SCOT Porter signed CSL Berkshire Operating Company,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSL Berkshire Operating Company,'s EIN is 81-3363591.
Download the official 2024 Form 5500 (PDF) for CSL Berkshire Operating Company, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSL Berkshire Operating Company,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITHBROWN, PC | 22-2027092 | — | ACCOUNTANT | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.0M | 17.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $698K | 11.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $670K | 11.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $458K | 7.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $433K | 7.2% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $286K | 4.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $283K | 4.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $243K | 4.1% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $166K | 2.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $127K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $81K | 1.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $71K | 1.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $70K | 1.2% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $55K | 0.9% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $52K | 0.9% | |
| AB US LG CAP GR P-1 WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $44K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $44K | 0.7% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $40K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $35K | 0.6% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $31K | 0.5% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $30K | 0.5% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $29K | 0.5% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $28K | 0.5% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $23K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $9K | 0.2% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $7K | 0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
