Elbitamerica, Inc.'s EIN is 51-0345236.
Download the official 2024 Form 5500 (PDF) for Elbitamerica, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elbitamerica, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | NONE | $47K | — |
| WHITLEY PENN LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $18.7M | $44.1M | 29.9% | |
| Loomis, Sayles & Company Loomis Investment Grade Fixed Income Fund Class I | Common Stocks | — | $24.6M | $21.2M | 14.4% | |
| Harbor Core Bond Fund | Other securities | — | $21.1M | $21.1M | 14.3% | |
| Vanguard Developed Markets Index Fund Admiral Class #127 | Common Collective Trusts | — | $18.7M | $18.4M | 12.4% | |
| Elbit Systems, Ltd. Elbit Systems, Ltd. | Common Stocks | — | $1.7M | $10.0M | 6.8% | |
| DWS Group DWS RREEF Real Assets Fund Class Institutional | Common Stocks | — | $5.4M | $6.1M | 4.1% | |
| Conestoga Small Cap Fund Class Institutional | Other securities | — | $4.4M | $5.4M | 3.6% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value Fund | Other securities | — | $5.0M | $5.3M | 3.6% | |
| Blackrock Strategic Income Opportunities Portfolio Class K | Other securities | — | $5.5M | $5.2M | 3.5% | |
| Brandywineglobal Global Opportunities Bond Fund Class IS | Other securities | — | $6.1M | $4.8M | 3.2% | |
| GQG Partners Emerging Markets Equity Fund Class Institutional | Other securities | — | $2.4M | $2.7M | 1.9% | |
| Pimco RAE Emerging Markets Fund Class Institutional | Mutual Funds | — | $2.5M | $2.7M | 1.8% | |
| Principal Government Money Market Fund | Cash / Money Market | — | $747K | $747K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 75-2393478 |
| — |
| NONE |
| $42K |
| — |
| PRINCIPAL TRUST COMPANY | 42-1520346 | — | NONE | $26K | — |
