Philip Kriser signed Atlas Copco North America LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlas Copco North America LLC's EIN is 20-5024915.
Download the official 2024 Form 5500 (PDF) for Atlas Copco North America LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlas Copco North America LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $639K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $143.5M | 12.8% | |
| FIDELITY BLUE CHIP GROWTH CLASS O FIDELITY INVESTMENTS · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $112.3M | 10.0% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $105.6M | 9.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $95.1M | 8.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $89.0M | 8.0% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $87.0M | 7.8% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 002 | Common Collective Trust | — | — | $86.2M | 7.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $69.0M | 6.2% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $44.5M | 4.0% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $44.0M | 3.9% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $25.6M | 2.3% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $23.1M | 2.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $23.0M | 2.1% | |
| Dodge & Cox Income X Mutual fund | Mutual Funds | — | — | $23.0M | 2.1% | |
| maturing at various dates, secured by participant account balance | Other securities | — | — | $21.5M | 1.9% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $20.7M | 1.8% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $19.2M | 1.7% | |
| MFS INTERNATIONAL EQUITY CIT CL 7CM MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $16.9M | 1.5% | |
| Self-Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $16.4M | 1.5% | |
| Dodge & Cox Stock X Mutual fund | Mutual Funds | — | — | $15.6M | 1.4% | |
| SMALL CAP VALUE I (MGD BY BNYM NEWT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 410 | Pooled Separate Account | — | — | $14.7M | 1.3% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.6% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $6.5M | 0.6% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.4M | 0.6% | |
| BNY MELLON WALTER SCOTT GLOBAL EQUI BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 337 | Common Collective Trust | — | — | $3.2M | 0.3% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $402K | <0.1% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NT COL S&P 500 IDX FD - DC - NL - 5 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT COL ACWI EX-US FUND - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST US BND INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | 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.
