Caterina Falcone signed Maersk Agency USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maersk Agency USA, Inc.'s EIN is 13-5159146.
Download the official 2024 Form 5500 (PDF) for Maersk Agency USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maersk Agency USA, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY CLIENT | $531K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | RETAINED BY CLIENT | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE LARGE CAP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $152.6M | 15.0% | |
| Vanguard Group Vanguard Total Stock Mkt Inst | Mutual Funds | — | — | $138.1M | 13.6% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $89.7M | 8.8% | |
| Eaton Vance Eaton Vance AtlCapSMID-Cap R6 | Other securities | — | — | $63.3M | 6.2% | |
| Vanguard Group Vanguard TR 2030 Trust II | Mutual Funds | — | — | $55.9M | 5.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 TRUST II · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $55.9M | 5.5% | |
| American Funds American EuroPacific Growth R6 | Mutual Funds | — | — | $54.1M | 5.3% | |
| Vanguard Group Vanguard TR 2035 Trust II | Mutual Funds | — | — | $52.3M | 5.1% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 TRUST II · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $52.3M | 5.1% | |
| HOTCHKIS & WILEY LARGE CAP VALUE CI GREAT GRAY TRUST COMPANY · EIN 38-4139839 / PN 615 | Common Collective Trust | — | — | $51.9M | 5.1% | |
| Vanguard Group Vanguard TR 2040 Trust II | Mutual Funds | — | — | $47.5M | 4.7% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 TRUST II · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $47.5M | 4.7% | |
| Vanguard Group Vanguard TR 2045 Trust II | Mutual Funds | — | — | $44.9M | 4.4% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 TRUST II · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $44.9M | 4.4% | |
| PIMCO Funds PIMCO Total Return Instl | Mutual Funds | — | — | $38.7M | 3.8% | |
| Vanguard Group Vanguard TR 2025 Trust II | Mutual Funds | — | — | $35.7M | 3.5% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2025 TRUST II · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $35.7M | 3.5% | |
| Vanguard Group Vanguard TR Income Tr II | Mutual Funds | — | — | $33.3M | 3.3% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT INCOME TRUST II · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $33.3M | 3.3% | |
| Vanguard Group Vanguard TR 2050 Tr II | Mutual Funds | — | — | $23.4M | 2.3% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2050 TRUST II · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.4M | 2.3% | |
| LOOMIS SAYLES SMALL CAP GROWTH LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 022 | Common Collective Trust | — | — | $20.3M | 2.0% | |
| Vanguard Group Vanguard TR 2055 Trust II | Mutual Funds | — | — | $19.0M | 1.9% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2055 TRUST II · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.0M | 1.9% | |
| Notes receivable from participants 2,032 plan participants had outstanding | Other securities | — | — | $17.9M | 1.8% | |
| Vanguard Group Vanguard Total Int Stk Inx Ins | Mutual Funds | — | — | $14.0M | 1.4% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | Mutual Funds | — | — | $12.6M | 1.2% | |
| VICTORY CAPITAL INTL COLLECTIVE INV GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 003 | Common Collective Trust | — | — | $12.3M | 1.2% | |
| Vanguard Group Vanguard Total Bond Index Inst | Mutual Funds | — | — | $10.1M | 1.0% | |
| Dimensional Funds Advisors DFA Emerging Markets Core Eq I | Mutual Funds | — | — | $8.8M | 0.9% | |
| Vanguard Group Vanguard TR 2060 Tr II | Mutual Funds | — | — | $8.4M | 0.8% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2060 TRUST II · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.4M | 0.8% | |
| Vanguard Group Vanguard TR 2020 Trust II | Mutual Funds | — | — | $4.1M | 0.4% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2020 TRUST II · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.4% | |
| Vanguard Group Vanguard TR 2065 Trust II | Mutual Funds | — | — | $2.9M | 0.3% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2065 TRUST II · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.3% | |
| JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $2.5M | 0.2% | |
| Vanguard Group Vanguard Target Ret 2070 Tr II | Mutual Funds | — | — | $291K | <0.1% | |
| VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2070 TRUST II · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $291K | <0.1% | |
| Date Plan Corrected outside VFCP Corrections in VFCP 2002-51 1/12/2024 $ 869 - 869 12/10/2024 31,668 - | Other securities | — | — | $32K | <0.1% |
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 |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 61-0736136 | — | RETAINED BY CLIENT | $112K | — |
