Holly Francois signed Maritz Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maritz Holdings Inc.'s EIN is 43-0393480.
Download the official 2024 Form 5500 (PDF) for Maritz Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maritz Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 51-1714114 | BALTIMORE, MD | NONE | $127K | — |
| MORGAN STANLEY GLOBAL BANKING | — | BALTIMORE, MD | NONE | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $460.0M | 98.8% | |
| T. ROWE PRICE GROWTH STOCK TRUST T. ROWE PRICE · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $81.6M | 17.5% | |
| RETIREMENT HYBRID 2030 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $44.3M | 9.5% | |
| RETIREMENT HYBRID 2035 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $38.3M | 8.2% | |
| RETIREMENT HYBRID 2040 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $31.7M | 6.8% | |
| RETIREMENT HYBRID 2045 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $25.5M | 5.5% | |
| RETIREMENT HYBRID 2025 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $21.1M | 4.5% | |
| STABLE VALUE FUND, N T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $17.2M | 3.7% | |
| RETIREMENT HYBRID 2050 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $14.1M | 3.0% | |
| RETIREMENT HYBRID 2055 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $12.7M | 2.7% | |
| RETIREMENT HYBRID 2020 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $9.4M | 2.0% | |
| RETIREMENT HYBRID 2060 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $4.7M | 1.0% | |
| RETIREMENT HYBRID 2065 TRUST T. ROWE PRICE · EIN 35-6559833 / PN 019 | Common Collective Trust | — | — | $3.2M | 0.7% | |
| RETIREMENT HYBRID 2015 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| RETIREMENT HYBRID 2010 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $976K | 0.2% | |
| RETIREMENT HYBRID BALANCED TRUST T. ROWE PRICE · EIN 35-6559833 / PN 005 | Common Collective Trust | — | — | $849K | 0.2% | |
| RETIREMENT HYBRID 2005 TRUST T. ROWE PRICE · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $499K | 0.1% |