Jessica Kochin signed Steelcase, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steelcase, Inc.'s EIN is 38-0819050.
Download the official 2024 Form 5500 (PDF) for Steelcase, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Steelcase, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $291K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $260K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AON INVESTMENTS USA INC |
| — |
| CHICAGO, IL |
| NONE |
| $100K |
| — |
| BDO USA, P.C. | — | GRAND RAPIDS, MI | NONE | $49K | — |
| MILLER JOHNSON SNELL & CUMMISKEY PL | — | GRAND RAPIDS, MI | NONE | $32K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TARGET RETIREMENT 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $200.5M | 13.4% | |
| TARGET RETIREMENT 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $176.2M | 11.8% | |
| TARGET RETIREMENT 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $174.6M | 11.7% | |
| State Street Global Advisors State Street US Total Market Index | Common Collective Trusts | — | — | $171.3M | 11.4% | |
| STATE ST US TTL MKT INDX SL SF CL I STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $171.3M | 11.4% | |
| TARGET RETIREMENT 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $116.3M | 7.8% | |
| TARGET RETIREMENT 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $87.0M | 5.8% | |
| TARGET RETIREMENT 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $75.8M | 5.1% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $64.6M | 4.3% | |
| State Street Global Advisors State Street US Bond Index | Other securities | — | — | $64.3M | 4.3% | |
| STATE ST US BND INDX SL CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $64.3M | 4.3% | |
| TARGET RETIREMENT 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $61.6M | 4.1% | |
| TARGET RETIREMENT 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $59.4M | 4.0% | |
| Self-Directed Brokerage Accounts Mutual funds, certificates of deposit, money market funds | Self-Directed Brokerage | — | — | $48.9M | 3.3% | |
| Funds State Street Global Advisors State Street Global All Cap Equity | Common Collective Trusts | — | — | $35.7M | 2.4% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $35.7M | 2.4% | |
| TARGET RETIREMENT INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $33.7M | 2.3% | |
| TARGET RETIREMENT 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $31.3M | 2.1% | |
| RBC Global Asset Management Global Opportunities R6 | Other securities | — | — | $19.3M | 1.3% | |
| STATE ST US INFL PROTCT BOND IDX SL STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $13.3M | 0.9% | |
| Participant Loans 4.16% to 9.75% | Bonds / Notes | — | — | $11.1M | 0.7% | |
| TARGET RETIREMENT 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $9.9M | 0.7% | |
| Goldman Sachs Global Core Fixed Income | Mutual Funds | — | — | $7.7M | 0.5% | |
| Life Insurance Policies * Empower Annuity Insurance Company of America Life insurance policies | Common Stocks | — | — | $3.0M | 0.2% | |
| TARGET RETIREMENT 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% |
