Jackie McNeil signed Deutsche Bank Americas Holding Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deutsche Bank Americas Holding Corp.'s EIN is 13-3645372.
Download the official 2024 Form 5500 (PDF) for Deutsche Bank Americas Holding Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deutsche Bank Americas Holding Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $915K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.4B | 75.5% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $1.2B | 27.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $562.6M | 12.6% | |
| SS RSL LGCPGR IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-6897328 / PN 001 | Common Collective Trust | — | — | $259.2M | 5.8% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $197.4M | 4.4% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $189.1M | 4.2% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $176.4M | 3.9% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $169.3M | 3.8% | |
| SS RSL LGCPVL IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $158.9M | 3.5% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $158.4M | 3.5% | |
| WFLD MID CAP GR EQ C COMERICA BANK & TRUST · EIN 82-6649344 / PN 001 | Common Collective Trust | — | — | $114.7M | 2.6% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $108.6M | 2.4% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $107.0M | 2.4% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $98.4M | 2.2% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $89.3M | 2.0% | |
| BTC TOTAL RETURN J BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2705906 / PN 001 | Common Collective Trust | — | — | $87.5M | 2.0% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $66.4M | 1.5% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $62.2M | 1.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $40.4M | 0.9% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $36.2M | 0.8% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $34.2M | 0.8% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $29.4M | 0.7% | |
| [Assets held in participant loans] | Other | — | — | $23.9M | 0.5% | |
| WB INTL LDRS A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 002 | Common Collective Trust | — | — | $20.7M | 0.5% |
| — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | INVESTMENT ADVISOR | $623K | — |
| AON CONSULTING, INC. | 22-2232264 | — | CONSULTANT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG U.S. LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $108K | — |
| WALLACH & ASSOCIATES | 22-3348744 | — | ACCOUNTANT/AUDITOR | $10K | — |
