Kirk Ulrich signed Cyxtera Management, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cyxtera Management, Inc.'s EIN is 82-0800913.
Download the official 2023 Form 5500 (PDF) for Cyxtera Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cyxtera Management, 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 | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $11.9M | 15.4% | |
| Vanguard Target Retirement Fund Mutual fund | Mutual Funds | — | — | $6.3M | 8.2% | |
| T. Rowe Price Blue Chip-I Mutual fund | Other securities | — | — | $6.2M | 8.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.2M | 6.8% | |
| Vanguard Total International Stock Index Admiral Mutual fund | Mutual Funds | — | — | $4.9M | 6.4% | |
| Vanguard Tg Retirement 2040 Mutual fund | Mutual Funds | — | — | $4.7M | 6.1% | |
| Vanguard Tg Retirement 2030 Mutual fund | Mutual Funds | — | — | $4.1M | 5.4% | |
| Vanguard Tg Retirement 2035 Mutual fund | Mutual Funds | — | — | $3.7M | 4.8% | |
| Vanguard Mid Cap Index-Adm Mutual fund | Mutual Funds | — | — | $3.2M | 4.2% | |
| Vanguard Tg Retirement 2025 Mutual fund | Mutual Funds | — | — | $2.5M | 3.2% | |
| Mfs Intern Diversificatn-R4 Mutual fund | Mutual Funds | — | — | $2.3M | 3.0% | |
| Vanguard Tg Retirement 2045 Mutual fund | Mutual Funds | — | — | $2.2M | 2.9% | |
| Self-Directed Brokerage Accounts Publicly traded securities | Self-Directed Brokerage | — | — | $2.1M | 2.7% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.7% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.1M | 2.7% | |
| Vanguard Inflat-Prot Secs-Adm Mutual fund | Mutual Funds | — | — | $2.0M | 2.5% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.4% | |
| through June 2028 | Other securities | — | — | $1.5M | 2.0% | |
| Vanguard Tg Retirement 2055 Mutual fund | Mutual Funds | — | — | $824K | 1.1% | |
| Vanguard Tg Retirement 2060 Mutual fund | Mutual Funds | — | — | $811K | 1.1% | |
| Vanguard Tg Retirement 2050 Mutual fund | Mutual Funds | — | — | $696K | 0.9% | |
| Vanguard Tg Retirement 2020 Mutual fund | Mutual Funds | — | — | $599K | 0.8% | |
| Vanguard Tg Retirement 2070 Mutual fund | Mutual Funds | — | — | $55K | <0.1% | |
| Vanguard Tg Retirement 2065 Mutual fund | Mutual Funds | — | — | $33K | <0.1% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
