LISA Wagner signed Santander Holdings USA, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Santander Holdings USA, Inc.'s EIN is 23-2453088.
Download the official 2025 Form 5500 (PDF) for Santander Holdings USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Santander Holdings USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $388K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| % of plan | |||
|---|---|---|---|
| STATE ST US TTL MKT INDX SL SF CL I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 036 | Common Collective Trust | $249.6M | 19.2% |
| T ROWE PRICE STABLE VALUE COMMON CL T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $131.9M | 10.1% |
| HARBOR CAPITAL APPRECIATION CIT 4 HARBOR CAPITAL APPRECIATION CIT · EIN 84-4022934 / PN 001 | Common Collective Trust | $105.5M | 8.1% |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 492 | Common Collective Trust | $77.3M | 5.9% |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 493 | Common Collective Trust | $72.5M | 5.6% |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 001 | Common Collective Trust | $72.0M | 5.5% |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 499 | Common Collective Trust | $70.0M | 5.4% |
| BLACKROCK RUSSELL 2500 ALPHA TILTS BLACKROCK, INC. · EIN 86-3745677 / PN 001 | Common Collective Trust | $63.0M | 4.8% |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 498 | Common Collective Trust | $57.2M | 4.4% |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 002 | Common Collective Trust | $54.0M | 4.2% |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 005 | Common Collective Trust | $39.0M | 3.0% |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | $35.0M | 2.7% |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 491 | Common Collective Trust | $21.6M | 1.7% |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | $20.7M | 1.6% |
| PRUDENTIAL CORE PLUS BOND 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | $18.4M | 1.4% |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 490 | Common Collective Trust | $16.9M | 1.3% |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 008 | Common Collective Trust | $14.9M | 1.1% |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK FUNDS · EIN 46-3525011 / PN 001 | Common Collective Trust | $11.6M | 0.9% |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 046 | Common Collective Trust | $1.1M | <0.1% |
| PIMCO DIVERSIFIED RA COLLVE TR SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 20230 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 22-1211670 / PN 008 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | <0.1% |
| SCWHAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | <0.1% |
| WILLIS TOWERS WATSON US LLC |
| — |
| PITTSBURGH, PA |
| NONE |
| $90K |
| — |
| HERBEIN & CO INC | 23-2415973 | — | NONE | $32K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $2K | — |
