Sarah Kattapong signed Loomis Armored US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loomis Armored US, LLC's EIN is 75-0117200.
Download the official 2024 Form 5500 (PDF) for Loomis Armored US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loomis Armored US, LLC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | — | CHICAGO, IL | CONSULTANT | $172K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDX SL CL II STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $39.9M | 15.4% | |
| INVESCO STABLE VALUE TRUST CLASS B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $30.7M | 11.9% | |
| MERCERWISE 2050 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $24.7M | 9.6% | |
| MERCERWISE 2055 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3367468 / PN 022 | Common Collective Trust | — | $19.1M | $23.4M | 9.0% | |
| MERCERWISE 2045 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $20.2M | 7.8% | |
| MERCERWISE 2035 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $16.6M | 6.4% | |
| MERCERWISE 2040 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $16.2M | 6.3% | |
| MERCERWISE 2060 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $15.1M | 5.9% | |
| MERCERWISE 2030 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $14.3M | 5.5% | |
| MERCER SMALL MID CAP STOCK FUND MERCER GROUP TRUST · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $12.8M | 4.9% | |
| Participant loans Participant loans with varying maturity dates and interest rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $9.7M | 3.8% | |
| LOAN FUND LOANS | Other securities | — | $9.7M | $9.7M | 3.7% | |
| MERCERWISE 2025 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $8.4M | 3.3% | |
| MERCER INTERNATIONAL STOCK FUND MERCER GROUP TRUST · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $8.3M | 3.2% | |
| MERCERWISE 2065 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $4.8M | 1.8% | |
| STATE STREET US BND INDX SL CL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.2M | 1.6% | |
| SSGA RUSSELL SMALL/MID CAP INDEX CL STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| MERCERWISE 2020 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| MERCERWISE TARGET DATE INCOME FUND MERCER GROUP TRUST · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| MERCER DIVERSIFIED BOND FUND MERCER GROUP TRUST · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| STATE STREET GBL ALLCP EQ EX-US IDX STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | $817K | $897K | 0.3% | |
| MERCERWISE 2070 TARGET DATE CLASS C MERCER GROUP TRUST · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $370K | 0.1% | |
| STATE STREET REAL ASSET NON-LENDING STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $369K | 0.1% | |
| Non-Participant Directed Investment BlackRock FedFund Registered Investment Company | Common Stocks | — | — | $78K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $8K | $8K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $6K | $6K | <0.1% |
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 |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-2492570 | — | ACCOUNTANT | $21K | — |
