Janet Kokenakes signed Melrose North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Melrose North America, Inc.'s EIN is 27-1799313.
Download the official 2024 Form 5500 (PDF) for Melrose North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Melrose North America, 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 | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund R6 # | Mutual Funds | — | — | $10.9M | 34.5% | |
| T.Rowe Price T. Rowe Price Equity Income # | Other securities | — | — | $3.4M | 10.8% | |
| Fidelity Investments Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $3.3M | 10.3% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.1M | 9.9% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund Class R6 # | Other securities | — | — | $2.1M | 6.6% | |
| PIMCO Funds PIMCO Total Return Fund # | Mutual Funds | — | — | $1.6M | 5.1% | |
| FIAM Trust Company Fidelity Freedom Blend 2025 Class S # | Mutual Funds | — | — | $1.1M | 3.6% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| American Funds American Funds New Perspective Fund # | Mutual Funds | — | — | $1.0M | 3.3% | |
| FIAM Trust Company Fidelity Freedom Blend 2030 Class S # | Mutual Funds | — | — | $1.0M | 3.3% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $1.0M | 3.3% | |
| FIAM Trust Company Fidelity Freedom Blend 2020 Class S # | Mutual Funds | — | — | $807K | 2.6% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $807K | 2.6% | |
| FIAM Trust Company Fidelity Freedom Blend 2015 Class S # | Mutual Funds | — | — | $566K | 1.8% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $566K | 1.8% | |
| FIAM Trust Company Fidelity Freedom Blend 2035 Class S # | Mutual Funds | — | — | $421K | 1.3% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $421K | 1.3% | |
| ClearBridge Investments ClearBridge Small Cap Growth Fund Class I # | Other securities | — | — | $399K | 1.3% | |
| Fidelity Management & Fidelity International Capital Research Company Appreciation K6 Fund # | Mutual Funds | — | — | $369K | 1.2% | |
| JPMorgan JP Morgan Mid Cap Value Fund Inst # | Other securities | — | — | $336K | 1.1% | |
| Allspring Funds Allspring Special Value Small Cap Value Fund Class R6 # | Other securities | — | — | $251K | 0.8% | |
| FIAM Trust Company Fidelity Freedom Blend 2050 Class S # | Mutual Funds | — | — | $206K | 0.6% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $206K | 0.6% | |
| Federated Funds Federated U.S. Treasury Cash Reserves Fund # | Cash / Money Market | — | — | $164K | 0.5% | |
| FIAM Trust Company Fidelity Freedom Blend 2045 Class S # | Mutual Funds | — | — | $112K | 0.4% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $112K | 0.4% | |
| FIAM Trust Company Fidelity Freedom Blend 2010 Class S # | Mutual Funds | — | — | $93K | 0.3% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $93K | 0.3% | |
| Fidelity Institutional Asset Management (“FIAM”) Trust Company Fidelity Freedom Blend Income Class S # | Mutual Funds | — | — | $72K | 0.2% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $72K | 0.2% | |
| FIAM Trust Company Fidelity Freedom Blend 2040 Class S # | Mutual Funds | — | — | $57K | 0.2% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $57K | 0.2% | |
| FIAM Trust Company Fidelity Freedom Blend 2055 Class S # | Mutual Funds | — | — | $44K | 0.1% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $44K | 0.1% | |
| Fidelity Investments Fidelity Extended Market Index Fund # | Common Collective Trusts | — | — | $19K | <0.1% | |
| Fidelity Investments Fidelity Total International Index Fund # | Common Collective Trusts | — | — | $17K | <0.1% | |
| FIAM Trust Company Fidelity Freedom Blend 2060 Class S # | Mutual Funds | — | — | $16K | <0.1% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $16K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund # | Common Collective Trusts | — | — | $15K | <0.1% | |
| 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.
