Adrienne Wells signed Spirax Sarco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spirax Sarco, Inc.'s EIN is 23-2239452.
Download the official 2024 Form 5500 (PDF) for Spirax Sarco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spirax Sarco, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $110K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $21.2M | 14.0% | |
| TRP GROWTH STOCK E T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $16.2M | 10.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $12.0M | 8.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $8.5M | 5.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $8.3M | 5.5% | |
| Galliard Capital Management Stable Return Fund E | Other securities | — | — | $8.3M | 5.5% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $8.3M | 5.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $8.2M | 5.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $7.8M | 5.2% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $7.7M | 5.1% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5.3M | 3.5% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $4.1M | 2.7% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | — | $4.0M | 2.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $3.6M | 2.4% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $3.6M | 2.4% | |
| and Money Market Funds T. Rowe Price QM US SMCP Growth I | Mutual Funds | — | — | $3.4M | 2.3% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.1M | 2.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.4M | 1.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.0M | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| Participant Loans Interest rates ranging from 4.25% to 10.50% - | Bonds / Notes | — | — | $1.8M | 1.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.8M | 1.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $1.7M | 1.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.7M | 1.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.1M | 0.7% | |
| Vanguard Target Retirement 2070 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | ACTUARY | $60K | — |
