Magdalena Vintrova signed OTIS Worldwide Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTIS Worldwide Corporation's EIN is 83-3789412.
Download the official 2024 Form 5500 (PDF) for OTIS Worldwide Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTIS Worldwide Corporation'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 |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $258K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $131K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Global Advisors S&P 500 Index Ser A Common/collective trust | Common Collective Trusts | — | — | $192.0M | 40.4% | |
| S&P 500 LENDING SERIES FUND A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $192.0M | 40.4% | |
| INTERNATIONAL INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 157 | Common Collective Trust | — | — | $72.4M | 15.2% | |
| State Street Global Advisors SMID Cap Common/collective trust | Common Collective Trusts | — | — | $56.8M | 11.9% | |
| SMALL/MID CAP FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $56.8M | 11.9% | |
| ALLIANCEBERNSTEIN BALANCED 60/40 ALLIANCEBERNSTEIN · EIN 04-6948485 / PN 000 | Common Collective Trust | — | — | $32.3M | 6.8% | |
| REAL ESTATE FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 374 | Common Collective Trust | — | — | $29.2M | 6.1% | |
| INTERMEDIATE STABLE VALUE FD NO.734 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $28.2M | 5.9% | |
| State Street Global Advisors Emerging Market Common/collective trust | Common Collective Trusts | — | — | $23.7M | 5.0% | |
| EMERGING MARKETS INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 496 | Common Collective Trust | — | — | $23.7M | 5.0% | |
| State Street Global Advisors US Gov't Common/collective trust | Common Collective Trusts | — | — | $22.6M | 4.8% | |
| U.S. GOVERNMENT/CREDIT BOND FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 329 | Common Collective Trust | — | — | $22.6M | 4.8% | |
| Alight Financial Solutions Self Directed Brokerage Mutual Funds | Self-Directed Brokerage | — | — | $5.2M | 1.1% | |
| 9.5% maturing through 2030 | Bonds / Notes | — | — | $5.0M | 1.0% | |
| State Street Global Advisors Tips Common/collective trust | Common Collective Trusts | — | — | $3.4M | 0.7% | |
| U.S. TREASURY INFLATION FUND (TIPS) STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 103 | Common Collective Trust | — | — | $3.4M | 0.7% | |
| State Street Global Advisors Gov’t Short Term Investment Fund Interest bearing cash | Cash / Money Market | — | — | $1.0M | 0.2% | |
| U.S. SHORT-TERM FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 279 | Common Collective Trust | — | — | $960K | 0.2% |
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 |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST CO | 04-1867445 | — | NONE | $139K | — |
| ALLIANCEBERNSTEIN L.P. | 13-4064930 | — | NONE | $86K | — |
| AON | 22-2232264 | — | NONE | $16K | — |
| PERSHING LLC | 13-2741729 | — | NONE | $0 | — |
