Christine TETO-Lamothe signed Belimo Aircontrols (USA), Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Belimo Aircontrols (USA), Inc.'s EIN is 22-2879066.
Download the official 2024 Form 5500 (PDF) for Belimo Aircontrols (USA), Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belimo Aircontrols (USA), 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $44K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $10.2M | 12.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $8.2M | 10.1% | |
| Group Annuity Contract - * Empower Annuity Insurance Company EI Fixed Account - Series Class II | Common Stocks | — | — | $4.7M | 5.9% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $4.1M | 5.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $3.8M | 4.7% | |
| Nuveen Lifecycle Index Ret Inc R6 | Mutual Funds | — | — | $3.7M | 4.6% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $3.4M | 4.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $3.3M | 4.1% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $2.9M | 3.6% | |
| PIMCO StockPLUS Absolute Return Instl | Mutual Funds | — | — | $2.7M | 3.3% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $2.7M | 3.3% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $2.4M | 2.9% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $2.1M | 2.6% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $2.1M | 2.6% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $2.1M | 2.5% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $2.0M | 2.5% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $2.0M | 2.4% | |
| Ishares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $1.8M | 2.2% | |
| JPMorgan JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $1.8M | 2.2% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $1.6M | 2.0% | |
| T. Rowe Price T. Rowe Price Small Cap Stock Fund | Other securities | — | — | $1.6M | 2.0% | |
| Metropolitan West Funds TCW MetWest Total Return Bd I | Other securities | — | — | $1.6M | 2.0% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $1.6M | 2.0% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.4M | 1.7% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $1.4M | 1.7% | |
| Oakmark International Institutional | Other securities | — | — | $1.3M | 1.6% | |
| Notes Receivable from Participants Various interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $1.3M | 1.6% | |
| Columbia Small Cap Index Inst 2 | Other securities | — | — | $1.0M | 1.3% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $798K | 1.0% | |
| Columbia Mid Cap Index Instl 2 | Other securities | — | — | $755K | 0.9% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $601K | 0.7% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $86K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $70K |
| — |
