Marcello Schutzer signed Fluidra North America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fluidra North America's EIN is 81-4198874.
Download the official 2024 Form 5500 (PDF) for Fluidra North America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fluidra North America'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $186K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | RETAINED BY EMPLOYER | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $103.4M | 98.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $10.4M | 9.9% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $8.7M | 8.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $7.9M | 7.5% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $7.7M | 7.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $5.6M | 5.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $4.8M | 4.5% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.9% | |
| NUVEEN LIFECYCLE RET IDX INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $2.9M | 2.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2025 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $2.8M | 2.7% | |
| COHEN STEERS US REALTY COHEN AND STEERS · EIN 47-1211722 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| METLIFE SV SOLUTIONS FUND IV J RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $759K | 0.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $331K | 0.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 SEI TRUST COMPANY · EIN 27-3441498 / PN 048 | Common Collective Trust | — | — | $197K | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZODIAC POOL SYSTEMS LLC | 52-2195614 | — | RETAINED BY EMPLOYER | $16K | — |
| MERCER | — | NEW YORK, NY | RETAINED BY EMPLOYER | $16K | — |
| JGD & ASSCOCIATES | — | SAN DIEGO, CA | RETAINED BY EMPLOYER | $12K | — |
