Paige Padfield signed DSM North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DSM North America, Inc.'s EIN is 58-1858661.
Download the official 2024 Form 5500 (PDF) for DSM North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DSM North America, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$511K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK TOWNSEND & STOCKTON LLP | 58-0511774 | — | CONSULTANT | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 481,240 shares | Common Collective Trusts | — | $481K | $98.3M | 12.9% | |
| Fidelity Freedom 2040 Fund 5,194,527 shares | Mutual Funds | — | $5.2M | $60.0M | 7.9% | |
| Fidelity Contrafund Commingled Pool 1,290,762 shares | Common Collective Trusts | — | $1.3M | $58.7M | 7.7% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $58.7M | 7.7% | |
| Fidelity Freedom 2030 Fund 3,196,256 shares | Mutual Funds | — | $3.2M | $56.1M | 7.3% | |
| Fidelity Freedom 2035 Fund 2,973,739 shares | Mutual Funds | — | $3.0M | $46.5M | 6.1% | |
| Fidelity Freedom 2045 Fund 3,299,617 shares | Mutual Funds | — | $3.3M | $44.4M | 5.8% | |
| Fidelity Freedom 2050 Fund 2,979,268 shares | Mutual Funds | — | $3.0M | $40.7M | 5.3% | |
| T Rowe Price Blue Chip Growth Fund 210,616 shares | Mutual Funds | — | $211K | $39.5M | 5.2% | |
| Fidelity Managed Income Portfolio 38,967,634 shares | Mutual Funds | — | $39.0M | $39.0M | 5.1% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $36.7M | 4.8% | |
| Fidelity Freedom 2025 Fund 2,097,976 shares | Mutual Funds | — | $2.1M | $28.6M | 3.7% | |
| JP Morgan US Research Enhanced Equity Fund 656,320 shares | Other securities | — | $656K | $28.5M | 3.7% | |
| Fidelity Freedom 2055 Fund 1,617,927 shares | Mutual Funds | — | $1.6M | $25.6M | 3.3% | |
| Fidelity Freedom 2020 Fund 1,490,075 shares | Mutual Funds | — | $1.5M | $21.4M | 2.8% | |
| Dodge & Cox Income Fund 1,634,968 shares | Mutual Funds | — | $1.6M | $20.3M | 2.7% | |
| Fidelity Diversified International Fund 1,161,909 shares | Mutual Funds | — | $1.2M | $16.5M | 2.2% | |
| JP Morgan MidCap Value Fund 444,447 shares | Other securities | — | $444K | $16.3M | 2.1% | |
| Self-Directed Brokerage Accounts Miscellaneous investments | Self-Directed Brokerage | — | — | $13.7M | 1.8% | |
| Royce Small Cap Opportunities Fund 854,680 shares | Other securities | — | $855K | $13.6M | 1.8% | |
| Baird MidCap Institutional Fund 524,920 shares | Other securities | — | $525K | $12.4M | 1.6% | |
| Fidelity Freedom 2060 Fund 782,991 shares | Mutual Funds | — | $783K | $11.3M | 1.5% | |
| Fidelity Worldwide Fund 317,369 shares | Mutual Funds | — | $317K | $11.0M | 1.4% | |
| MFS Value Fund 216,354 shares | Mutual Funds | — | $216K | $10.5M | 1.4% | |
| American Funds American Mutual Fund 164,731 shares | Mutual Funds | — | $165K | $9.1M | 1.2% | |
| Vanguard FTSE Social Index Fund 208,430 shares | Mutual Funds | — | $208K | $8.5M | 1.1% | |
| Through November 2039 | Other securities | — | — | $8.2M | 1.1% | |
| MFS New Discovery Fund 238,011 shares | Mutual Funds | — | $238K | $7.4M | 1.0% | |
| Vanguard High Yield Corporate 926,075 shares | Mutual Funds | — | $926K | $5.0M | 0.7% | |
| Fidelity Freedom 2015 Fund 328,233 shares | Mutual Funds | — | $328K | $3.7M | 0.5% | |
| Fidelity Freedom 2065 Fund 249,522 shares | Mutual Funds | — | $250K | $3.3M | 0.4% | |
| American Funds New World Fund 37,389 shares | Mutual Funds | — | $37K | $2.9M | 0.4% | |
| Fidelity Freedom 2010 Fund 186.021 shares | Mutual Funds | — | — | $2.6M | 0.3% | |
| Fidelity Freedom Fund 144,703 shares | Mutual Funds | — | $145K | $1.5M | 0.2% | |
| Fidelity Government Money Market Fund 900,398 shares | Mutual Funds | — | $900K | $900K | 0.1% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $2K | $384K | <0.1% | |
| Fidelity Freedom 2070 Fund 555 shares | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HUNTER MICHAEL INVESTMENT ADVISORS | 54-1870462 | — | CONSULTANT | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS,LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $20K | — |
| DSM PENSION SERVICES | 14-0754660 | — | ACCOUNTANT/AUDITOR | $7K | — |
