Neetika Chhillar signed Actega North America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Actega North America's EIN is 33-1123155.
Download the official 2024 Form 5500 (PDF) for Actega North America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Actega North America's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $39.4M | 98.0% | |
| BLACKROCK LIFEPATH INDEX 2035 O BLACKROCK · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $6.4M | 15.9% | |
| BLACKROCK LIFEPATH INDEX 2030 O BLACKROCK · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $4.0M | 10.0% | |
| HARBOR CAPITAL APPR CIT CL R HARBOR · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $3.6M | 8.9% | |
| BLACKROCK LIFEPATH INDEX 2045 O BLACKROCK · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $3.4M | 8.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $3.1M | 7.8% | |
| BLACKROCK LIFEPATH INDEX 2040 O BLACKROCK · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $2.8M | 6.9% | |
| RELIANCE TR/NY LIFE ANCHOR CL 0 NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| BLACKROCK LIFEPATH INDEX 2050 O BLACKROCK · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2055 O BLACKROCK · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $699K | 1.7% | |
| MFS MID CAP VAL CLASS CT MFS · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $404K | 1.0% | |
| BLACKROCK LIFEPATH INDEX 2060 O BLACKROCK · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $177K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 O BLACKROCK · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $146K | 0.4% | |
| STATE STREET REAL ASSET NL CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $96K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2025 O BLACKROCK · EIN 45-2849545 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCANNON, ROGERS, DRISCOLL & ASSOCI | 70-4867026 | — | AUDITOR | $8K | — |
