARTIS ADR Common stock | Common Stocks | — | $169K | $194K | 0.4% | |
| CITIGROUP INC COM NEW Common stock | Common Stocks | — | $169K | $190K | 0.4% | |
| CAPITAL ONE FINL Common stock | Common Stocks | — | $168K | $185K | 0.4% | |
| CARLISLE COS INC Common stock | Common Stocks | — | $93K | $185K | 0.4% | |
| RPM INTERNATIONAL INC Common stock | Common Stocks | — | $144K | $179K | 0.4% | |
| SAFRAN SA Common stock | Common Stocks | — | $93K | $175K | 0.3% | |
| U.S. Treasury Bond 1.875%, due 2041 | U.S. Treasuries | — | $177K | $167K | 0.3% | |
| NOVO NORDISK A/S BR AND/ Common stock | Common Stocks | — | $93K | $163K | 0.3% | |
| LONDON STK EXCHANGE GROU Common stock | Common Stocks | — | $93K | $160K | 0.3% | |
| TAIWAN S MANUFCTRING ADR Common stock | Common Stocks | — | $55K | $152K | 0.3% | |
| U.S. Treasury Note 1.250%, due 2026 | U.S. Treasuries | — | $160K | $151K | 0.3% | |
| QUALCOMM INC Common stock | Common Stocks | — | $152K | $149K | 0.3% | |
| Federal Home Ln Mtg Corp 3.500%, due 2052 | Agency / Mortgage-Backed | — | $149K | $148K | 0.3% | |
| 3I GROUP PLC SHS Common stock | Common Stocks | — | $59K | $147K | 0.3% | |
| GODADDY INC SHS CL A Common stock | Common Stocks | — | $62K | $145K | 0.3% | |
| COCA COLA COM Common stock | Common Stocks | — | $150K | $144K | 0.3% | |
| U.S. Treasury Note 2.625%, due 2026 | U.S. Treasuries | — | $142K | $143K | 0.3% | |
| WALMART INC Common stock | Common Stocks | — | $130K | $142K | 0.3% | |
| SPOTIFY TECH S.A. REG Common stock | Common Stocks | — | $127K | $138K | 0.3% | |
| ALPHABET INC SHS CL A Common stock | Common Stocks | — | $93K | $136K | 0.3% | |
| U.S. Treasury Bond 2.500%, due 2046 | U.S. Treasuries | — | $150K | $136K | 0.3% |
