BRET Mercer signed ITT Industries Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ITT Industries Holdings, Inc.'s EIN is 34-1990908.
Download the official 2024 Form 5500 (PDF) for ITT Industries Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ITT Industries Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $356K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $254K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | — | — | $585.6M | 97.4% | |
| JPMCB US SMARTINDEX J.P. MORGAN CHASE BANK · EIN 13-3637896 / PN 001 | Common Collective Trust | — | — | $101.4M | 16.9% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $60.6M | 10.1% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $53.9M | 9.0% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $43.6M | 7.2% | |
| STABLE VALUE COMMON TRUST B T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $38.1M | 6.3% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $26.0M | 4.3% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $24.6M | 4.1% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $22.1M | 3.7% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $19.8M | 3.3% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $18.9M | 3.1% | |
| MID-CAP EQUITY FUND PRINCIPAL GLOBAL INVESTORS · EIN 45-5114041 / PN 004 | Common Collective Trust | — | — | $11.5M | 1.9% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $10.1M | 1.7% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $5.0M | 0.8% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $3.3M | 0.6% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $1.7M | 0.3% |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
| — |
| RALEIGH, NC |
| NONE |
| $103K |
| — |
| CROWE LLP | — | SOUTH BEND, IN | NONE | $49K | — |
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | NONE | $13K | — |
