Celestino Santos signed Metso USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metso USA Inc.'s EIN is 88-0298664.
Download the official 2024 Form 5500 (PDF) for Metso USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metso USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $94K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Sm Cap Index Inst Fd | Mutual Funds | — | $0 | $31.1M | 11.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $31.1M | 11.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $26.7M | 9.5% | |
| MORLEY STABLE VALUE III FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $26.7M | 9.5% | |
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $21.7M | 7.7% | |
| Vanguard Mid Cp Idx Instl Fund | Common Collective Trusts | — | $0 | $21.7M | 7.7% | |
| Fidelity Frdm Idx 2035 Ins Pre | Common Collective Trusts | — | $0 | $18.2M | 6.5% | |
| Fidelity Frdm Idx 2020 Ins Pre | Common Collective Trusts | — | $0 | $17.9M | 6.4% | |
| Fidelity Frdm Idx 2030 Ins Pre | Common Collective Trusts | — | $0 | $17.4M | 6.2% | |
| Fidelity Frdm Idx 2040 Ins Pre | Common Collective Trusts | — | $0 | $15.1M | 5.4% | |
| Fidelity Frdm Idx 2045 Ins Pre | Common Collective Trusts | — | $0 | $13.4M | 4.8% | |
| Fidelity Frdm Idx 2025 Ins Pre | Common Collective Trusts | — | $0 | $12.7M | 4.5% | |
| Fidelity Frdm Idx 2050 Ins Pre | Common Collective Trusts | — | $0 | $12.2M | 4.3% | |
| Fidelity Frdm Idx 2015 Ins Pre | Common Collective Trusts | — | $0 | $12.0M | 4.3% | |
| Participant Loans | Participant loans | — | $0 | $10.1M | 3.6% | |
| Fidelity Frdm Idx 2060 Ins Pre | Common Collective Trusts | — | $0 | $9.8M | 3.5% | |
| JP Morgan MidCpValue L Fund | Other securities | — | $0 | $9.7M | 3.5% | |
| LGL & GEN MSCI ACWI EX US DC B RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $9.7M | 3.5% | |
| Lgl & Gen MSCI ACWI ex US DC B | Other securities | — | $0 | $9.4M | 3.4% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | $0 | $7.2M | 2.6% | |
| ALLSPRING SPEC SMCAP VAL CIT N | Common Collective Trusts | — | $0 | $5.8M | 2.1% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $5.8M | 2.1% | |
| ALLSPRING SPEC SMCAP VAL CIT N SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.7% | |
| Baird MidCap Inst Fund | Other securities | — | $0 | $4.8M | 1.7% | |
| Fidelity Frdm Idx 2010 Ins Pre | Common Collective Trusts | — | $0 | $4.0M | 1.4% | |
| Harbor Capital Apprec CIT Cl 5 | Common Collective Trusts | — | $0 | $3.2M | 1.1% | |
| Fidelity Frdm Idx 2065 Ins Pre | Common Collective Trusts | — | $0 | $3.2M | 1.1% | |
| Morley Stable Value III Fund | Stable Value | — | $0 | $2.9M | 1.0% | |
| Vanguard Inf-Prot Sec Instl Fd | Mutual Funds | — | $0 | $1.9M | 0.7% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | $0 | $1.4M | 0.5% | |
| Fidelity Frdm Idx Inc Ins Prem | Common Collective Trusts | — | $0 | $1.3M | 0.4% | |
| Fidelity Frdm Idx 2055 Ins Pre | Common Collective Trusts | — | $0 | $778K | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $438K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
