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Original filing (PDF)20251010080824NAL0004060675001
COMPUTERSHARE US SERVICES INC.
Form 5500
FILING_RECEIVED
COMPUTERSHARE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
4,479
Accounts w/ balance
6,410
Plan assets (EOY)
$634.8M
Net assets (EOY)
$634.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTERSHARE US SERVICES INC..
Plan sponsor
Name
COMPUTERSHARE US SERVICES INC.
EIN
20-2974794
Address
150 ROYALL ST · CANTON, MA · 020211031
Phone
(781) 575-2000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $213K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC. | 36-3109431 | — | CONSULTANT | $63K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSEWATERS LLC | 13-4008324 | — | ACCOUNTANT/AUDITOR | $31K | — |
Investments
23 direct securities · 15 pooled funds· $1.1B(100% of reported assets)
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.
Uncategorized
$623.4M
23 holdings
Common Collective Trust
$488.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares | — | — | — | $95.2M | 15.0% | |
| State Street Target Retirement 2035 Securities Lending Series Fund Class V | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $12.4M | 2.0% | |
| Parnassus Core Equity Fund - Institutional Shares | — | — | — | $10.6M | 1.7% | |
| Participant loans | — | — | — | $8.7M | 1.4% | |
| State Street Target Retirement Income Securities Lending Series Fund Class V | — | — | — | $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 | — | — | — | $6.3M | 1.0% | |
| State Street Target Retirement 2065 Securities Lending Series Fund Class V | — | — | — | $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 | — | — | — | $5.1M | 0.8% | |
| Boston Trust SMID Cap Fund | — | — | — | $5.1M | 0.8% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $2.6M | 0.4% | |
| Invesco Stable Value Trust Class B1 | — | — | — | $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 | — | — | — | $280K | <0.1% |
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