Caruso, Inc.'s EIN is 31-0595848.
Download the official 2023 Form 5500 (PDF) for Caruso, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Caruso, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $7.2M | 98.2% | |
| JPMorgan Large Cap Growth Pooled separate account | Pooled Separate Accounts | — | — | $975K | 13.2% | |
| Securian AM Money Market Pooled separate account | Pooled Separate Accounts | — | — | $907K | 12.3% | |
| Vanguard LifeStrategy Growth Pooled separate account | Pooled Separate Accounts | — | — | $682K | 9.3% | |
| Vanguard LifeStrategy Moderate Growth Pooled separate account | Pooled Separate Accounts | — | — | $580K | 7.9% | |
| William Blair Large Cap Growth I Pooled separate account | Pooled Separate Accounts | — | — | $490K | 6.7% | |
| Dodge & Cox Stock Investor Pooled separate account | Pooled Separate Accounts | — | — | $407K | 5.5% | |
| MFS Mid Cap Value R3 Pooled separate account | Pooled Separate Accounts | — | — | $390K | 5.3% | |
| Fidelity Advisor Total Bond I Pooled separate account | Pooled Separate Accounts | — | — | $315K | 4.3% | |
| Loomis Sayles Investment Grade Bond Adm Pooled separate account | Pooled Separate Accounts | — | — | $292K | 4.0% | |
| Dodge & Cox International Stock Inv Pooled separate account | Pooled Separate Accounts | — | — | $290K | 3.9% | |
| Wellington Disciplined US Equities Pooled separate account | Pooled Separate Accounts | — | — | $276K | 3.7% | |
| T. Rowe Price Health Sciences Pooled separate account | Pooled Separate Accounts | — | — | $273K | 3.7% | |
| Columbia Global Technology Growth Pooled separate account | Pooled Separate Accounts | — | — | $259K | 3.5% | |
| Clearbridge International Growth Fund A Pooled separate account | Pooled Separate Accounts | — | — | $233K | 3.2% | |
| BNY Mellon Natural Resources I Pooled separate account | Pooled Separate Accounts | — | — | $194K | 2.6% | |
| Participant Notes Receivable Interest ranging from 5.75% to 11.00% - | Bonds / Notes | — | — | $141K | 1.9% | |
| Morgan Stanley Global Fixed Income Opps I Pooled separate account | Pooled Separate Accounts | — | — | $122K | 1.7% | |
| Hotchkis & Wiley High Yield I Pooled separate account | Pooled Separate Accounts | — | — | $100K | 1.4% | |
| Columbia Limited Duration Credit Adv Pooled separate account | Pooled Separate Accounts | — | — | $98K | 1.3% | |
| Janus Henderson Small Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $87K | 1.2% | |
| Vanguard LifeStrategy Conservative Growth Pooled separate account | Pooled Separate Accounts | — | — | $77K | 1.1% | |
| Impax Global Environmental Markets Institutional Pooled separate account | Pooled Separate Accounts | — | — | $61K | 0.8% | |
| Janus Henderson Balanced A Pooled separate account | Pooled Separate Accounts | — | — | $42K | 0.6% | |
| Cohen & Steers RE Securities A Pooled separate account | Pooled Separate Accounts | — | — | $41K | 0.6% | |
| Securian AM S&P 500 Index Pooled separate account | Pooled Separate Accounts | — | — | $40K | 0.5% | |
| Fidelity Emerging Markets Index Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
