Christopher LI signed Four Seasons Hotels Limited Pension & Profit Sharing Committee's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Four Seasons Hotels Limited Pension & Profit Sharing Committee's EIN is 98-0057100.
Download the official 2024 Form 5500 (PDF) for Four Seasons Hotels Limited Pension & Profit Sharing Committee from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Four Seasons Hotels Limited Pension & Profit Sharing Committee'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $910K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISORY | $578K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $189.7M | 19.4% | |
| SSGA TARGET RET 2030 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $146.5M | 15.0% | |
| SSGA TARGET RET 2040 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $121.5M | 12.4% | |
| SSGA TARGET RET 2050 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $77.6M | 7.9% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $51.4M | 5.3% | |
| MERCER SM/MD CAP STOCK FUND MERCER TRUST CO · EIN 81-3183567 / PN 001 | Common Collective Trust | — | — | $47.8M | 4.9% | |
| SSGA TARGET RET 2045 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $41.8M | 4.3% | |
| SSGA TARGET RET 2055 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $41.2M | 4.2% | |
| SSGA TARGET RET 2035 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $37.9M | 3.9% | |
| SSGA TARGET RET 2020 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $37.2M | 3.8% | |
| MERCER INTERNATIONAL STOCK FD MERCER TRUST CO · EIN 81-3158100 / PN 001 | Common Collective Trust | — | — | $31.3M | 3.2% | |
| SSGA TARGET RET 2060 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $25.9M | 2.6% | |
| SSGA TARGET RET 2025 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $25.4M | 2.6% | |
| between 5.25% to 10.50% | Bonds / Notes | — | — | $21.2M | 2.2% | |
| MERCER DIVERSIFIED BOND FUND MERCER TRUST CO · EIN 81-3188218 / PN 001 | Common Collective Trust | — | — | $18.5M | 1.9% | |
| SSgA Russell Small/Mid Cap Index Non Lending K Fund Collective trust fund 724,119 | Common Collective Trusts | — | — | $13.3M | 1.4% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $13.3M | 1.4% | |
| SSGA TARGET RET 2065 SEC LD IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $8.9M | 0.9% | |
| SSgA All Cap Equit ex-US Index Non-Lending Series K Fund Collective trust fund 471,412 | Common Collective Trusts | — | — | $6.6M | 0.7% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $6.6M | 0.7% | |
| State Street Target Retirement Income Non-Lending P Fund Collective trust fund 372,975 | Common Collective Trusts | — | — | $5.3M | 0.5% | |
| SSGA TARGET RET INC SEC LND IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $5.3M | 0.5% | |
| SSgA US Bond Index Non Lending K Fund Collective trust fund 377,590 | Common Collective Trusts | — | — | $4.1M | 0.4% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.1M | 0.4% | |
| SSGA REAL ASSET NL C FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| Participant loans | Participant loans | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | CONTRACT ADMINISTRATOR | $185K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | ACCOUNTANT | $62K | — |
