Michelle Carpenter signed McCormick & Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCormick & Company, Inc.'s EIN is 52-0408290.
Download the official 2024 Form 5500 (PDF) for McCormick & Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCormick & Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $366K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 36-2668272 | — | INVESTMENT ADVISORY | $179K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $184.5M | 19.1% | |
| SSGA RUSS SM MD CP IDX CL II | Common Collective Trusts | — | — | $155.7M | 16.1% | |
| Vanguard Instl Idx Instl Pl Fd | Common Collective Trusts | — | — | $77.7M | 8.0% | |
| T. ROWE PRICE STRCT RSRCH TR F T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $77.7M | 8.0% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $62.6M | 6.5% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $58.5M | 6.0% | |
| McCormick Stock V | Other securities | — | — | $50.3M | 5.2% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $50.3M | 5.2% | |
| T. ROWE PRICE STRCT RSRCH TR F | Other securities | — | — | $47.4M | 4.9% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $47.4M | 4.9% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $41.3M | 4.3% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $36.0M | 3.7% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $35.3M | 3.6% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $33.3M | 3.4% | |
| WBLAIR SMID CORE COLL INV MD GLOBAL TRUST COMPANY-WILLIAM BLAIR · EIN 27-6331814 / PN 016 | Common Collective Trust | — | — | $29.0M | 3.0% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $24.8M | 2.6% | |
| Vgd Ttl Intl Stk Idx Inst Fund | Common Collective Trusts | — | — | $17.5M | 1.8% | |
| Galliard Stable Return PI | Other securities | — | — | $16.8M | 1.7% | |
| VGD TRGT RTMT INC TRUST II | Common Stocks | — | — | $16.6M | 1.7% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.6% | |
| Participant Loans | Participant loans | — | — | $14.5M | 1.5% | |
| Dodge & Cox Intl Stock X Fund | Mutual Funds | — | — | $12.6M | 1.3% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.0M | 1.1% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.6% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | — | $5.4M | 0.6% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.6% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FUND EVALUATION GROUP | 01-0694771 | — | INVESTMENT ADVISORY | $46K | — |
| FIDUCIARY COUNSELORS INC | 22-3709903 | — | INVESTMENT ADVISORY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB AND COMPANY, LLC | 20-2153727 | — | ACCOUNTANT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COVINGTON & BURLINGTON | 53-0188411 | — | LEGAL | $92K | — |
