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, 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 |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $39K | — |
| WHITLEY PENN LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $7.7M | $18.4M | 31.3% | |
| Loomis, Sayles & Company Investment Grade Fixed Income Fund | Common Stocks | — | $10.5M | $9.1M | 15.4% | |
| Harbor Core Bond Fund | Other securities | — | $9.0M | $9.0M | 15.3% | |
| Vanguard Developed Markets Index Fund Admiral Class | Common Collective Trusts | — | $7.9M | $7.8M | 13.2% | |
| DWS Group Real Assets Fund Class | Common Stocks | — | $2.3M | $2.6M | 4.4% | |
| Conestoga Small Cap Fund | Other securities | — | $1.9M | $2.3M | 3.9% | |
| Hotchkis & Wiley Small Cap Diversivied Value Fund | Other securities | — | $2.1M | $2.2M | 3.8% | |
| Blackrock Strategic Income Opportunities Portfolio | Other securities | — | $2.3M | $2.2M | 3.7% | |
| Brandywineglobal Oportunities Bond Fund | Other securities | — | $2.6M | $2.0M | 3.4% | |
| Pimco RAE Emerging Markets Fund | Mutual Funds | — | $1.1M | $1.2M | 2.0% | |
| GQG Partners Emerging Markets Equity Fund | Other securities | — | $1.0M | $1.2M | 2.0% | |
| Principal Government Money Market Fund | Cash / Money Market | — | $987K | $987K | 1.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 75-2393478 |
| — |
| NONE |
| $30K |
| — |
| PRINCIPAL TRUST COMPANY | 42-1520346 | — | NONE | $27K | — |
