Tricia Girolami signed Circana, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Circana, LLC's EIN is 36-2947987.
Download the official 2024 Form 5500 (PDF) for Circana, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circana, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature.
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 | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT | 36-4001764 | — | CONSULTANT | $76K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $136.5M | 15.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $131.9M | 14.8% | |
| JP Morgan US Equity R6 | Other securities | — | — | $119.7M | 13.4% | |
| American Funds Target Date 2040 R6 | Mutual Funds | — | — | $60.2M | 6.8% | |
| American Funds Target Date 2035 R6 | Mutual Funds | — | — | $60.1M | 6.7% | |
| American Funds Target Date 2045 R6 | Mutual Funds | — | — | $50.7M | 5.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $49.8M | 5.6% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $46.1M | 5.2% | |
| American Funds Target Date 2050 R6 | Mutual Funds | — | — | $42.0M | 4.7% | |
| American Funds Target Date 2055 R6 | Mutual Funds | — | — | $28.7M | 3.2% | |
| Morgan Stanley International Diversification R4 | Other securities | — | — | $22.9M | 2.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $21.1M | 2.4% | |
| Money market funds Vanguard Federal Money Market | Mutual Funds | — | — | $19.3M | 2.2% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | — | $18.5M | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $16.5M | 1.8% | |
| American Funds Target Date 2060 R6 | Mutual Funds | — | — | $15.4M | 1.7% | |
| Columbia Dividend Income Advisor | Other securities | — | — | $10.5M | 1.2% | |
| American Funds Target Date 2020 R6 | Mutual Funds | — | — | $7.9M | 0.9% | |
| TCW Group Met West Total Return Bond | Common Stocks | — | — | $7.8M | 0.9% | |
| Neuberger Berman Genesis R6 | Other securities | — | — | $6.6M | 0.7% | |
| American Funds Target Date 2065 R6 | Mutual Funds | — | — | $5.3M | 0.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $4.8M | 0.5% | |
| American Century Small Cap Value R6 | Mutual Funds | — | — | $2.9M | 0.3% |
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 |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT/AUDITOR | $57K | — |
| CUTRARA & COMPANY | 36-2887252 | — | ACCOUNTANT/AUDITOR | $34K | — |
