Anthony Warren signed Carrier Process Equipment Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carrier Process Equipment Group, Inc.'s EIN is 81-2418317.
Download the official 2023 Form 5500 (PDF) for Carrier Process Equipment Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Carrier Process Equipment Group, Inc.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | 39-2018056 | SAINT LOUIS, MO | FINANCIAL ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S Lord Abbett Core Fixed Income Fund Class I | Mutual Funds | — | $839K | $841K | 12.7% | |
| Vanguard BD Index FDS Vanguard Total BD Market ETF | Mutual Funds | — | $749K | $733K | 11.1% | |
| PGIM Total Return Bond Fund Class Z | Other securities | — | $473K | $481K | 7.3% | |
| Invesco TR S&P 500 Equal Weight ETF | Common Collective Trusts | — | $410K | $432K | 6.5% | |
| BNY Mellon Core Plus Fund Class I | Other securities | — | $351K | $361K | 5.5% | |
| SPDR SER TR S&P Biotech ETF I | Other securities | — | $253K | $339K | 5.1% | |
| Ishares TR Core S&P Mid Cap ETF | Other securities | — | $294K | $315K | 4.8% | |
| American Century ETF TR Avantis International Small-Cap Value ETF | Other securities | — | $207K | $210K | 3.2% | |
| Ishares TR Core S&P 500 ETF | Common Collective Trusts | — | $203K | $206K | 3.1% | |
| S Amazon Common shares | Common Stocks | — | $118K | $178K | 2.7% | |
| Nextera Energy Inc. Common shares | Common Stocks | — | $141K | $175K | 2.7% | |
| Schwab Strategic TR Intl Equity ETF | Mutual Funds | — | $178K | $171K | 2.6% | |
| Vanguard Intl Equity Index FDS FTSE Emerging Mkts ETF | Common Collective Trusts | — | $148K | $150K | 2.3% | |
| Freeport-McMoran Inc. Common shares | Common Stocks | — | $116K | $145K | 2.2% | |
| Dimensional ETF TR U.S. Small Cap ETF | Mutual Funds | — | $112K | $130K | 2.0% | |
| Teck Res LTD CL B Sub VTG SHS Common shares | Common Stocks | — | $109K | $128K | 1.9% | |
| Fidelity Advisor Growth Opportunities Fund Class I | Mutual Funds | — | $111K | $126K | 1.9% | |
| SPDR SER TR Dow Jones REIT EFT | Common Stocks | — | $123K | $121K | 1.8% | |
| First Eagle Small Cap Opportunity Fund Class I | Other securities | — | $100K | $104K | 1.6% | |
| Microsoft Corp Common shares | Common Stocks | — | $68K | $95K | 1.4% | |
| Pzena Emerging Mkts Value Fund Institutional Class | Other securities | — | $89K | $93K | 1.4% | |
| Virtus KAR Emerging Mkts Small Cap Fund Class I | Other securities | — | $87K | $91K | 1.4% | |
| Neuberger Berman Large Cap Value Fd Institutional Class | Other securities | — | $68K | $85K | 1.3% | |
| Caesars Entertainment Inc. Common shares | Common Stocks | — | $67K | $75K | 1.1% | |
| Penn Entertainment Inc. Common shares | Common Stocks | — | $53K | $70K | 1.1% | |
| Constellation Brands Inc. Class A Common shares | Common Stocks | — | $71K | $69K | 1.1% | |
| Palo Alto Networks Inc. Common shares | Common Stocks | — | $40K | $67K | 1.0% | |
| Mastercard Inc. Class A Common shares | Common Stocks | — | $47K | $61K | 0.9% | |
| Apple Inc. Common shares | Common Stocks | — | $43K | $61K | 0.9% | |
| MONEY MARKET FUNDS * Northwest Mutual NM FDIC Insured Deposit Program | Cash / Money Market | — | $57K | $57K | 0.9% | |
| ASML Holding N.V. NY Registry SHS Common shares | Common Stocks | — | $57K | $56K | 0.9% | |
| Global X FDS Global Copper Miners EFT New | Other securities | — | $41K | $56K | 0.9% | |
| S&P Global Inc. Common shares | Common Stocks | — | $32K | $40K | 0.6% | |
| Costar Group Inc. Common shares | Common Stocks | — | $36K | $38K | 0.6% | |
| Chipotle Mexican Grill Inc. Common shares | Common Stocks | — | $34K | $36K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
