Patricia Martin signed Centerpoint Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerpoint Energy, Inc.'s EIN is 74-0694415.
Download the official 2024 Form 5500 (PDF) for Centerpoint Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerpoint Energy, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | PROFESSIONAL MANAGEMENT | $2.0M | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $554K | — |
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 |
|---|---|---|---|---|---|
| T. ROWE PRICE STABLE ASSETS MGMT IN | 52-0556948 | — | INVESTMENT MANAGER | $720K | — |
| GOLDMAN SACHS ASSET MANAGEMENT COMP | 13-3575636 | — | INVESTMENT MANAGER | $302K | — |
| BLACKROCK | 94-3112180 | — | INVESTMENT MANAGER | $182K | — |
| CALLAN MANAGEMENT | 94-2192581 | — | CONSULTANT | $110K | — |
| ALIGHT SOLUTIONS LLC(TEMPO HOLDING) | 82-1061233 | — | CONSULTANT | $18K | — |
| MELLON CAPITAL MGMT. CORP | 25-1442864 | — | INVESTMENT MANAGER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $203K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONNELL AND JONES LLP | 76-0488832 | — | AUDITOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $514.6M | 16.7% | |
| STABLE VALUE FUND SYNTHETIC GUARANTEED INVESTMENT CONTRACTS | Stable Value | — | — | $281.8M | 9.2% | |
| CENTERPOINT ENERGY INC COM COMPANY STOCK FUND | Common Stocks | — | — | $242.5M | 7.9% | |
| RUSSELL 1000 GROWTH FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3330725 / PN 001 | Common Collective Trust | — | — | $188.4M | 6.1% | |
| TARGET RETIREMENT 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $132.9M | 4.3% | |
| TARGET RETIREMENT 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $117.2M | 3.8% | |
| COLLECTIVE INVT TR CORE PLUS BD FD PRUDENTIAL INVESTMENT MANAGEMENT · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $101.1M | 3.3% | |
| TARGET RETIREMENT 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $99.2M | 3.2% | |
| TARGET RETIREMENT 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $97.3M | 3.2% | |
| TARGET RETIREMENT 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $96.0M | 3.1% | |
| TARGET RETIREMENT 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $91.5M | 3.0% | |
| VOYA CORE PLUS TRUST FUND VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 022 | Common Collective Trust | — | — | $89.8M | 2.9% | |
| RUSSELL 1000 VALUE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3330726 / PN 001 | Common Collective Trust | — | — | $88.3M | 2.9% | |
| LSV VALUE EQUITY FUND EQUITY SECURITY AND FUNDS | Other securities | — | — | $82.8M | 2.7% | |
| EB DAILY LIQUIDITY AGGREGATE BOND I THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 085 | Common Collective Trust | — | — | $81.3M | 2.6% | |
| TARGET RETIREMENT 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $67.5M | 2.2% | |
| TARGET RETIREMENT 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $52.8M | 1.7% | |
| WTC-CIF II SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $49.5M | 1.6% | |
| SCHRODER INTL MULTI-CAP VALUE TRUST SCHRODER COLLECTIVE INVESTMENT TRUST · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $49.2M | 1.6% | |
| HARDING LOEVNER INTL EQUITY COLLECT GLOBAL TRUST COMPANY - HARDING LOEVNER · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $47.4M | 1.5% | |
| ACWI EX-US SUPERFUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $42.5M | 1.4% | |
| RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $41.8M | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANT LOANS CENTERPOINT ENERGY SAVINGS PLAN LOANS ISSUED AT INTEREST RATES FROM 4.25% TO 8.25% | Bonds / Notes | — | — | $34.0M | 1.1% | |
| TARGET RETIREMENT INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $26.5M | 0.9% | |
| TARGET RETIREMENT 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $22.3M | 0.7% | |
| MICROSOFT CORP. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $21.9M | 0.7% | |
| TARGET RETIREMENT 2015 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083953 / PN 001 | Common Collective Trust | — | — | $20.6M | 0.7% | |
| AMAZON COM INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $16.4M | 0.5% | |
| ALPHABET INC. CAPITAL STOCK CLASS A EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $16.0M | 0.5% | |
| APPLE INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $11.4M | 0.4% | |
| META PLATFORMS INC EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $11.0M | 0.4% | |
| INTUIT EQUITY SECURITY AND FUNDS | Other securities | — | — | $7.4M | 0.2% | |
| TARGET RETIREMENT 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.4M | 0.2% | |
| ALPHABET INC CAPITAL STOCK CLASS C EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $6.2M | 0.2% | |
| UNITEDHEALTH GROUP INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $5.3M | 0.2% | |
| SALESFORCE INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $4.1M | 0.1% | |
| INTUITIVE SURGICAL INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $4.0M | 0.1% | |
| CIGNA CORP. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.9M | 0.1% | |
| NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT FUND | Common Collective Trusts | — | — | $3.7M | 0.1% | |
| STRYKER CORP. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.7M | 0.1% | |
| NETFLIX INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.6M | 0.1% | |
| VISA INC. CLASS A EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.5M | 0.1% | |
| ASML HOLDING NV EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.4M | 0.1% | |
| FORTINET INC EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.1M | 0.1% | |
| NVIDIA CORP EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.1M | 0.1% | |
| ROSS STORES INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.0M | <0.1% | |
| SERVICENOW INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $3.0M | <0.1% | |
| GLOBAL PMTS INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $2.7M | <0.1% | |
| SNAP INC. EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $2.7M | <0.1% | |
| FISERV INC EQUITY SECURITY AND FUNDS | Common Stocks | — | — | $2.6M | <0.1% |
