Erika Kirchner signed Bertelsmann, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bertelsmann, Inc.'s EIN is 95-2949493.
Download the official 2024 Form 5500 (PDF) for Bertelsmann, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bertelsmann, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | FIDUCIARY | $266K | — |
| SEGAL ADVISORS, INC | 13-2646110 | — | NONE | $222K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FIAM Long Corporate A or Better Pool Fund " | Other securities | — | $37.6M | $41.5M | 35.9% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEF FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | — | $41.5M | 35.9% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEF FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $25.0M | 21.6% | |
| FIAM 8-10 Year Corporate Bond Commingled Fund Common collective trust | Common Collective Trusts | — | $22.8M | $25.0M | 21.6% | |
| Fidelity Long-term Treasury Bond Index Fund " | U.S. Treasuries | — | $21.0M | $18.7M | 16.2% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund | U.S. Treasuries | — | $16.0M | $15.8M | 13.7% | |
| FIAM Short Duration Pool Fund " | Other securities | — | $8.1M | $8.9M | 7.7% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEF FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 016 | Common Collective Trust | — | — | $8.9M | 7.7% | |
| FIAM Instl Cash Commingled Pool Fund " | Common Collective Trusts | — | $5.6M | $5.6M | 4.8% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEF FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $5.6M | 4.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 58-0137615 |
| — |
| LEGAL |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | OTHER | $255K | — |
| MERCER | 13-2834414 | — | NONE | $59K | — |
| CARON & BLETZER | 04-3499945 | — | NONE | $14K | — |
