JAMI Schultz signed CUSA Acquisition LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CUSA Acquisition LLC's EIN is 46-1382783.
Download the official 2024 Form 5500 (PDF) for CUSA Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CUSA Acquisition LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT | 94-3176968 | — | NONE | $13K | — |
| PEREGRINE INVESTMENT ADVISORS, LLC | — | MADISON, MS | NONE | $13K | — |
| BLACKROCK INVESTMENTS, LLC | — | PRINCETON, NJ | NONE |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $10K |
| — |
| SCHAFER CULLEN CAPITAL MANAGEMENT | — | NEW YORK, NY | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1681731 | — | TRUSTEE | $217K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232269 | — | ACTUARY | $759K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT SVCS | — | BOSTON, MA | NONE | $120K | — |
| LOOMIS, SAYLES & COMPANY, L.P. | 04-3200030 | — | NONE | $15K | — |
| MFS INVESTMENT INC | 95-4687340 | — | NONE | $15K | — |
| ALLSPRING GLOBAL INVESTMENTS | — | SAN FRANCISCO, CA | NONE | $11K | — |
| PRINCIPAL | 42-1466678 | — | NONE | $7K | — |
| SCHRODERS | — | NEW YORK, NY | NONE | $5K | — |
