Karyn Stone signed CDP North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CDP North America, Inc.'s EIN is 36-4709977.
Download the official 2024 Form 5500 (PDF) for CDP North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDP North America, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NTX TARGET RETIREMENT 2060 N | Registered Investment Companies | — | — | $1.3M | 17.9% | |
| NTX TARGET RETIREMENT 2055 N | Registered Investment Companies | — | — | $1.1M | 14.3% | |
| NTX TARGET RETIREMENT 2050 N | Registered Investment Companies | — | — | $992K | 13.3% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $970K | 13.0% | |
| CAL US LG CAP GR RESP IDX I | Registered Investment Companies | — | — | $521K | 7.0% | |
| CALVERT INTL RES IDX I | Registered Investment Companies | — | — | $499K | 6.7% | |
| CAL US MC CORE RESP IDX I | Registered Investment Companies | — | — | $373K | 5.0% | |
| PARNASSUS VALUE EQUITY INST | Registered Investment Companies | — | — | $324K | 4.3% | |
| NTX TARGET RETIREMENT 2040 N | Registered Investment Companies | — | — | $190K | 2.5% | |
| CALVERT SMALL CAP FUND I | Registered Investment Companies | — | — | $172K | 2.3% | |
| CAL GRN BOND I | Registered Investment Companies | — | — | $158K | 2.1% | |
| CALVERT US LC VAL IDX I | Registered Investment Companies | — | — | $151K | 2.0% | |
| NTX TARGET RETIREMENT 2045 N | Registered Investment Companies | — | — | $135K | 1.8% | |
| CALVERT BOND FUND I | Registered Investment Companies | — | — | $111K | 1.5% | |
| NTX TARGET RETIREMENT 2020 N | Registered Investment Companies | — | — | $66K | 0.9% | |
| NTX TARGET RETIREMENT 2030 N | Registered Investment Companies | — | — | $49K | 0.7% | |
| NTX TARGET RETIREMENT 2015 N | Registered Investment Companies | — | — | $35K | 0.5% | |
| CALVERT EMERGING MARKETS EQ I | Registered Investment Companies | — | — | $32K | 0.4% | |
| NTX TARGET RETIREMENT 2035 N | Registered Investment Companies | — | — | $22K | 0.3% | |
| CALVERT INTERNATIONAL OPPS I | Registered Investment Companies | — | — | $22K | 0.3% | |
| CALVERT GLBL ENRGY SOLUTIONS I | Registered Investment Companies | — | — | $19K | 0.2% | |
| NUVEEN LARGE CAP RESP EQ R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| CALVERT GLOBAL WATER FUND I | Registered Investment Companies | — | — | $16K | 0.2% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $9K | 0.1% | |
| CALVERT BALANCED FUND I | Registered Investment Companies | — | — | $8K | 0.1% | |
| NTX TARGET RETIREMENT 2025 N | Registered Investment Companies | — | — | $3K | <0.1% | |
| CAL CONSERVATIVE ALLOCATION I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
