Robert Pierce signed Schindler Elevator Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schindler Elevator Corporation's EIN is 34-1270056.
Download the official 2024 Form 5500 (PDF) for Schindler Elevator Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schindler Elevator Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $165K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $105K | — |
| AON HEWITT | 36-3109431 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund A " | Mutual Funds | — | — | $118.1M | 22.4% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $118.1M | 22.4% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $71.0M | 13.5% | |
| State Street Target Retirement 2035 Fund " | Other securities | — | — | $30.7M | 5.8% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $30.7M | 5.8% | |
| State Street Target Retirement 2040 Fund " | Other securities | — | — | $29.9M | 5.7% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $29.9M | 5.7% | |
| State Street Target Retirement 2030 Fund " | Other securities | — | — | $28.3M | 5.4% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $28.3M | 5.4% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $28.2M | 5.3% | |
| DFA U.S. Targeted Value Portfolio Fund " | Mutual Funds | — | — | $25.9M | 4.9% | |
| State Street Target Retirement 2045 Fund " | Other securities | — | — | $25.9M | 4.9% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $25.9M | 4.9% | |
| State Street Target Retirement 2055 Fund " | Other securities | — | — | $24.8M | 4.7% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $24.8M | 4.7% | |
| Fidelity Managed Income Portfolio II Fund " | Mutual Funds | — | — | $24.6M | 4.7% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $24.6M | 4.7% | |
| WB SMID GROWTH A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $16.1M | 3.0% | |
| State Street Target Retirement 2025 Fund " | Other securities | — | — | $15.7M | 3.0% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $15.7M | 3.0% | |
| RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $13.4M | 2.5% | |
| ARISTOTLE VALUE EQ SEI TRUST COMPANY · EIN 81-3393503 / PN 002 | Common Collective Trust | — | — | $13.2M | 2.5% | |
| State Street Target Retirement 2060 Fund " | Other securities | — | — | $12.0M | 2.3% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $12.0M | 2.3% | |
| Baird Core Plus Bond Fund Institutional Mutual fund | Other securities | — | — | $10.2M | 1.9% | |
| State Street Global All Cap Equity ex-U.S. Index " | Other securities | — | — | $8.2M | 1.6% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $8.2M | 1.6% | |
| State Street Small/Mid Cap Equity Index Fund " | Common Collective Trusts | — | — | $7.6M | 1.4% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $7.6M | 1.4% | |
| State Street Target Retirement 2020 Fund " | Other securities | — | — | $6.6M | 1.2% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $6.6M | 1.2% | |
| State Street U.S. Bond Index Fund " | Common Collective Trusts | — | — | $5.8M | 1.1% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $5.8M | 1.1% | |
| State Street Target Retirement Fund " | Other securities | — | — | $3.1M | 0.6% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $3.1M | 0.6% | |
| State Street Target Retirement 2065 Fund " | Other securities | — | — | $2.7M | 0.5% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| PIMCO Inflation Response Multi-Asset Institutional " | Mutual Funds | — | — | $375K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $44K |
| — |
