IKEA Purchasing Services (US), Inc.'s EIN is 23-2486935.
Download the official 2024 Form 5500 (PDF) for IKEA Purchasing Services (US), Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IKEA Purchasing Services (US), Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
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 Investments 500 Index N/R | Common Collective Trusts | — | — | $7.0M | 16.8% | |
| Fidelity Investments Contrafund K6 N/R | Mutual Funds | — | — | $4.6M | 11.0% | |
| T. Rowe Price Trp Retire 2040 K N/R | Other securities | — | — | $4.0M | 9.5% | |
| T. Rowe Price Trp Retire 2055 K N/R | Other securities | — | — | $2.9M | 7.0% | |
| T. Rowe Price Trp Retire 2035 K N/R | Other securities | — | — | $2.7M | 6.4% | |
| T. Rowe Price Trp Retire 2045 K N/R | Other securities | — | — | $2.6M | 6.3% | |
| T. Rowe Price Trp Retire 2030 K N/R | Other securities | — | — | $2.6M | 6.2% | |
| J.P. Morgan Lg Cp Grth R6 N/R | Other securities | — | — | $2.4M | 5.8% | |
| T. Rowe Price Trp Retire 2050 K N/R | Other securities | — | — | $1.9M | 4.5% | |
| T. Rowe Price Institutional Mid Cap Equity Growth N/R | Other securities | — | — | $1.4M | 3.2% | |
| T. Rowe Price Trp Retire 2060 K N/R | Other securities | — | — | $1.2M | 3.0% | |
| Vanguard Equity Inc Adm N/R | Mutual Funds | — | — | $1.2M | 2.9% | |
| T. Rowe Price Trp Retire 2020 K N/R | Other securities | — | — | $1.2M | 2.8% | |
| Great Gray Europac Growth CT N/R | Other securities | — | — | $806K | 1.9% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $694K | 1.7% | |
| Fidelity Investments Ext Mkt Idx N/R | Common Collective Trusts | — | — | $575K | 1.4% | |
| PGIM Total Rtn Bd R6 N/R | Other securities | — | — | $492K | 1.2% | |
| MFS Mid Cap Value CT N/R | Mutual Funds | — | — | $455K | 1.1% | |
| T. Rowe Price Trp Retire 2025 K N/R | Other securities | — | — | $452K | 1.1% | |
| T. Rowe Price Trp Retire 2015 K N/R | Other securities | — | — | $432K | 1.0% | |
| ABF Sm Cal Val Inv N/R | Mutual Funds | — | — | $334K | 0.8% | |
| Vanguard Tot Bd Mkt Adm N/R | Mutual Funds | — | — | $316K | 0.8% | |
| Vanguard Tot Instl Stk Ad N/R | Mutual Funds | — | — | $266K | 0.6% | |
| Loomis Sm Cp Grth Is N/R | Other securities | — | — | $257K | 0.6% | |
| Fidelity Investments Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $244K | 0.6% | |
| Money Market Fund * Fidelity Investments Fid Govt Mmkt K6 N/R | Mutual Funds | — | — | $206K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $196K | 0.5% | |
| T. Rowe Price Trp Retire 2065 K N/R | Other securities | — | — | $155K | 0.4% | |
| T. Rowe Price Trp Retire 2005 K N/R | Other securities | — | — | $138K | 0.3% | |
| T. Rowe Price Trp Retire 2010 K N/R | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
