Rosemary SAMS signed Univar Solutions USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Univar Solutions USA LLC's EIN is 91-1347935.
Download the official 2024 Form 5500 (PDF) for Univar Solutions USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Univar Solutions USA LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $352K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $369K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $258.5M | 24.0% | |
| State Street Target Retirement 2030 Collective Trust Fund | Common Collective Trusts | — | — | $127.5M | 11.8% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $127.5M | 11.8% | |
| State Street Target Retirement 2035 Collective Trust Fund | Common Collective Trusts | — | — | $90.5M | 8.4% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $90.5M | 8.4% | |
| State Street Target Retirement 2040 Collective Trust Fund | Common Collective Trusts | — | — | $90.3M | 8.4% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $90.3M | 8.4% | |
| State Street Target Retirement 2025 Collective Trust Fund | Common Collective Trusts | — | — | $66.5M | 6.2% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $66.5M | 6.2% | |
| State Street Target Retirement 2045 Collective Trust Fund | Common Collective Trusts | — | — | $62.7M | 5.8% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $62.7M | 5.8% | |
| State Street Target Retirement 2050 Collective Trust Fund | Common Collective Trusts | — | — | $58.9M | 5.5% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $58.9M | 5.5% | |
| Invesco Stable Value Collective Trust Fund | Stable Value | — | — | $41.6M | 3.9% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $41.6M | 3.9% | |
| State Street Target Retirement 2055 Collective Trust Fund | Common Collective Trusts | — | — | $34.1M | 3.2% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $34.1M | 3.2% | |
| State Street Target Retirement 2020 Collective Trust Fund | Common Collective Trusts | — | — | $33.2M | 3.1% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $33.2M | 3.1% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $32.0M | 3.0% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $30.8M | 2.9% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $25.3M | 2.3% | |
| State Street Russell Small/Mid Cap Index Collective Trust Fund | Common Collective Trusts | — | — | $24.7M | 2.3% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $24.7M | 2.3% | |
| State Street Target Retirement Income Collective Trust Fund | Common Collective Trusts | — | — | $21.4M | 2.0% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $21.4M | 2.0% | |
| State Street Global All Cap Equity ex-U.S. Index Collective Trust Fund | Common Collective Trusts | — | — | $16.6M | 1.5% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $16.6M | 1.5% | |
| State Street Target Retirement 2060 Collective Trust Fund | Common Collective Trusts | — | — | $14.0M | 1.3% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $14.0M | 1.3% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $13.7M | 1.3% | |
| State Street US Bond Index Collective Trust Fund | Common Collective Trusts | — | — | $8.6M | 0.8% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $8.6M | 0.8% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| State Street Target Retirement 2065 Collective Trust Fund | Common Collective Trusts | — | — | $3.3M | 0.3% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.3M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER |
| 13-2834414 |
| — |
| INVESTMENT ADVISOR |
| $366K |
| — |
| MERCER INVESTMENTS LLC | 12-2834414 | — | INVESTMENT ADVISOR | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | ACCOUNTANT/AUDITOR | $34K | — |
