Patty Jacobson signed Caesarstone USA, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caesarstone USA, Inc.'s EIN is 95-4747697.
Download the official 2022 Form 5500 (PDF) for Caesarstone USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Caesarstone USA, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 11.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 10.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $985K | 8.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $939K | 7.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $850K | 7.0% | |
| METLIFE STABLE VALUE J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $709K | 5.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $607K | 5.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $565K | 4.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $439K | 3.6% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $394K | 3.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $392K | 3.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $369K | 3.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $313K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $299K | 2.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $278K | 2.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $218K | 1.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $213K | 1.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $203K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $199K | 1.6% | |
| TIAA CREF CORE BOND I | Registered Investment Companies | — | — | $185K | 1.5% | |
| TIAA-CREF QUNT SM CAP EQ INSTL | Registered Investment Companies | — | — | $178K | 1.5% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $178K | 1.5% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $137K | 1.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $116K | 1.0% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $93K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $80K | 0.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $80K | 0.7% | |
| DFA INTL CORE EQUITY PORT INST | Registered Investment Companies | — | — | $69K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
