Rachel Andrade signed Epiroc North America Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epiroc North America Corp.'s EIN is 36-4868039.
Download the official 2024 Form 5500 (PDF) for Epiroc North America Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epiroc North America Corp.'s plan includes a self-directed brokerage window, 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 | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $48K | — |
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 Investments | Mutual Funds | — | — | $20.1M | 10.1% | |
| Putnam Fiduciary Trust Company | Mutual Funds | — | — | $17.7M | 8.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $17.7M | 8.8% | |
| Fidelity Investments | Mutual Funds | — | — | $16.2M | 8.1% | |
| Fidelity Investments | Mutual Funds | — | — | $14.3M | 7.2% | |
| Fidelity Investments | Mutual Funds | — | — | $13.0M | 6.5% | |
| Fidelity Investments | Mutual Funds | — | — | $10.8M | 5.4% | |
| Fidelity Investments | Mutual Funds | — | — | $10.7M | 5.4% | |
| JPMorgan Chase | Other securities | — | — | $8.8M | 4.4% | |
| Fidelity Investments | Mutual Funds | — | — | $8.3M | 4.2% | |
| Fidelity Investments | Mutual Funds | — | — | $7.1M | 3.6% | |
| Dodge & Cox | Mutual Funds | — | — | $5.5M | 2.8% | |
| Participant Loans | Participant loans | — | — | $5.2M | 2.6% | |
| Fidelity Investments | Mutual Funds | — | — | $4.8M | 2.4% | |
| MFS Investment Management | Mutual Funds | — | — | $4.4M | 2.2% | |
| Invesco | Mutual Funds | — | — | $4.4M | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $3.7M | 1.8% | |
| Fidelity Investments | Mutual Funds | — | — | $3.5M | 1.7% | |
| BlackRock Investments | Other securities | — | — | $3.1M | 1.5% | |
| American Century Investments | Other securities | — | — | $3.1M | 1.5% | |
| Fidelity Investments | Mutual Funds | — | — | $2.6M | 1.3% | |
| American Funds | Mutual Funds | — | — | $2.3M | 1.1% | |
| Fidelity Investments | Mutual Funds | — | — | $2.0M | 1.0% | |
| John Hancock Investments | Other securities | — | — | $2.0M | 1.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 1.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.8M | 0.9% | |
| American Funds | Mutual Funds | — | — | $1.2M | 0.6% | |
| Fidelity Investments | Mutual Funds | — | — | $798K | 0.4% | |
| Hartford Funds | Other securities | — | — | $472K | 0.2% | |
| The Vanguard Group | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
