Susan Giroux signed Carrier Group Benefits, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carrier Group Benefits, LLC's EIN is 83-2483336.
Download the official 2024 Form 5500 (PDF) for Carrier Group Benefits, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carrier Group Benefits, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Retirement 2030 Fund Mutual Fund | Other securities | — | — | $1.0M | 20.9% | |
| Retirement 2025 Fund Mutual Fund | Other securities | — | — | $720K | 14.5% | |
| Retirement 2045 Fund Mutual Fund | Other securities | — | — | $666K | 13.4% | |
| Retirement 2035 Fund Mutual Fund | Other securities | — | — | $637K | 12.8% | |
| Retirement 2055 Fund Mutual Fund | Other securities | — | — | $390K | 7.8% | |
| Retirement 2050 Fund Mutual Fund | Other securities | — | — | $376K | 7.6% | |
| Retirement 2040 Fund Mutual Fund | Other securities | — | — | $352K | 7.1% | |
| Retirement 2060 Fund Mutual Fund | Other securities | — | — | $259K | 5.2% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $190K | 3.8% | |
| Retirement 2020 Fund Mutual Fund | Other securities | — | — | $160K | 3.2% | |
| Retirement 2065 Fund Mutual Fund | Other securities | — | — | $118K | 2.4% | |
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $20K | 0.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $7K | 0.1% | |
| Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Government Money Fund Money Market 314 MFS New Discovery Value Fund Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLACKROCK FUNDS |
| 04-6171663 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $6K | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
