Monique Pellant signed Birla Carbon USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birla Carbon USA's EIN is 13-3230278.
Download the official 2024 Form 5500 (PDF) for Birla Carbon USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Birla Carbon USA'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 | $4K | — |
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 | Common Collective Trusts | — | — | $14.1M | 25.4% | |
| iShares U.S. Aggregate Bond Fund | Other securities | — | — | $6.2M | 11.2% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $5.2M | 9.4% | |
| iShares MCSI EAFE International Fund | Other securities | — | — | $4.6M | 8.3% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $3.5M | 6.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $3.4M | 6.2% | |
| Massachusetts Investors Growth Stock MFS Fund Class A | Mutual Funds | — | — | $3.3M | 6.0% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $2.4M | 4.4% | |
| Lord Abbett Total Return Fund A | Mutual Funds | — | — | $2.2M | 3.9% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $1.9M | 3.3% | |
| First Eagle Global Fund | Other securities | — | — | $1.8M | 3.2% | |
| Columbia Small Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 2.7% | |
| with maturity dates through 2028 | Other securities | — | — | $1.3M | 2.4% | |
| LOAN FUND LOANS | Other securities | — | $1.3M | $1.3M | 2.3% | |
| Blackrock Mid-Cap Growth A | Other securities | — | — | $1.2M | 2.1% | |
| Victory Capital Sycamore Establishment Value Fund A | Other securities | — | — | $994K | 1.8% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $967K | 1.7% | |
| Macquarie Small Cap Value Institutional | Other securities | — | — | $698K | 1.3% | |
| Transamerica Institutional Equity Fund | Other securities | — | — | $260K | 0.5% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $143K | $143K | 0.3% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
