Scott Fox signed IKEA North America Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IKEA North America Services, LLC's EIN is 23-3005722.
Download the official 2024 Form 5500 (PDF) for IKEA North America Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IKEA North America Services, LLC's plan includes 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 | $939K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $115K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $120.0M | 11.2% | |
| Fidelity Freedom Blend 2040 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $94.1M | 8.8% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $94.1M | 8.8% | |
| Class S * Fidelity Freedom Blend 2050 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $93.9M | 8.7% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $93.9M | 8.7% | |
| Class S * Fidelity Freedom Blend 2045 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $93.0M | 8.7% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $93.0M | 8.7% | |
| Class S * Fidelity Freedom Blend 2035 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $89.4M | 8.3% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $89.4M | 8.3% | |
| Class S * Fidelity Contrafund (K) Common Collective Trust | Common Collective Trusts | — | — | $84.8M | 7.9% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $84.8M | 7.9% | |
| Fidelity Freedom Blend 2055 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $82.0M | 7.6% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $82.0M | 7.6% | |
| Class S * Fidelity Freedom Blend 2030 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $78.3M | 7.3% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $78.3M | 7.3% | |
| Class S * Fidelity Freedom Blend 2025 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $47.2M | 4.4% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $47.2M | 4.4% | |
| Class S * Fidelity Freedom Blend 2060 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $43.0M | 4.0% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $43.0M | 4.0% | |
| Class S JP Morgan Large Cap Growth Fund Mutual Funds | Other securities | — | — | $28.8M | 2.7% | |
| T. Rowe Price Mid-Cap Growth Fun I Class Mutual Funds | Other securities | — | — | $21.5M | 2.0% | |
| Accounts * Participant Loans Participant loans due in | Participant loans | — | — | $21.1M | 2.0% | |
| Fidelity Investments Money Market Government Money Market | Mutual Funds | — | — | $21.0M | 2.0% | |
| Class S * Fidelity Freedom Blend 2020 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $17.1M | 1.6% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $17.1M | 1.6% | |
| American Funds Europacific Growth Fun R6 Mutual Funds | Mutual Funds | — | — | $15.1M | 1.4% | |
| Class S * Fidelity Freedom Blend 2065 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $13.9M | 1.3% | |
| FID FRDM BLND 2065 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $13.9M | 1.3% | |
| Macquarie Small Cap Core R6 Mutual Funds | Other securities | — | — | $13.3M | 1.2% | |
| MFS Mid Cap Value Fund Class R6 Mutual Funds | Mutual Funds | — | — | $12.8M | 1.2% | |
| Fidelity Total Bond K6 Fund Mutual Funds | Mutual Funds | — | — | $12.7M | 1.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $11.7M | 1.1% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Funds | Mutual Funds | — | — | $11.5M | 1.1% | |
| Portfolio Class I * Fidelity Brokerage Link Account Self-Directed Brokerage | Self-Directed Brokerage | — | — | $11.5M | 1.1% | |
| CL1) at fair value * Spartan Global Extended Market Index Fund Common Collective Trust | Common Collective Trusts | — | — | $8.2M | 0.8% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $8.2M | 0.8% | |
| Fidelity Freedom Blend 2015 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $6.8M | 0.6% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $6.8M | 0.6% | |
| Class S * Spartan Global EX US Index Pool Common Collective Trust | Common Collective Trusts | — | — | $5.2M | 0.5% | |
| SP GLB EXUS IDX CL C GEODE CAPITAL MANAGMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $5.2M | 0.5% | |
| Fidelity Freedom Blend Income Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $4.8M | 0.4% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $4.8M | 0.4% | |
| Fidelity U.S Bond Index Mutual Funds | Mutual Funds | — | — | $4.2M | 0.4% | |
| Class S * Fidelity Freedom Blend 2010 Commingled Pool Common Collective Trust | Common Collective Trusts | — | — | $3.0M | 0.3% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| FID FRDM BLND 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | ACCOUNTANT/AUDITOR | $60K | — |
