Verna English signed Daikin Comfort Technologies Manufacturing, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daikin Comfort Technologies Manufacturing, L.P.'s EIN is 76-0423371.
Download the official 2024 Form 5500 (PDF) for Daikin Comfort Technologies Manufacturing, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daikin Comfort Technologies Manufacturing, L.P.'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 | $654K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 76-0423371 | — | INVESTMENT ADVISORY | $38K |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Mutual Fund - American Balanced Fund R6 | Mutual Funds | — | — | $143.6M | 22.6% | |
| Vanguard Group Mutual Fund - US Growth Fund | Mutual Funds | — | — | $78.7M | 12.4% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $62.1M | 9.8% | |
| Fidelity Investments Mutual Fund - 500 Index Fund | Common Collective Trusts | — | — | $51.8M | 8.1% | |
| SSGA TARGET RET 2040 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $30.1M | 4.7% | |
| Dodge and Cox Funds Mutual Fund - Foreign Stock Fund | Mutual Funds | — | — | $30.1M | 4.7% | |
| SSGA TARGET RET 2030 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $29.8M | 4.7% | |
| T. Rowe Price Funds Mutual Fund - Small Cap Stock | Other securities | — | — | $26.8M | 4.2% | |
| Fidelity Investments Mutual Fund - Extended Market Index Fund | Common Collective Trusts | — | — | $20.4M | 3.2% | |
| SSGA TARGET RET 2035 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $18.4M | 2.9% | |
| SSGA TARGET RET 2050 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $16.1M | 2.5% | |
| Participant Loans Maturity Dates Ranging from 2025 to 2045 and Interest Rates Ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $15.0M | 2.4% | |
| American Funds Mutual Fund - Europacific Growth Fund R6 | Mutual Funds | — | — | $14.9M | 2.3% | |
| SSGA TARGET RET 2045 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $14.5M | 2.3% | |
| LOOMIS SAYLES INV GRD BD TR D LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 004 | Common Collective Trust | — | — | $14.3M | 2.3% | |
| SSGA TARGET RET 2025 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $11.9M | 1.9% | |
| SSGA TARGET RET 2055 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $8.1M | 1.3% | |
| SSGA TARGET RET 2060 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $6.8M | 1.1% | |
| Fidelity Investments Mutual Fund - U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.6M | 1.0% | |
| Fidelity Investments Mutual Fund - Total International Index Fund | Common Collective Trusts | — | — | $5.3M | 0.8% | |
| SSGA TARGET RET 2020 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $5.3M | 0.8% | |
| SSGA TARGET RET 2065 VI FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| State Street Bank and Trust Common/Collective Trust Fund - Target Return Income | Common Collective Trusts | — | — | $2.0M | 0.3% | |
| SSGA TARGET RET INC VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MERCER | 13-2834414 | — | INVESTMENT ADVISORY | $38K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN ROBSON | 38-3635706 | — | ACCOUNTANT | $23K | — |
| WILLIAMS DISTRIBUTING CO | 38-1860494 | — | ACCOUNTANT | $15K | — |
