Mary ANN Sigler signed Platinum Equity, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Platinum Equity, LLC's EIN is 95-4666134.
Download the official 2024 Form 5500 (PDF) for Platinum Equity, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Platinum Equity, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | CONSULTANT | $40K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $115.8M | 37.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $44.1M | 14.1% | |
| American Beacon American Beacon Large Cap Value Institutional Fund | Other securities | — | — | $15.4M | 4.9% | |
| Fidelity Managed Income Portfolio II Class 1 | Mutual Funds | — | — | $14.7M | 4.7% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $13.9M | 4.4% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $11.4M | 3.7% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $9.7M | 3.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $9.5M | 3.0% | |
| Franklin Small-Mid Cap Growth R6 | Mutual Funds | — | — | $9.0M | 2.9% | |
| Federated Hermes Federated Hermes U.S. Treasury Cash Reserves | Cash / Money Market | — | — | $8.7M | 2.8% | |
| Fidelity Low-Priced Stock K6 | Mutual Funds | — | — | $8.6M | 2.8% | |
| Fidelity Capital and Income Fund | Mutual Funds | — | — | $8.5M | 2.7% | |
| Victory Sycamore Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $8.5M | 2.7% | |
| Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $8.4M | 2.7% | |
| PIMCO Funds PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $7.9M | 2.5% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $7.3M | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $4.8M | 1.5% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $4.3M | 1.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.9M | 0.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $2.3M | 0.7% | |
| American Beacon American Beacon Small Cap Value Fund Institutional | Other securities | — | — | $1.9M | 0.6% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $1.8M | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.7M | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| Participants Participant loans - Interest from 4.25 to 10.50 percent - | Participant loans | — | — | $1.0M | 0.3% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $824K | 0.3% | |
| Pax IMPX International Stansted to Ercan IS | Other securities | — | — | $642K | 0.2% | |
| Calvert Bond Fund Class R6 | U.S. Treasuries | — | — | $632K | 0.2% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $534K | 0.2% | |
| Fidelity Freedom 2070 Fund * 811 Vanguard Treasury Money Market | Mutual Funds | — | — | $63K | <0.1% |
