Suntory Global Spirits, Inc.'s EIN is 13-3295276.
Download the official 2024 Form 5500 (PDF) for Suntory Global Spirits, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Suntory Global Spirits, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | AUDITOR | $27K | — |
| DELOITTE TAX LLP | 86-1065772 |
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 | — | — | $82.3M | 13.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $69.5M | 11.0% | |
| BLACKROCK LIFEPATH 2045 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $67.2M | 10.6% | |
| BLACKROCK LIFEPATH 2035 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $56.7M | 9.0% | |
| BLACKROCK LIFEPATH 2050 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $49.9M | 7.9% | |
| BLACKROCK LIFEPATH 2055 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $48.6M | 7.7% | |
| BLACKROCK LIFEPATH 2040 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $41.4M | 6.6% | |
| BLACKROCK LIFEPATH RETIREMENT FUND BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $30.4M | 4.8% | |
| BLACKROCK LIFEPATH 2030 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $29.8M | 4.7% | |
| Hood River Small Cap Growth Fund | Mutual Funds | — | — | $21.2M | 3.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $20.1M | 3.2% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $19.3M | 3.1% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $17.3M | 2.7% | |
| BLACKROCK LIFEPATH 2060 FUND O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $15.2M | 2.4% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $14.3M | 2.3% | |
| GQG Partners International Equity CIT Class D | Common Collective Trusts | — | — | $12.3M | 2.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $10.0M | 1.6% | |
| VRS Partners Fund | Other securities | — | — | $9.1M | 1.4% | |
| Loans to participants - interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $5.6M | 0.9% | |
| Vanguard VMMR-Fed Money Market | Mutual Funds | — | — | $573K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $164K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX RET FUND L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | 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.
| — |
| NONE |
| $5K |
| — |
