Pauliina Kunvik signed Cargotec Holding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cargotec Holding, Inc.'s EIN is 58-1730881.
Download the official 2024 Form 5500 (PDF) for Cargotec Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cargotec Holding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $41K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | — | CHICAGO, IL | OTHER | $29K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $11.8M | 15.3% | |
| Empower Guaranteed Income Fund Guaranteed Investment Contract | Stable Value | — | — | $11.1M | 14.4% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $10.0M | 13.0% | |
| Pimco Stocksplus Intl (Usd-Hedged) Inst Mutual Fund | Mutual Funds | — | — | $9.1M | 11.7% | |
| Schwab Fdmtl Us Large Co Idx Mutual Fund | Common Collective Trusts | — | — | $6.4M | 8.2% | |
| Pgim Total Return Bond Mutual Fund | Other securities | — | — | $6.0M | 7.8% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.4M | 4.4% | |
| Mfs Blended Research Mid Cap Eq Mutual Fund | Mutual Funds | — | — | $2.7M | 3.5% | |
| Avantis Us Small Cap Value Instl Mutual Fund | Other securities | — | — | $2.5M | 3.2% | |
| Fidelity Advisor Small Cap Growth Mutual Fund | Mutual Funds | — | — | $2.4M | 3.2% | |
| Vanguard Strategic Small-Cap Equity Inv Mutual Fund | Mutual Funds | — | — | $2.0M | 2.6% | |
| Dfa Inflation-Protected Securities Mutual Fund | Mutual Funds | — | — | $1.7M | 2.2% | |
| T. Rowe Price Mid-Cap Value Mutual Fund | Other securities | — | — | $1.5M | 2.0% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $1.4M | 1.8% | |
| Notes receivable from participants Interest from 4.25% to 9.50% and - | Bonds / Notes | — | — | $1.3M | 1.7% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| Columbia Technology Instl Mutual Fund | Other securities | — | — | $830K | 1.1% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $786K | 1.0% | |
| Pgim High Yield Mutual Fund | Other securities | — | — | $510K | 0.7% | |
| Vanguard Health Care Index Adm Mutual Fund | Mutual Funds | — | — | $195K | 0.3% | |
| Pimco Int Bond (Usd-Hedged) Inst Mutual Fund | U.S. Treasuries | — | — | $136K | 0.2% | |
| American Funds Mortgage Mutual Fund | Mutual Funds | — | — | $113K | 0.1% | |
| T. Rowe Price Emerging Mkts Corp Bd Mutual Fund | Common Stocks | — | — | $30K | <0.1% |
