Teresa Deneen signed Ebsco Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ebsco Industries, Inc.'s EIN is 63-6014186.
Download the official 2024 Form 5500 (PDF) for Ebsco Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ebsco Industries, 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 | $236K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS,LL | 26-0058143 | — | INVESTMENT ADVISORY | $37K | — |
| MANAGEMENT PLANNING |
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 Investments Fidelity Frdm Idx 2035 Ins Pre a | Common Collective Trusts | — | — | $111.8M | 15.2% | |
| Fidelity Investments Fidelity Frdm Idx 2040 Ins Pre a | Common Collective Trusts | — | — | $96.3M | 13.1% | |
| Fidelity Investments Fidelity Frdm Idx 2030 Ins Pre a | Common Collective Trusts | — | — | $96.1M | 13.0% | |
| Fidelity Investments Fidelity Frdm Idx 2045 Ins Pre a | Common Collective Trusts | — | — | $80.1M | 10.9% | |
| Fidelity Investments Fidelity Frdm Idx 2050 Ins Pre a | Common Collective Trusts | — | — | $62.5M | 8.5% | |
| Fidelity Investments Fidelity Frdm Idx 2025 Ins Pre a | Common Collective Trusts | — | — | $48.9M | 6.6% | |
| Fidelity Investments Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $44.2M | 6.0% | |
| Fidelity Investments Fidelity Frdm Idx 2055 Ins Pre a | Common Collective Trusts | — | — | $37.4M | 5.1% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fund a | Other securities | — | — | $22.8M | 3.1% | |
| Fidelity Investments Fidelity Frdm Idx 2020 Ins Pre a | Common Collective Trusts | — | — | $16.6M | 2.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $14.6M | 2.0% | |
| Fidelity Investments Fidelity Frdm Idx 2060 Ins Pre a | Common Collective Trusts | — | — | $13.3M | 1.8% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fd a | Common Collective Trusts | — | — | $8.2M | 1.1% | |
| Fidelity Investments Fidelity International Idx Fund a | Common Collective Trusts | — | — | $6.2M | 0.8% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $5.1M | 0.7% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd a | Common Collective Trusts | — | — | $5.0M | 0.7% | |
| Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre a | Common Collective Trusts | — | — | $5.0M | 0.7% | |
| The American Funds Am Fds Europacific Grth R6 Fd a | Mutual Funds | — | — | $4.8M | 0.7% | |
| Fidelity Investments Fidelity Frdm Idx 2010 Ins Pre a | Common Collective Trusts | — | — | $4.5M | 0.6% | |
| Fidelity Investments Fidelity Frdm Idx 2015 Ins Pre a | Common Collective Trusts | — | — | $4.3M | 0.6% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $4.2M | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fund a | Common Collective Trusts | — | — | $4.2M | 0.6% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.7M | 0.5% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.9M | 0.4% | |
| SEI Trust Company Allspring Spec Sm Cp Value R6 a | Common Stocks | — | — | $2.7M | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.8M | 0.2% | |
| Fidelity Investments Fidelity Frdm Idx Inc Ins Prem a | Common Collective Trusts | — | — | $1.3M | 0.2% | |
| Big Cat Holdings, Inc. Big Cat Holdings, Inc. a | Common Stocks | — | — | $344K | <0.1% | |
| Fidelity Investments Fidelity Frdm Idx 2070 Ins Pre a | Common Collective Trusts | — | — | $127K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 21-0646362 |
| — |
| CONSULTANT |
| $14K |
| — |
