SARA Hardel signed Embecta Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Embecta Corp.'s EIN is 87-1583942.
Download the official 2024 Form 5500 (PDF) for Embecta Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Embecta Corp.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), automatic enrollment, ERISA 404(c) participant direction.
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 | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG U.S. LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $60K | — |
| EXPERIS US, 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund 133,313 shares | Common Collective Trusts | — | — | $27.2M | 16.7% | |
| Fidelity Investments Growth Company K6 Fund 583,705 shares | Mutual Funds | — | — | $17.8M | 10.9% | |
| BlackRock LifePath Index 2040 Fund 897,914 shares | Other securities | — | — | $16.3M | 10.0% | |
| BTC LPATH IDX 2040 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1532549 / PN 001 | Common Collective Trust | — | — | $16.3M | 10.0% | |
| BlackRock LifePath Index 2030 Fund 813,238 shares | Other securities | — | — | $13.0M | 8.0% | |
| BTC LPATH IDX 2030 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1498398 / PN 001 | Common Collective Trust | — | — | $13.0M | 8.0% | |
| Fidelity Investments Mid-Cap Index Fund 314,936 shares | Common Collective Trusts | — | — | $10.6M | 6.5% | |
| BlackRock LifePath Index Retirement Fund 699,917 shares | Other securities | — | — | $9.9M | 6.1% | |
| BTC LPATH IDX RET N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1458076 / PN 001 | Common Collective Trust | — | — | $9.9M | 6.1% | |
| Invesco Stable Value Fund 9,887,044 shares | Stable Value | — | — | $9.9M | 6.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.9M | 6.1% | |
| BlackRock LifePath Index 2050 Fund 439,449 shares | Other securities | — | — | $8.7M | 5.3% | |
| BTC LPATH IDX 2050 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1562543 / PN 001 | Common Collective Trust | — | — | $8.7M | 5.3% | |
| BlackRock LifePath Index 2035 Fund 497,283 shares | Other securities | — | — | $8.5M | 5.2% | |
| BTC LPATH IDX 2035 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1513534 / PN 001 | Common Collective Trust | — | — | $8.5M | 5.2% | |
| BlackRock LifePath Index 2045 Fund 380,268 shares | Other securities | — | — | $7.3M | 4.5% | |
| BTC LPATH IDX 2045 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1546505 / PN 001 | Common Collective Trust | — | — | $7.3M | 4.5% | |
| BlackRock LifePath Index 2055 Fund 250,317 shares | Other securities | — | — | $5.0M | 3.1% | |
| BTC LPATH IDX 2055 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1578259 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.1% | |
| STATE STREET ENHANCED U.S. SMALL STATE STREET GLOBAL ADVISORS TRUST · EIN 90-0337987 / PN 115 | Common Collective Trust | — | — | $4.9M | 3.0% | |
| BlackRock LifePath Index 2060 Fund 211,110 shares | Other securities | — | — | $4.2M | 2.6% | |
| BTC LPATH IDX 2060 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1592041 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.6% | |
| Fidelity Investments Global ex U.S. Index Fund 220,143 shares | Common Collective Trusts | — | — | $3.2M | 1.9% | |
| Vanguard Federal Money-Market Fund 2,658,030 shares | Mutual Funds | — | — | $2.7M | 1.6% | |
| Dodge & Cox Stock Fund Class X 7,786 shares | Mutual Funds | — | — | $2.0M | 1.2% | |
| Baird Advisors Aggregate Bond Fund 152,170 shares | Other securities | — | — | $1.5M | 0.9% | |
| Vanguard Group International Growth Adm 13,960 shares | Mutual Funds | — | — | $1.4M | 0.9% | |
| BlackRock LifePath Index 2065 Fund 79,776 shares | Other securities | — | — | $1.3M | 0.8% | |
| BTC LPATH IDX 2065 N BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1845096 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| BlackRock LifePath Index 2070 Fund 16,451 shares | Other securities | — | — | $163K | <0.1% | |
| BTC LPATH IDX 2070 N BLACKROCK INST. TRUST COMPANY, N.A. · EIN 99-3942623 / PN 001 | Common Collective Trust | — | — | $163K | <0.1% | |
| BTC LPATH IDX 2025 N BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-1483157 / 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.
| 39-1929719 |
| — |
| ACCOUNTANT/AUDITOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT | 59-0663819 | — | ATTORNEY/LEGAL | $19K | — |
