Nichole Ricketts signed Avantor Funding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avantor Funding, Inc.'s EIN is 81-3921566.
Download the official 2024 Form 5500 (PDF) for Avantor Funding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avantor Funding, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $428K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | INVESTMENT ADVISORY | $166K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $89.1M | 13.8% | |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $75.5M | 11.6% | |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $74.0M | 11.4% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $59.2M | 9.1% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $50.6M | 7.8% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $47.0M | 7.2% | |
| Vanguard Institutional Index Fund Registered investment company | Common Collective Trusts | — | — | $46.4M | 7.2% | |
| JPMorgan Large Cap Growth Fund Registered investment company | Common Stocks | — | — | $34.9M | 5.4% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $30.4M | 4.7% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $16.7M | 2.6% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $16.5M | 2.5% | |
| NEW YORK LIFE SV ANCHOR ACCT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 002 | Pooled Separate Account | — | — | $14.6M | 2.2% | |
| Vanguard Mid-Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $11.8M | 1.8% | |
| Vanguard Target Retirement Income Trust I Fund Common collective trust | Common Collective Trusts | — | — | $11.1M | 1.7% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.1M | 1.7% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $10.7M | 1.6% | |
| Vanguard Small-Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $9.8M | 1.5% | |
| 9.50% through 2029 | Bonds / Notes | — | — | $8.7M | 1.3% | |
| Self-directed accounts Self-directed accounts | Self-Directed Brokerage | — | — | $7.5M | 1.2% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $6.6M | 1.0% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.0% | |
| Vanguard Total Bond Market Index Fund Registered investment company | Common Collective Trusts | — | — | $6.4M | 1.0% | |
| Vanguard Total International Stock Index Fund Registered investment company | Common Collective Trusts | — | — | $6.4M | 1.0% | |
| BlackRock Total Return Fund Registered investment company | Common Stocks | — | — | $2.9M | 0.4% | |
| Great Gray Trust EuroPacific Growth Fund Common collective trust | Common Collective Trusts | — | — | $2.3M | 0.4% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| Allspring Special Small Cap Value Fund Registered investment company | Common Stocks | — | — | $1.7M | 0.3% | |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $446K | <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 |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | 83-0414789 | — | ACCOUNTANT | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE | 41-0244008 | — | LEGAL | $13K | — |
