Kelly Grieve signed Stericycle, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stericycle, Inc.'s EIN is 36-3640402.
Download the official 2024 Form 5500 (PDF) for Stericycle, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stericycle, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $566K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | INVESTMENT ADVISOR | $168K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $66.7M | 16.0% | |
| SS TRGT RET 2030 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $66.7M | 16.0% | |
| State Street Target Retirement 2035 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $59.9M | 14.3% | |
| SS TRGT RET 2035 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $59.9M | 14.3% | |
| State Street Target Retirement 2045 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $49.6M | 11.9% | |
| SS TRGT RET 2045 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $49.6M | 11.9% | |
| State Street Target Retirement 2040 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $48.0M | 11.5% | |
| SS TRGT RET 2040 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $48.0M | 11.5% | |
| State Street Target Retirement 2025 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $42.1M | 10.1% | |
| SS TRGT RET 2025 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $42.1M | 10.1% | |
| State Street Target Retirement 2050 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $31.9M | 7.6% | |
| SS TRGT RET 2050 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $31.9M | 7.6% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $21.2M | 5.1% | |
| State Street Target Retirement 2055 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $21.0M | 5.0% | |
| SS TRGT RET 2055 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $21.0M | 5.0% | |
| Goldman Sachs Stable Value Collective Trust Institutional Series Class 1 Collective Trust Fund - | Stable Value | — | — | $10.0M | 2.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $10.0M | 2.4% | |
| State Street Target Retirement 2020 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $9.8M | 2.3% | |
| SS TRGT RET 2020 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $9.8M | 2.3% | |
| State Street Target Retirement 2060 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $9.2M | 2.2% | |
| SS TRGT RET 2060 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $9.2M | 2.2% | |
| State Street Global All Cap Equity ex-U.S. Index Non-Lending Series Fund Class K Collective Trust Fund - | Common Collective Trusts | — | — | $4.6M | 1.1% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $4.6M | 1.1% | |
| PRU CORE PL BD CL 6 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | — | — | $3.4M | 0.8% | |
| State Street Russell Small/Mid Cap Index Non-Lending Series Fund Class K Collective Trust Fund - | Common Collective Trusts | — | — | $3.0M | 0.7% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| State Street Target Retirement Income Non-Lending Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $2.4M | 0.6% | |
| SS TRGT RET INCOME P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Boston Partners Large Cap Value Equity Fund Class D Collective Trust Fund - | Common Collective Trusts | — | — | $2.3M | 0.6% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| RT GQG US EQUITY C RELIANCE TRUST COMPANY · EIN 82-6781933 / PN 026 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| State Street Target Retirement 2065 Non-Lending Series Fund Class P Collective Trust Fund - | Common Collective Trusts | — | — | $2.0M | 0.5% | |
| SS TRGT RET 2065 P STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| RT GQG INTL EQ CIT C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| VICT SM MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $931K | 0.2% | |
| Fidelity BrokerageLink Unit Participation-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $817K | 0.2% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $692K | 0.2% | |
| Fidelity Government Money Market Fund K6 Money Market Fund - | Mutual Funds | — | — | $273K | <0.1% | |
| Fidelity BrokerageLink External Fund Participation-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $243K | <0.1% | |
| Fidelity BrokerageLink Fidelity Fund Participation-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $190K | <0.1% | |
| Fidelity BrokerageLink Cash Participation-Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $67K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $14K | — |
