John Steele 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 401(k) feature, profit-sharing, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | Mutual Funds | — | — | $4.8M | 19.9% | |
| Vanguard Group 500 Index Admiral | Common Collective Trusts | — | — | $4.0M | 16.8% | |
| Empower Guaranteed Interest Fund | Other securities | — | — | $2.8M | 11.6% | |
| American Funds 2035 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $1.1M | 4.7% | |
| Empower Intl Value Fund Institutional Class | Other securities | — | — | $1.1M | 4.5% | |
| Vanguard Group Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.0M | 4.2% | |
| American Funds 2050 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $994K | 4.2% | |
| American Funds 2030 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $934K | 3.9% | |
| Western Asset Core Bond I | Other securities | — | — | $842K | 3.5% | |
| MFS New Discovery Fund | Mutual Funds | — | — | $717K | 3.0% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $625K | 2.6% | |
| Hartford Dividend and Growth Fund | Other securities | — | — | $592K | 2.5% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $574K | 2.4% | |
| John Hancock Disc Value Mid Cap Fund | Other securities | — | — | $538K | 2.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $389K | 1.6% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $341K | 1.4% | |
| American Funds 2040 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $332K | 1.4% | |
| American Funds 2045 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $289K | 1.2% | |
| 9.50% $0 | Bonds / Notes | — | — | $276K | 1.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $253K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $252K | 1.1% | |
| American Funds 2060 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $237K | 1.0% | |
| American Funds 2055 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $199K | 0.8% | |
| Vanguard LT Treasury Ind Admiral | Mutual Funds | — | — | $196K | 0.8% | |
| AB Global Bond Adv | Other securities | — | — | $145K | 0.6% | |
| American Funds 2025 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $135K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $106K | 0.4% | |
| American Funds 2020 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $61K | 0.3% | |
| Pioneer Strategic Income Y | Other securities | — | — | $58K | 0.2% | |
| American Funds 2010 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $53K | 0.2% | |
| American Funds 2065 Trgt Date Rtmnt Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $29K | — |
| PNC BANK | — | CLEVELAND, OH | INVESTMENT ADVISOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIRMENT MGMT SERVICES LLC | 31-1560462 | — | CONTRACT ADMIN | $4K | — |
