Annie McNeil signed Deluxe Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deluxe Corporation's EIN is 41-0216800.
Download the official 2024 Form 5500 (PDF) for Deluxe Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deluxe Corporation's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $567K | — |
| EMPOWER TRUST COMPANY, LLC | 84-1455663 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK RUSSELL 3000 INDEX F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3371912 / PN 001 | Common Collective Trust | — | — | $308.2M | 21.2% | |
| US Equity Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $307.4M | 21.1% | |
| WILSHIRE MULTI-MANAGER CORE PLUS FI GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275322 / PN 001 | Common Collective Trust | — | — | $215.6M | 14.8% | |
| WILSHIRE MULTI-MANAGER INTL EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275323 / PN 001 | Common Collective Trust | — | — | $162.5M | 11.2% | |
| BLACKROCK EQUITY INDEX COLLECTIVE F GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $151.1M | 10.4% | |
| Invesco Stable Value Fund | Stable Value | — | — | $145.9M | 10.0% | |
| Target Retirement 2025 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $141.3M | 9.7% | |
| Target Retirement 2030 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $119.8M | 8.2% | |
| WILSHIRE MULTI-MANAGER US SMID CAP GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275319 / PN 001 | Common Collective Trust | — | — | $117.6M | 8.1% | |
| INVESCO SHORT TERM BOND IGT INVESCO · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $104.5M | 7.2% | |
| Small/Mid Cap Equity Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $100.9M | 6.9% | |
| WILSHIRE MULTI-MANAGER DIVERSIFIED GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275321 / PN 001 | Common Collective Trust | — | — | $95.0M | 6.5% | |
| Bond Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $82.1M | 5.6% | |
| Target Retirement 2035 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $78.3M | 5.4% | |
| WILSHIRE MULTI-MANAGER US LARGE CAP GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275320 / PN 001 | Common Collective Trust | — | — | $71.1M | 4.9% | |
| Target Retirement 2020 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $70.1M | 4.8% | |
| Target Retirement 2040 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $63.9M | 4.4% | |
| International Equity Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $60.4M | 4.1% | |
| BLACKROCK MSCI ACWI EX-U.S. IMI IDX BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 82-5170825 / PN 001 | Common Collective Trust | — | — | $47.8M | 3.3% | |
| Target Retirement 2015 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $47.3M | 3.2% | |
| Target Retirement 2045 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $46.8M | 3.2% | |
| Target Retirement 2050 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $33.3M | 2.3% | |
| Target Retirement 2010 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $26.8M | 1.8% | |
| Longevity Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $25.6M | 1.8% | |
| WILSHIRE MULTI-MANAGER REAL ASSET GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289847 / PN 001 | Common Collective Trust | — | — | $24.3M | 1.7% | |
| Diversified Credit Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $22.5M | 1.5% | |
| JENNISON INTERM G/C IGT INVESCO · EIN 61-1246990 / PN 218 | Common Collective Trust | — | — | $22.1M | 1.5% | |
| INVESCO INTERM G/C IGT INVESCO · EIN 61-1246990 / PN 212 | Common Collective Trust | — | — | $22.1M | 1.5% | |
| Large Cap Equity Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $21.1M | 1.5% | |
| Target Retirement 2055 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $16.0M | 1.1% | |
| BLACKROCK RUSSELL 2500 INDEX F BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.9% | |
| LOOMIS SAYLES INT IGT INVESCO · EIN 61-1246990 / PN 217 | Common Collective Trust | — | — | $11.4M | 0.8% | |
| INVESCO CORE IGT INVESCO · EIN 61-1246990 / PN 225 | Common Collective Trust | — | — | $11.1M | 0.8% | |
| LOOMIS SAYLES CORE IGT INVESCO · EIN 61-1246990 / PN 224 | Common Collective Trust | — | — | $11.1M | 0.8% | |
| PIMCO INTERMED G/C IGT INVESCO · EIN 61-1246990 / PN 207 | Common Collective Trust | — | — | $11.0M | 0.8% | |
| DODGE & COX CORE IGT INVESCO · EIN 61-1246990 / PN 244 | Common Collective Trust | — | — | $11.0M | 0.8% | |
| PIMCO CORE IGT INVESCO · EIN 66-1246990 / PN 219 | Common Collective Trust | — | — | $11.0M | 0.8% | |
| Target Retirement 2060 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $10.3M | 0.7% | |
| maturing through December 2028 | Other securities | — | — | $8.4M | 0.6% | |
| Diversified Real Assets Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $7.8M | 0.5% | |
| BLACKROCK US DEBT INDEX COLLECTIVE BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $7.5M | 0.5% | |
| International Equity Index Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $4.6M | 0.3% | |
| Target Retirement 2065 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $4.5M | 0.3% | |
| Target Retirement 2070 Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $943K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SANTA MONICA, CA |
| NONE |
| $255K |
| — |
