Tammy Large signed Mitel (Delaware), Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitel (Delaware), Inc.'s EIN is 86-0220994.
Download the official 2024 Form 5500 (PDF) for Mitel (Delaware), Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitel (Delaware), Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $74K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| 20 State Street Investment Management STATE ST TR 2030 K | Other securities | — | — | $33.0M | 14.5% | |
| 21 State Street Investment Management STATE ST TR 2035 K | Other securities | — | — | $28.3M | 12.4% | |
| 19 State Street Investment Management STATE ST TR 2025 K | Other securities | — | — | $24.4M | 10.7% | |
| 28 *Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $22.8M | 10.0% | |
| 22 State Street Investment Management STATE ST TR 2040 K | Other securities | — | — | $20.7M | 9.1% | |
| 23 State Street Investment Management STATE ST TR 2045 K | Other securities | — | — | $11.4M | 5.0% | |
| 5 T Rowe Price TRP GROWTH STOCK I | Mutual Funds | — | — | $10.5M | 4.6% | |
| 18 State Street Investment Management STATE ST TR 2020 K | Other securities | — | — | $9.1M | 4.0% | |
| 31 *Fidelity Investments VARIOUS | Mutual Funds | — | — | $6.2M | 2.7% | |
| 24 State Street Investment Management STATE ST TR 2050 K | Other securities | — | — | $6.0M | 2.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.9M | 2.6% | |
| 25 State Street Investment Management STATE ST TR 2055 K | Other securities | — | — | $5.8M | 2.5% | |
| 2 Dodge & Cox DODGE & COX INCOME I | Mutual Funds | — | — | $5.1M | 2.2% | |
| 12 Vanguard Investments VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $4.3M | 1.9% | |
| 6 T Rowe Price TRP MID CAP GROWTH I | Mutual Funds | — | — | $4.2M | 1.8% | |
| 29 Vanguard Investments VANG CR FED MM ADM | Mutual Funds | — | — | $3.6M | 1.6% | |
| 17 State Street Investment Management STATE ST TR INC K | Common Stocks | — | — | $3.6M | 1.6% | |
| 1 Pimco INCOME INST | Mutual Funds | — | — | $3.6M | 1.6% | |
| 7 Dimensional Fund Advisors DFA US TARGET VAL I | Mutual Funds | — | — | $3.2M | 1.4% | |
| 11 Vanguard Investments VANG INTL GROWTH ADM | Mutual Funds | — | — | $3.0M | 1.3% | |
| 4 Dimensional Fund Advisors DFA US SMALL CAP I | Mutual Funds | — | — | $2.3M | 1.0% | |
| 8 Dimensional Fund Advisors DFA INTL VALUE I | Mutual Funds | — | — | $1.9M | 0.8% | |
| PARTICIPANT LOANS Interest Rates between 4.25% and 9.50% | Bonds / Notes | — | — | $1.7M | 0.8% | |
| 14 Dimensional Fund Advisors DFA EMERGING MKTS I | Mutual Funds | — | — | $1.6M | 0.7% | |
| 3 Vanguard Investments VANG SELECTED VALUE | Mutual Funds | — | — | $1.2M | 0.5% | |
| 13 Vanguard Investments VANG ST INF PS IDX A | Common Collective Trusts | — | — | $1.2M | 0.5% | |
| 16 Dimensional Fund Advisors DFA LARGE CAP INTL I | Mutual Funds | — | — | $1.1M | 0.5% | |
| 26 State Street Investment Management STATE ST TR 2060 K | Other securities | — | — | $769K | 0.3% | |
| 10 Innealta Capital ACCLIVITY SM CP VL I | Other securities | — | — | $598K | 0.3% | |
| 27 Dimensional Fund Advisors DFA REAL EST SEC I | Mutual Funds | — | — | $467K | 0.2% | |
| 15 Dimensional Fund Advisors DFA INTL SMALL CO I | Mutual Funds | — | — | $187K | <0.1% | |
| 9 State Street Investment Management STATE ST TR 2065 K | Other securities | — | — | $111K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $69K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN, P | 86-0751928 | — | ACCOUNTANT/AUDITOR | $12K | — |
