LISA Bennett signed Schluter Systems L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schluter Systems L.P.'s EIN is 14-1772376.
Download the official 2024 Form 5500 (PDF) for Schluter Systems L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schluter Systems L.P.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES | 16-1503696 | — | N/A | $173K | — |
| LPL FINANCIAL | 04-3046611 | — | N/A | $129K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AB US LG CAP GROWTH CIT P2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $8.6M | 12.3% | |
| BLACKROCK LIFEPATH INDX 2045 K Mutual fund | Mutual Funds | — | — | $6.2M | 8.8% | |
| GOLDMAN SACHS STABLE VALUE COL TR GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5.4M | 7.7% | |
| BLACKROCK LIFEPATH INDX 2035 K Mutual fund | Other securities | — | — | $5.3M | 7.6% | |
| BLACKROCK LIFEPATH INDX 2030 K Mutual fund | Other securities | — | — | $5.1M | 7.3% | |
| BLACKROCK LIFEPATH INDX 2040 K Mutual fund | Other securities | — | — | $5.1M | 7.3% | |
| BLACKROCK LIFEPATH INDEX RET K Mutual fund | Other securities | — | — | $4.1M | 5.9% | |
| BLACKROCK LIFEPATH INDX 2055 K Mutual fund | Other securities | — | — | $4.1M | 5.9% | |
| BLACKROCK LIFEPATH INDX 2050 K Mutual fund | Other securities | — | — | $4.0M | 5.8% | |
| BLACKROCK LIFEPATH INDX 2060 K Mutual fund | Other securities | — | — | $2.9M | 4.2% | |
| PRINCIPAL DIVERS INT'L INST'L Mutual fund | Other securities | — | — | $2.9M | 4.1% | |
| ISHARES S&P 500 INDEX K Mutual fund | Common Collective Trusts | — | — | $2.8M | 4.0% | |
| AMERICAN FUNDS AM BALANCD R6 Mutual fund | Mutual Funds | — | — | $2.1M | 3.0% | |
| VANGUARD EQUITY INCOME ADMIRAL Mutual fund | Mutual Funds | — | — | $2.0M | 2.9% | |
| Participant loans Maturities from 2025 through 2047 Interest rates between 3.25% - 8.5% | Bonds / Notes | — | — | $2.0M | 2.9% | |
| BLACKROCK LIFEPATH INDX 2065 K Mutual fund | Other securities | — | — | $1.0M | 1.5% | |
| MACQUARIE MID CAP GROWTH I Mutual fund | Other securities | — | — | $753K | 1.1% | |
| AMERICAN FUNDS EUROPACIFIC R6 Mutual fund | Mutual Funds | — | — | $752K | 1.1% | |
| DODGE & COX INCOME X Mutual fund | Mutual Funds | — | — | $679K | 1.0% | |
| PIMCO RAE FUND'TL US SM Mutual fund | Mutual Funds | — | — | $600K | 0.9% | |
| DELAWARE IVY MID CAP GROWTH I Mutual fund | Other securities | — | — | $450K | 0.6% | |
| COLUMBIA HIGH YIELD BOND ADV Mutual fund | Other securities | — | — | $374K | 0.5% | |
| NB SMALL CAP GROWTH TR FNDS WILIMINTON TRUST, N.A. · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $329K | 0.5% | |
| VICTORY SYCAMORE EST VAL R6 Mutual fund | Other securities | — | — | $306K | 0.4% | |
| GUGGENHEIM MACRO OPPORTUN I Mutual fund | Other securities | — | — | $192K | 0.3% | |
| DFA REAL ESTATE SECURITIES I Mutual fund | Mutual Funds | — | — | $136K | 0.2% | |
| ISHARES RUSSELL MD-CAP INDEX K Mutual fund | Other securities | — | — | $73K | 0.1% | |
| PGIM GLBL TOTAL RETURN Z Mutual fund | Other securities | — | — | $61K | <0.1% | |
| ISHARES RUSSELL 2000 SC IDX K Mutual fund | Common Collective Trusts | — | — | $50K | <0.1% | |
| ISHARES MSCI TTL INTL INDEX K Mutual fund | Other securities | — | — | $9K | <0.1% | |
| ISHARES US AGGR BOND INDEX K Mutual fund | Other securities | — | — | $6K | <0.1% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK SMALL CAP EQUITY FND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CIF R2 WESTERN ASSET MANAGEMENT COMPANY · EIN 95-2705767 / PN 113 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MID CAP EQUITY INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MSCI ACWI EX-US INDX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK US AGG BD INDX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | 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.
