Patty Parra signed Essentra Holdings Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Essentra Holdings Corporation's EIN is 54-1863320.
Download the official 2024 Form 5500 (PDF) for Essentra Holdings Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essentra Holdings Corporation'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $118K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | NONE |
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 Target Retirement 2050 | Mutual Funds | — | — | $14.3M | 12.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $14.2M | 11.9% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $11.3M | 9.5% | |
| Vanguard Institutional Index Fund Inst'l Sharesares | Common Collective Trusts | — | — | $8.6M | 7.2% | |
| PGIM Jennison Growth Fund R4 | Other securities | — | — | $8.4M | 7.0% | |
| NEW YORK LIFE ANCHOR ACCOUNT IV NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $8.4M | 7.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $8.2M | 6.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $6.1M | 5.1% | |
| New York Life Anchor Account IV | Other securities | — | — | $5.5M | 4.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.7M | 4.0% | |
| Vanguard Mid-Cap Index Funds Institutional Shares | Common Collective Trusts | — | — | $4.6M | 3.9% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $4.6M | 3.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4.0M | 3.4% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $4.0M | 3.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.8M | 3.2% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $3.0M | 2.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.5M | 2.1% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $2.3M | 1.9% | |
| Vanguard Developed Markets Index Fund Investor Shares | Common Collective Trusts | — | — | $2.0M | 1.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.2M | 1.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $906K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $814K | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $795K | 0.7% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $763K | 0.6% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $188K | 0.2% | |
| Vanguard Health Care Fund Admiral Shares | Mutual Funds | — | — | $167K | 0.1% | |
| Participant Loans | Participant loans | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $64K |
| — |
