WEI GU signed Hillenbrand, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hillenbrand, Inc.'s EIN is 26-1342272.
Download the official 2024 Form 5500 (PDF) for Hillenbrand, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hillenbrand, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, 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/PLAN ADMINIS | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $103K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $89.1M | 16.3% | |
| Fidelity Contrafund 3,536,198 | Mutual Funds | — | — | $74.4M | 13.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $48.7M | 8.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $47.2M | 8.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $36.0M | 6.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $27.5M | 5.0% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $26.3M | 4.8% | |
| SYNTHETIC GUARANTEED INVESTMENT CONTRACT * Prudential Core Conservative Intermediate Bond Fund 758,129 | Stable Value | — | — | $23.1M | 4.2% | |
| PRU CORE CONSERV INT BD FD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $23.1M | 4.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $22.1M | 4.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $20.4M | 3.7% | |
| REGISTERED INVESTMENT COMPANIES Baird Core Plus Bond Fund Institutional 1,928,082 | Other securities | — | — | $19.3M | 3.5% | |
| State Street Russell Small/Mid Cap Index Fund II 1,037,775 | Common Collective Trusts | — | — | $19.1M | 3.5% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $19.1M | 3.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $18.4M | 3.4% | |
| State Street Global All Cap Equity Ex-U.S. Index Fund II 1,189,489 | Common Collective Trusts | — | — | $16.6M | 3.1% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $16.6M | 3.1% | |
| WT SMALL CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $13.8M | 2.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.5M | 2.1% | |
| Harding Loevner International Equity Portfolio Fund I 313,748 | Other securities | — | — | $7.7M | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% - 9.50%, with maturities through December 2039 0 | Bonds / Notes | — | — | $5.6M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.8% | |
| RT GQG EM EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6258259 / PN 012 | Common Collective Trust | — | — | $3.2M | 0.6% | |
| Loomis Sayles Strategic Income Fund Y 270,037 | Other securities | — | — | $3.2M | 0.6% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $3.2M | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| COLLECTIVE TRUST FUNDS BlackRock Strategic Completion Non-Lendable Fund M 37,345 | Common Collective Trusts | — | — | $499K | <0.1% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $499K | <0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $290K | <0.1% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 148,947 | Mutual Funds | — | — | $149K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $148K | <0.1% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | 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.
