Simon Grace signed Fortive Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortive Corporation's EIN is 47-5654583.
Download the official 2024 Form 5500 (PDF) for Fortive Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortive Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INV'S INST'L OP'S CO, LLC | 04-2647786 | — | RECORDKEEPER | $380K | — |
| FIDELITY INVESTMENTS TAX-EXEMPT SER | — | BOSTON, MA | RECORDKEEPER'S AFFILIATE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $511K | — |
| R.V. KUHNS & ASSOCIATES INC | 93-0910652 | — | CONSULTANT | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW | 36-2152202 | — | ATTORNEY / LEGAL | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Fund 1,653,290 shares | Common Collective Trusts | — | — | $337.6M | 15.8% | |
| LIFEPATH INDEX RET NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $137.4M | 6.4% | |
| LIFEPATH INDEX 2030 NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $121.3M | 5.7% | |
| LIFEPATH INDEX 2030 NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $120.9M | 5.7% | |
| Brokeragelink Combination of common stock, mutual funds, and ETF's | Common Stocks | — | — | $116.9M | 5.5% | |
| LIFEPATH INDEX 2040 NON-LENT FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $113.8M | 5.3% | |
| LIFEPATH INDEX 2045 NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $107.7M | 5.0% | |
| LIFEPATH INDEX 2050 NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $102.2M | 4.8% | |
| MANAGED INCOME PORTFOLIO II CLASS 3 FIDELITY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $100.3M | 4.7% | |
| Fidelity® Extended Market Index Fund 955,074 shares | Common Collective Trusts | — | — | $86.8M | 4.1% | |
| LIFEPATH INDEX 2055 NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 81-3223234 / PN 001 | Common Collective Trust | — | — | $81.1M | 3.8% | |
| Dodge & Cox International Stock Fund Class X 1,186,737 shares | Mutual Funds | — | — | $59.2M | 2.8% | |
| AMERICAN BEACON SMALL CAP VALUE GLOBAL TRUST COMPANY · EIN 27-6334452 / PN 003 | Common Collective Trust | — | — | $44.9M | 2.1% | |
| LIFEPATH INDEX 2060 NON-LEND FUND M BLACKROCK INSTITUIONAL TRUST COMPANY · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $41.9M | 2.0% | |
| Vanguard Total International Stock Index Fund Institutional Shares 302,031 shares | Common Collective Trusts | — | — | $38.3M | 1.8% | |
| Employer Securities Fortive Corporation Stock Fund * Fortive Corporation Common Stock 481,766 shares | Common Stocks | — | — | $36.1M | 1.7% | |
| T. Rowe Price Treasury Reserve Fund 100 shares ** 100 Vanguard Total Bond Market Index Fund Institutional Shares 3,566,368 shares | Common Collective Trusts | — | — | $33.8M | 1.6% | |
| MICROSOFT CORP 71,580 shares | Common Stocks | — | — | $30.2M | 1.4% | |
| NVIDIA CORP 221,791 shares | Common Stocks | — | — | $29.8M | 1.4% | |
| PIMCO Total Return Fund Institutional 3,486,904 shares | Mutual Funds | — | — | $29.6M | 1.4% | |
| Dodge & Cox Income Fund Class X 2,386,517 shares | Mutual Funds | — | — | $29.6M | 1.4% | |
| APPLE INC 103,073 shares | Common Stocks | — | — | $25.8M | 1.2% | |
| Fidelity® Large Cap Growth Index Fund 649,502 shares | Common Collective Trusts | — | — | $25.4M | 1.2% | |
| AMAZON.COM INC 97,000 shares | Common Stocks | — | — | $21.3M | 1.0% | |
| Participant Loans various dates | Participant loans | — | — | $19.2M | 0.9% | |
| ALPHABET INC CL C 80,077 shares | Common Stocks | — | — | $15.2M | 0.7% | |
| META PLATFORMS INC CL A 26,027 shares | Common Stocks | — | — | $15.2M | 0.7% | |
| LIFEPATH INDEX 2065 NON-LEND FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $9.6M | 0.4% | |
| TESLA INC 19,451 shares | Common Stocks | — | — | $7.9M | 0.4% | |
| ELI LILLY & CO 9,365 shares | Common Stocks | — | — | $7.2M | 0.3% | |
| PIMCO Inflation Response Multi-Asset Institutional 868,661 shares | Mutual Funds | — | — | $7.1M | 0.3% | |
| VISA INC CL A 22,147 shares | Common Stocks | — | — | $7.0M | 0.3% | |
| MASTERCARD INC CL A 10,913 shares | Common Stocks | — | — | $5.7M | 0.3% | |
| SERVICENOW INC 5,310 shares | Common Stocks | — | — | $5.6M | 0.3% | |
| NETFLIX INC 5,705 shares | Common Stocks | — | — | $5.1M | 0.2% | |
| BROADCOM INC 20,245 shares | Common Stocks | — | — | $4.7M | 0.2% | |
| CARVANA CO CL A 20,649 shares | Common Stocks | — | — | $4.2M | 0.2% | |
| INTUITIVE SURGICAL INC 7,470 shares | Common Stocks | — | — | $3.9M | 0.2% | |
| HARDING LOEVNER INTERNATIONAL EQUIT HARDING LOEVNER · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $3.6M | 0.2% | |
| Interest Bearing Cash (including Money Market Funds) Interest Bearing Cash 3,581,332 US dollars | Cash / Money Market | — | — | $3.6M | 0.2% | |
| UNITEDHEALTH GROUP INC 6,534 shares | Common Stocks | — | — | $3.3M | 0.2% | |
| ALPHABET INC CL A 17,033 shares | Common Stocks | — | — | $3.2M | 0.2% | |
| T-MOBILE US INC 11,079 shares | Common Stocks | — | — | $2.4M | 0.1% | |
| THE BOOKING HOLDINGS INC 470 shares | Common Stocks | — | — | $2.3M | 0.1% | |
| CHUBB LTD 8,422 shares | Common Stocks | — | — | $2.3M | 0.1% | |
| SCHWAB CHARLES CORP 31,429 shares | Mutual Funds | — | — | $2.3M | 0.1% | |
| TEXAS INSTRUMENTS INC 11,917 shares | Common Stocks | — | — | $2.2M | 0.1% | |
| BLACKROCK INC 2,128 shares | Common Stocks | — | — | $2.2M | 0.1% | |
| CHIPOTLE MEXICAN GRILL INC 36,125 shares | Common Stocks | — | — | $2.2M | 0.1% | |
| BERKSHIRE HATHAWAY INC CL B 4,770 shares | Common Stocks | — | — | $2.2M | 0.1% |
