Faith Lorenz signed Computershare US Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Computershare US Services Inc.'s EIN is 20-2974794.
Download the official 2024 Form 5500 (PDF) for Computershare US Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Computershare US Services 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 | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC. | 36-3109431 | — | CONSULTANT | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $95.2M | 15.0% | |
| State Street Target Retirement 2035 Securities Lending Series Fund Class V | Other securities | — | — | $88.8M | 14.0% | |
| SS TRGT RET 2035 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $88.8M | 14.0% | |
| State Street Target Retirement 2030 Securities Lending Series Fund Class V | Other securities | — | — | $83.3M | 13.1% | |
| SS TRGT RET 2030 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $83.3M | 13.1% | |
| State Street Target Retirement 2040 Securities Lending Series Fund Class V | Other securities | — | — | $75.7M | 11.9% | |
| SS TRGT RET 2040 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $75.7M | 11.9% | |
| State Street Target Retirement 2025 Securities Lending Series Fund Class V | Other securities | — | — | $47.6M | 7.5% | |
| SS TRGT RET 2025 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $47.6M | 7.5% | |
| State Street Target Retirement 2045 Securities Lending Series Fund Class V | Other securities | — | — | $46.0M | 7.2% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $46.0M | 7.2% | |
| State Street Target Retirement 2050 Securities Lending Series Fund Class V | Other securities | — | — | $33.0M | 5.2% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $33.0M | 5.2% | |
| Managed Income Portfolio Class 2 | Other securities | — | — | $21.0M | 3.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $19.8M | 3.1% | |
| State Street Target Retirement 2055 Securities Lending Series Fund Class V | Other securities | — | — | $19.2M | 3.0% | |
| SS TRGT RET 2055 V SATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $19.2M | 3.0% | |
| State Street Target Retirement 2020 Securities Lending Series Fund Class V | Other securities | — | — | $18.0M | 2.8% | |
| SS TRGT RET 2020 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $18.0M | 2.8% | |
| Harding Loevner International Equity Fund Class AN | Other securities | — | — | $15.9M | 2.5% | |
| HRDG LVNR INTL EQ AN GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $15.9M | 2.5% | |
| State Street Target Retirement 2060 Securities Lending Series Fund Class V | Other securities | — | — | $13.5M | 2.1% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $13.5M | 2.1% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $12.7M | 2.0% | |
| Dodge & Cox Global Stock Fund | Mutual Funds | — | — | $12.4M | 2.0% | |
| Parnassus Core Equity Fund - Institutional Shares | Other securities | — | — | $10.6M | 1.7% | |
| Participant loans | Participant loans | — | — | $8.7M | 1.4% | |
| State Street Target Retirement Income Securities Lending Series Fund Class V | Other securities | — | — | $8.7M | 1.4% | |
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $8.7M | 1.4% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $6.3M | 1.0% | |
| State Street Target Retirement 2065 Securities Lending Series Fund Class V | Other securities | — | — | $5.8M | 0.9% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $5.8M | 0.9% | |
| Vanguard FTSE All-World ex-US Index Fund Institutional Shares | Common Collective Trusts | — | — | $5.1M | 0.8% | |
| Boston Trust SMID Cap Fund | Other securities | — | — | $5.1M | 0.8% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $2.6M | 0.4% | |
| Invesco Stable Value Trust Class B1 | Stable Value | — | — | $510K | <0.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $510K | <0.1% | |
| Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $280K | <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 |
|---|---|---|---|---|---|
| PRICEWATERHOUSEWATERS LLC | 13-4008324 | — | ACCOUNTANT/AUDITOR | $31K | — |
