Original filing (PDF)20251015122743NAL0002288083001

SELECT EQUITY GROUP, L.P.

Name: SELECT EQUITY GROUP, L.P. — SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST, Form 5500 (2024)
Creator: SELECT EQUITY GROUP, L.P.

Form 5500

FILING_RECEIVED

SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

401(k) retirement plan

Signals · 3

51% in single holding30% employer stockNo recordkeeper disclosed

Active participants

191

Accounts w/ balance

255

Plan assets (EOY)

$163.5M

Net assets (EOY)

$163.5M

How this plan invests

This plan

5 pooled trusts

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Assets total" is 51% of plan.
30% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELECT EQUITY GROUP, L.P..

Plan sponsor

Name

SELECT EQUITY GROUP, L.P.

EIN

46-3465710

Address

380 LAFAYETTE STREET · NEW YORK, NY · 10003

Phone

(212) 475-8335

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL BENEFITS & FINANCIAL GROUP	20-5916766	—	NONE	$133K	—

Investments

49 direct securities · 5 pooled funds· $312.3M(100% of reported assets)

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.

Uncategorized

$293.1M

49 holdings

Common Collective Trust

$19.2M

5 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Assets total	—	—	—	$163.4M	99.9%
BLACKROCK EQUITY INDEX FUND CL R WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001	Common Collective Trust	—	—	$13.0M	8.0%
Schwab Government Money Inv** Money Market Fund	—	—	—	$7.8M	4.8%
MFS® Growth R6 Mutual Fund	—	—	—	$7.1M	4.3%
Vanguard Equity-Income Fund Admiral Shares Mutual Fund	—	—	—	$5.7M	3.5%
Tempur Sealy International Inc Common Stocks	—	—	—	$5.6M	3.4%
Wabtec Corporation Common Stocks	—	—	—	$5.3M	3.3%
Cash	—	—	—	$5.0M	3.0%
Middleby Corporation Common Stocks	—	—	—	$4.9M	3.0%
Brown & Brown, Inc. Common Stocks	—	—	—	$4.6M	2.8%
Morningstar Inc. Common Stocks	—	—	—	$4.5M	2.8%
T. Rowe Price New Horizons I Mutual Fund	—	—	—	$4.5M	2.7%
Trimble Inc. Common Stocks	—	—	—	$4.4M	2.7%
ITT Inc Common Stocks	—	—	—	$4.4M	2.7%
Martin Marietta Materials, Inc. Common Stocks	—	—	—	$4.3M	2.7%
Viking Holdings LTD F Common Stocks	—	—	—	$4.1M	2.5%
Core & Main, Inc. Common Stocks	—	—	—	$4.1M	2.5%
Service Corporation International Common Stocks	—	—	—	$4.1M	2.5%
Entegris Inc.Fortune Brands Innovatio Common Stocks	—	—	—	$3.6M	2.2%
Steris Plc Common Stocks	—	—	—	$3.5M	2.1%
BLACKROCK EAFE EQUITY INDEX FUND CL WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$3.0M	1.8%
Clean Harbors Inc Common Stocks	—	—	—	$3.0M	1.8%
CDW Corp Common Stocks	—	—	—	$3.0M	1.8%
MFS® Mid Cap Value Fund Mutual Fund	—	—	—	$3.0M	1.8%
Signet Jewelers Ltd. Common Stocks	—	—	—	$2.8M	1.7%
Teledyne Techcnologies Common Stocks	—	—	—	$2.6M	1.6%
Tractor Supply Company Common Stocks	—	—	—	$2.6M	1.6%
American Funds American High-Inc R6 Mutual Fund	—	—	—	$2.5M	1.5%
Paychex, Inc. Common Stocks	—	—	—	$2.5M	1.5%
Emcor Group Inc. Common Stocks	—	—	—	$2.2M	1.4%
Toro Co. Common Stocks	—	—	—	$2.2M	1.4%
Labcorp Holdings Inc. Common Stocks	—	—	—	$2.2M	1.3%
Smith A O Corp Common Stocks	—	—	—	$1.9M	1.2%
BLACKROCK U.S. DEBT INDEX FUND CL R WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010	Common Collective Trust	—	—	$1.7M	1.0%
Caci Intl Inc. Common Stocks	—	—	—	$1.4M	0.8%
Vanguard Target Retirement 2045 Inv Mutual Fund	—	—	—	$1.3M	0.8%
SEG SMID 401(k) managed account** Bio Techne Corporation Common Stocks	—	—	—	$1.2M	0.7%
Vanguard Target Retirement 2055 Inv Mutual Fund	—	—	—	$1.2M	0.7%
Revvity Inc Common Stocks	—	—	—	$1.1M	0.7%
PTC Inc Common Stocks	—	—	—	$1.1M	0.7%
Quanta Services Inc Common Stocks	—	—	—	$1.0M	0.6%
BLACKROCK RUSSELL 2000 INDEX FUND C WILMINGTON TRUST, N.A. · EIN 20-3802587 / PN 004	Common Collective Trust	—	—	$970K	0.6%
Vanguard Real Estate Index Admiral Mutual Fund	—	—	—	$892K	0.5%
Vanguard Target Retirement 2040 Inv Mutual Fund	—	—	—	$807K	0.5%
Vanguard Target Retirement 2050 Inv Mutual Fund	—	—	—	$690K	0.4%
Vanguard Target Retirement 2065 Inv Mutual Fund	—	—	—	$656K	0.4%
BLACKROCK MID CAP EQUITY INDEX FUND WILMINGTON TRUST, N.A. · EIN 20-3802327 / PN 003	Common Collective Trust	—	—	$483K	0.3%
Vanguard Target Retirement 2060 Inv Mutual Fund	—	—	—	$235K	0.1%
Vanguard Target Retirement 2035 Inv Mutual Fund	—	—	—	$224K	0.1%
Vanguard Target Retirement 2030 Inv Mutual Fund	—	—	—	$129K	<0.1%
Notes receivable from participants** 2027 through 2029.	—	—	—	$119K	<0.1%
Vanguard Target Retirement 2020 Inv Mutual Fund 571 Vanguard Target Retirement 2025 Inv Mutual Fund	—	—	—	$25K	<0.1%
Dividends receivable	—	—	—	$10K	<0.1%
Vanguard Target Retirement 2070 Inv Mutual Fund 565 Vanguard Target Retirement Income Fund Mutual Fund	—	—	—	$8K	<0.1%