Alyssa Trudell signed Enerpac Tool Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enerpac Tool Group's EIN is 39-0168610.
Download the official 2024 Form 5500 (PDF) for Enerpac Tool Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enerpac Tool Group's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP | 04-2452803 | — | CUSTODIAN | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 23-1159360 | — | NONE | $124K | — |
| MICHAEL BEST & FRIEDRICH LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEI Intermediate Duration Credit Fund A Mutual Funds | Other securities | — | $10.4M | $8.9M | 32.3% | |
| SEI World Equity Ex-US Fund Mutual Funds | Other securities | — | $5.1M | $4.6M | 16.7% | |
| SEI Global Managed Volatility Fund Mutual Funds | Other securities | — | $4.3M | $4.0M | 14.7% | |
| SEI U.S. Managed Volatility Fund Mutual Funds | Other securities | — | $2.4M | $2.1M | 7.8% | |
| SEI Long Duration Credit Fund A Mutual Funds | Other securities | — | $2.2M | $2.1M | 7.5% | |
| SEI S&P 500 Index A Mutual Funds | Common Collective Trusts | — | $2.0M | $1.9M | 6.7% | |
| U.S. Treasury Bond (Strip)5/15/33 U.S. Government Security | U.S. Treasuries | — | $804K | $821K | 3.0% | |
| SEI Extended Market Index A Mutual Funds | Other securities | — | $917K | $797K | 2.9% | |
| U.S. Treasury Bond (Strip)8/15/38 U.S. Government Security | U.S. Treasuries | — | $814K | $700K | 2.5% | |
| U.S. Treasury Bond (Strip)8/15/29 U.S. Government Security | U.S. Treasuries | — | $421K | $447K | 1.6% | |
| U.S. Treasury Bond (Strip)8/15/27 U.S. Government Security | U.S. Treasuries | — | $344K | $366K | 1.3% | |
| U.S. Treasury Bond (Strip)8/15/31 U.S. Government Security | U.S. Treasuries | — | $326K | $329K | 1.2% | |
| U.S. Treasury Bond (Strip) 2/15/44 U.S. Government Security | U.S. Treasuries | — | $161K | $157K | 0.6% | |
| U.S. Treasury Bond (Strip)8/15/51 U.S. Government Security | U.S. Treasuries | — | $56K | $50K | 0.2% | |
| U.S. Treasury Bond (Strip) 11/15/53 U.S. Government Security | U.S. Treasuries | — | $54K | $50K | 0.2% |
| — |
| MILWAUKEE, WI |
| NONE |
| $62K |
| — |
| WIPFLI LLP | 39-0758449 | — | NONE | $21K | — |
