Catrina Barrera signed Essendant's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essendant's EIN is 36-2431718.
Download the official 2024 Form 5500 (PDF) for Essendant from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essendant's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 36-3109431 | — | CONSULTANT | $38K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $158.5M | 38.4% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $30.6M | 7.4% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $27.8M | 6.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $27.3M | 6.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $24.1M | 5.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $21.5M | 5.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $21.3M | 5.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $18.0M | 4.4% | |
| Fidelity Management Trust Company FIMM GOVT INST | Mutual Funds | — | — | $17.5M | 4.2% | |
| American Funds EuroPacific Growth Fund, Class R6 | Mutual Funds | — | — | $11.0M | 2.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.4% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $8.9M | 2.2% | |
| Fund * Fidelity Management Trust Company Managed Income Portfolio CL 2 | Common Collective Trusts | — | — | $8.1M | 2.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.1M | 2.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.6M | 1.8% | |
| Participant loans (interest rates ranging * Participants from 3.25% to 10.5% maturing through June 2031) | Bonds / Notes | — | — | $4.8M | 1.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.8% | |
| Nuveen Real Estate I Fund | Mutual Funds | — | — | $2.9M | 0.7% | |
| s * Fidelity Management Trust Company FID US BOND IDX | Mutual Funds | — | — | $2.5M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $179K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEDDER PRICE PC | 36-3254526 | — | ATTORNEY/LEGAL | $30K | — |
