Bianca Harris signed Vantiva USA Shared Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantiva USA Shared Services, Inc.'s EIN is 35-1724835.
Download the official 2024 Form 5500 (PDF) for Vantiva USA Shared Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantiva USA Shared Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 INSTIT OPS CO | 04-2647786 | — | NONE | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $134K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $380.4M | 86.2% | |
| TARGET RETIREMENT 2035 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 402 | Common Collective Trust | — | — | $30.1M | 6.8% | |
| TARGET RETIREMENT 2030 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 401 | Common Collective Trust | — | — | $29.2M | 6.6% | |
| TARGET RETIREMENT 2040 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 403 | Common Collective Trust | — | — | $24.5M | 5.6% | |
| TARGET RETIREMENT 2025 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 400 | Common Collective Trust | — | — | $23.3M | 5.3% | |
| TARGET RETIREMENT 2045 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 404 | Common Collective Trust | — | — | $14.7M | 3.3% | |
| TARGET RETIREMENT 2050 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 405 | Common Collective Trust | — | — | $8.6M | 1.9% | |
| TARGET RETIREMENT 2020 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 399 | Common Collective Trust | — | — | $7.7M | 1.7% | |
| TARGET RETIREMENT 2055 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 406 | Common Collective Trust | — | — | $4.3M | 1.0% | |
| [Assets held in participant loans] | Other | — | — | $3.2M | 0.7% | |
| TARGET RETIREMENT INCOME K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| TARGET RETIREMENT 2060 K STATE STREET BANK & TRUST COMPANY · EIN 90-0025081 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| TARGET RETIREMENT 2065 K STATE STREET BANK & TRUST COMPANY · EIN 90-0025081 / PN 407 | Common Collective Trust | — | — | $216K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | NONE | $108K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $7K | — |
