Sean Farrell signed Carel USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carel USA, LLC's EIN is 23-2786822.
Download the official 2024 Form 5500 (PDF) for Carel USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carel USA, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.3M | 94.3% | |
| Vangrd Trgt Retire 2040 Fd 37,209.274 units | Other securities | — | — | $1.0M | 11.8% | |
| Vangrd Trgt Retire 2030 Fd 39,372.671 units | Other securities | — | — | $962K | 10.9% | |
| JPMorgan LgCp Grw Fnd R6 12,278.821 units | Other securities | — | — | $909K | 10.3% | |
| Vangrd Trgt Retire 2035 Fd 29,191.898 units | Other securities | — | — | $767K | 8.7% | |
| Vangrd Trgt Retire 2025 Fd 27,369.750 units | Other securities | — | — | $620K | 7.0% | |
| Vangrd Trgt Retire 2050 Fd 17,064.719 units | Other securities | — | — | $508K | 5.7% | |
| Voya Retirement Insurance and Annuity Company General Account * Voya Fixed Account N/A | Common Stocks | — | — | $432K | 4.9% | |
| Vangrd Trgt Retire 2055 Fd 12,445.042 units | Other securities | — | — | $370K | 4.2% | |
| Vangrd Equity Income Fund Adm 9,675.240 units | Other securities | — | — | $359K | 4.1% | |
| MFS Intl Diversification Fd R6 27,101.523 units | Mutual Funds | — | — | $355K | 4.0% | |
| Vangrd Trgt Retire 2060 Fd 11,256.530 units | Other securities | — | — | $339K | 3.8% | |
| Vangrd Em Mkts Stk Ind Fd Adm 20,169.079 units | Other securities | — | — | $255K | 2.9% | |
| JPMorgan US Equity Fund R6 4,521.786 units | Other securities | — | — | $243K | 2.7% | |
| Voya Intermediate Bond Fund R6 17,487.364 units | Other securities | — | — | $215K | 2.4% | |
| Fidelity 500 Index Fund 9,055.698 units | Common Collective Trusts | — | — | $209K | 2.4% | |
| Vangrd Trgt Retire 2045 Fd 7,018.224 units | Other securities | — | — | $206K | 2.3% | |
| PGIM High Yield Fund R6 9,292.200 units | Other securities | — | — | $147K | 1.7% | |
| Vangrd Small-Cap Index Fnd Adm 5,384.205 units | Other securities | — | — | $132K | 1.5% | |
| Mid Cap Growth Fund R1 7,425.992 units | Other securities | — | — | $112K | 1.3% | |
| VY TRwPr Cap Apprec Port R6 1,672.493 units | Other securities | — | — | $108K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Pooled Separate Accounts * American Funds Nw Prspctv R6 2,589.087 units | Pooled Separate Accounts | — | — | $101K | 1.1% | |
| Vangrd Mid-Cap Index Fund Adm 3,785.654 units | Common Collective Trusts | — | — | $99K | 1.1% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm 3,025.618 units | Other securities | — | — | $89K | 1.0% | |
| Vangrd Trgt Retire 2020 Fd 2,658.164 units | Other securities | — | — | $55K | 0.6% | |
| Cohen&Steers Real Est S Fd Z 2,275.655 units | Other securities | — | — | $40K | 0.5% | |
| Notes Receivable from Participants * Various Participants Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $32K | 0.4% | |
| Vangrd Trgt Retire 2065 Fd 1,627.207 units | Other securities | — | — | $30K | 0.3% | |
| Labor regulations. Lost earnings on late deposits were remitted to the Plan in 2024. During 2024, the Plan Sponsor failed to remit to the Plan's custodian certain employee contributions totaling $27,303 in a timely manner, as prescribed by the United States Department of Labor | Other securities | — | — | $27K | 0.3% | |
| Lord Abbett Bd Debenture Fd R6 1,576.125 units | Mutual Funds | — | — | $24K | 0.3% | |
| PGIM Global Total Return Fd R6 2,073.604 units | Other securities | — | — | $22K | 0.2% | |
| PTE 2002-51 Participant Loan Contributions Not Payments are Corrected Outside of Pending Correction in Corrected included VFCP $ | Participant loans | — | $27K | $18K | 0.2% | |
| During 2023, the Plan Sponsor failed to remit to the Plan's custodian certain employee contributions totaling $17,845, respectively, in a timely manner, as prescribed by the United States Department of | Other securities | — | — | $18K | 0.2% | |
| Franklin Sm Cap Value Fnd R6 534.214 units | Mutual Funds | — | — | $12K | 0.1% | |
| Vangrd Trgt Retire 2070 Fd 262.574 units | Other securities | — | — | $7K | <0.1% | |
| Small Cap Growth Fund R1 295.564 units | Other securities | — | — | $3K | <0.1% |
