Sarah Lalli signed Carrier Global Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carrier Global Corporation's EIN is 83-4051582.
Download the official 2024 Form 5500 (PDF) for Carrier Global Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carrier Global 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 | $689K | — |
| CONDUENT HUMAN RESOURCE SERVCS, LLC | 81-2983623 | — | NONE | $71K | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $975.7M | 97.8% | |
| S&P 500 INDEX FUND CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $387.5M | 38.8% | |
| INTERNATIONAL INDEX FUND CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 157 | Common Collective Trust | — | — | $127.5M | 12.8% | |
| RUSSELL SMALL/MID CAP FUND CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 453 | Common Collective Trust | — | — | $120.1M | 12.0% | |
| ALLIANCEBERNSTEIN BALANCED 60/40 ALLIANCEBERNSTEIN · EIN 04-6948485 / PN 032 | Common Collective Trust | — | — | $101.9M | 10.2% | |
| INTERMEDIATE STABLE VALUE FD NO.734 VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 007 | Pooled Separate Account | — | — | $67.7M | 6.8% | |
| U.S. GOVERNMENT/CREDIT BOND FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 329 | Common Collective Trust | — | — | $66.1M | 6.6% | |
| REAL ASSET FUND CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 374 | Common Collective Trust | — | — | $54.7M | 5.5% | |
| EMERGING MARKETS INDEX FUND CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 496 | Common Collective Trust | — | — | $38.1M | 3.8% | |
| 1-10 YEAR (TIPS)INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 396 | Common Collective Trust | — | — | $9.4M | 0.9% | |
| U.S. SHORT-TERM FUND CLASS A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 279 | Common Collective Trust | — | — | $2.6M | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $253K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MNGMNT, LLC | 36-3297908 | — | NONE | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | NONE | $182K | — |
| WILLIS TOWERS WATSON | 52-1868818 | — | NONE | $124K | — |
| ALLIANCEBERNSTEIN L.P. | 13-4064930 | — | NONE | $77K | — |
| PERSHING LLC | 13-2741729 | — | NONE | $0 | — |
