BRET Mercer signed ITT Industries Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ITT Industries Holdings, Inc.'s EIN is 95-2679867.
Download the official 2024 Form 5500 (PDF) for ITT Industries Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ITT Industries Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $2.5M | 19.5% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $2.4M | 18.5% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $1.9M | 14.8% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $1.2M | 9.3% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $1.2M | 9.3% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $660K | 5.1% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $567K | 4.4% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $484K | 3.7% | |
| maturity through October 2039 0 | Other securities | — | — | $483K | 3.7% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $423K | 3.3% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $399K | 3.1% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $193K | 1.5% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $178K | 1.4% | |
| VANGUARD TOTAL BOND MARKET INDEX INST Mutual Funds | Mutual Funds | — | — | $104K | 0.8% | |
| VANGUARD TOTAL INTL STOCK INDEX INSTL Mutual Funds | Mutual Funds | — | — | $96K | 0.7% | |
| PRINCIPAL MID CAP EQUITY FUND PRINCIPAL TRUST · EIN 45-5114041 / PN 000 | Common Collective Trust | — | — | $40K | 0.3% | |
| T ROWE PRICE STABLE VALUE COMMON TR T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $24K | 0.2% | |
| DFA US TARGETED VALUE I Mutual Funds | Mutual Funds | — | — | $20K | 0.2% | |
| LOOMIS SAYLES SMALL CAP GROWTH N Mutual Funds | Other securities | — | — | $14K | 0.1% | |
| BAIRD AGGREGATE BOND INST Mutual Funds | Other securities | — | — | $12K | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Funds | Mutual Funds | — | — | $11K | <0.1% | |
| VANGUARD SHRT-TERM INFL-PROT SEC IDX INS Mutual Funds | Common Collective Trusts | — | — | $10K | <0.1% | |
| VANGUARD EXTENDED MARKET IDX INSTL Mutual Funds | Common Collective Trusts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
