Sandra McMahon signed Kysor Warren EPTA US Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kysor Warren EPTA US Corporation's EIN is 61-1918959.
Download the official 2024 Form 5500 (PDF) for Kysor Warren EPTA US Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kysor Warren EPTA US 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FDM IDX 2030 IPR | Mutual Funds | — | — | $4.9M | 20.1% | |
| Fidelity FDM IDX 2035 IPR | Common Collective Trusts | — | — | $4.5M | 18.7% | |
| Fidelity FDM IDX 2025 IPR | Common Collective Trusts | — | — | $3.7M | 15.1% | |
| Fidelity FDM IDX 2040 IPR | Common Collective Trusts | — | — | $3.2M | 13.3% | |
| Fidelity FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.7M | 6.9% | |
| Fidelity FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.2M | 5.0% | |
| s * Fidelity Managed Income Portfolio Class 2 | Common Collective Trusts | — | — | $1.0M | 4.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.0M | 4.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $757K | 3.1% | |
| Fidelity FDM IDX 2020 IPR | Common Collective Trusts | — | — | $693K | 2.8% | |
| Fidelity FDM IDX 2055 IPR | Common Collective Trusts | — | — | $596K | 2.5% | |
| Collective Investment Trust AB US Fund Large Growth | Common Collective Trusts | — | — | $355K | 1.5% | |
| AB US LG CP GR CIT R GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $355K | 1.5% | |
| Fidelity FDM IDX 2060 IPR | Common Collective Trusts | — | — | $238K | 1.0% | |
| Fidelity FDM IDX 2065 IPR | Common Collective Trusts | — | — | $210K | 0.9% | |
| T. Rowe Price TRP Value | Other securities | — | — | $145K | 0.6% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $78K | 0.3% | |
| Fidelity EXTD MKT IDX | Common Collective Trusts | — | — | $62K | 0.3% | |
| Fidelity US Bond IDX | Common Collective Trusts | — | — | $54K | 0.2% | |
| DFA US Target Value I | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity FDM IDX 2010 IPR | Common Collective Trusts | — | — | $37K | 0.2% | |
| Baird Core Plus Institutional | Other securities | — | — | $33K | 0.1% | |
| AF EuroPac Growth R6 | Other securities | — | — | $28K | 0.1% | |
| Fidelity GLB EX US IDX | Common Collective Trusts | — | — | $24K | <0.1% | |
| Fidelity FDM IDX 2015 IPR | Common Collective Trusts | — | — | $19K | <0.1% | |
| Fidelity FDM IDX INC IPR | Common Collective Trusts | — | — | $12K | <0.1% | |
| Fidelity FDM IDX 2070 IPR | Common Collective Trusts | — | — | $3K | <0.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $73 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
