BRET Mercer signed ITT Industries Holdings, Inc.'s 2023 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 2023 Form 5500 (PDF) for ITT Industries Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ITT Industries Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $360K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $267K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| JPMCB US SMARTINDEX J.P. MORGAN CHASE BANK · EIN 13-3637896 / PN 001 | Common Collective Trust | — | — | $91.9M | 15.8% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $56.6M | 9.7% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $54.1M | 9.3% | |
| STABLE VALUE COMMON TRUST B T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $43.0M | 7.4% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $39.1M | 6.7% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $34.0M | 5.9% | |
| Vanguard Total Bond Market Index Instl | Mutual Funds | — | — | $28.7M | 4.9% | |
| Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $24.8M | 4.3% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $21.9M | 3.8% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $19.6M | 3.4% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $19.0M | 3.3% | |
| Vanguard Extended Market IDX Instl | Common Collective Trusts | — | — | $18.6M | 3.2% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $18.5M | 3.2% | |
| American Funds American Funds Europacific Growth - R6 | Mutual Funds | — | — | $17.9M | 3.1% | |
| ITT Common Stock ITT Common Stock | Common Stocks | — | — | $14.4M | 2.5% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $13.2M | 2.3% | |
| MID-CAP EQUITY FUND PRINCIPAL GLOBAL INVESTORS · EIN 45-5114041 / PN 004 | Common Collective Trust | — | — | $10.3M | 1.8% | |
| various dates through 2038 | Other securities | — | — | $10.1M | 1.7% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value I | Mutual Funds | — | — | $9.3M | 1.6% | |
| Loomis Sayles Loomis Sayles Small Cap Growth N | Other securities | — | — | $6.5M | 1.1% | |
| American Funds American Funds New Perspective - R6 | Mutual Funds | — | — | $5.8M | 1.0% | |
| Vanguard Short Term Inflation Protected Index | Mutual Funds | — | — | $5.1M | 0.9% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $4.2M | 0.7% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| Empower SDB Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $2.7M | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets I | Mutual Funds | — | — | $2.0M | 0.4% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $1.1M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PACIFIC RESOURCES BENEFITS ADVISORS | — | ATLANTA, GA | OTHER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | — | COLUMBUS, OH | AUDITOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 30-0282430 | — | NONE | $52K | — |
| BCHR US ACQUISITIONS INC DBA BUCK G | — | NEW YORK, NY | NONE | $15K | — |
