Karen Hansen signed Schneider Electric USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schneider Electric USA, Inc.'s EIN is 36-2440683.
Download the official 2024 Form 5500 (PDF) for Schneider Electric USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schneider Electric USA, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $54K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $10.1M | 14.0% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $7.8M | 10.8% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $7.0M | 9.6% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $6.4M | 8.9% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $5.8M | 8.0% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $5.3M | 7.4% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $4.4M | 6.0% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $3.0M | 4.1% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $2.9M | 4.0% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $2.6M | 3.6% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.25% $0 | Bonds / Notes | — | — | $2.5M | 3.5% | |
| Trust Company Lending Series Fund - Class IV State Street Global Advisors State Street World Developed ex US Index N/R | Common Stocks | — | — | $2.2M | 3.1% | |
| STT STRT WORLD DEV EX US IDX SL SF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 034 | Common Collective Trust | — | — | $2.2M | 3.1% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $2.2M | 3.0% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $1.9M | 2.7% | |
| Trust Company Lending Series Fund - Class II State Street Global Advisors State Street US Bond Index Securities Lending N/R | Common Stocks | — | — | $1.6M | 2.2% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| VANGUARD RETIREMENT SAVINGS TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| AON DIVERSIFIED GROWTH CL I AON HEWITT · EIN 37-6543784 / PN 009 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| AON INFLATION STRATEGY I AON HEWITT · EIN 37-6543784 / PN 011 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| State Street Global Advisors State Street Emerging Markets Index Securities N/R | Other securities | — | — | $873K | 1.2% | |
| STATE ST EMG MKTS INDX SL SF CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $873K | 1.2% | |
| AON INCOME STRATEGY I AON HEWITT · EIN 37-6543784 / PN 010 | Common Collective Trust | — | — | $832K | 1.1% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $393K | 0.5% | |
| The Vanguard Group Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $305K | 0.4% | |
| AON INDEX 2025 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 027 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX RETIREMENT INCOME FUND CL AON HEWITT · EIN 37-6543784 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2060 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 035 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2055 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 033 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2050 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 032 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2045 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2040 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2035 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2030 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 028 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2020 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INDEX 2015 RETIREMENT SOLUTION AON HEWITT · EIN 37-6543784 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
