Anne Ambrose signed Imerys USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imerys USA Inc.'s EIN is 23-2617050.
Download the official 2024 Form 5500 (PDF) for Imerys USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imerys USA 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $264K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER US INC | 13-2834414 | — | NONE | $53K | — |
| WARREN AVERETT LLC | 45-4084437 |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDX SL SERIES II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $52.4M | 16.9% | |
| T. ROWE PRICE STRUCT RES CMM TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $38.3M | 12.4% | |
| State Street RUSSELL SMMID INDX II | Other securities | — | — | $32.9M | 10.6% | |
| SS RUSL SML MD CAP SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $32.9M | 10.6% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $30.3M | 9.8% | |
| T. Rowe Price QM US Small Cap Growth EQ I * Personal Choice Retirement Account Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $16.2M | 5.2% | |
| STATE ST TGTRET 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $15.4M | 5.0% | |
| STATE ST TGTRET 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $15.1M | 4.9% | |
| LOOMIS SAYLES CRE PLS FIX INC TR LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $13.7M | 4.4% | |
| STATE ST TGTRET 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $12.9M | 4.2% | |
| MFS INTERNATIONAL EQUITY FD 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $11.9M | 3.8% | |
| STATE ST TGTRET 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $11.8M | 3.8% | |
| STATE ST TGTRET 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $10.2M | 3.3% | |
| STATE ST TGTRET 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $9.9M | 3.2% | |
| WILLIAMBLAIR SMIDCAP CR CIT MD) GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 016 | Common Collective Trust | — | — | $8.0M | 2.6% | |
| STATE ST TGTRET 2055 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $7.8M | 2.5% | |
| STATE ST TGTRET 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $5.1M | 1.6% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $4.2M | 1.4% | |
| STATE ST TGTRET 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $3.1M | 1.0% | |
| STATE ST TGTRET INCOME SLCL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $3.1M | 1.0% | |
| State Street Glbl ACap Eq II | Other securities | — | — | $2.6M | 0.9% | |
| SSG ALL CAP EQ EX-UC IND SLSFCL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.6M | 0.9% | |
| State Street US BND INDX SL CL XIV | Other securities | — | — | $1.6M | 0.5% | |
| SS U.S. BOND IND SL SF CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.6M | 0.5% | |
| STATE ST TGTRET 2065 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $191K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $8K |
| — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $550 | — |
