Patrick English signed Telus International (U.S.) Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Telus International (U.S.) Corp.'s EIN is 98-0226610.
Download the official 2024 Form 5500 (PDF) for Telus International (U.S.) Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Telus International (U.S.) Corp.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $259K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.9M | 11.2% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $4.9M | 9.2% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $4.8M | 9.1% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $4.4M | 8.4% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $4.4M | 8.3% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $4.2M | 8.0% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $3.9M | 7.5% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $3.3M | 6.3% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $2.3M | 4.3% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $2.2M | 4.1% | |
| JP Morgan Chase Large Cap Growth R6 | Other securities | — | — | $1.9M | 3.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 2.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| STATE ST TARGET RET 2065 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 326 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| maturities through October 2039 | Other securities | — | — | $1.0M | 2.0% | |
| Franklin Small Cap Growth R6 | Mutual Funds | — | — | $676K | 1.3% | |
| JANUS HENDERSON ENTERPRISE CF CL II GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $538K | 1.0% | |
| CEREDEX MID CAP VALUE EQUITY TRUST VIRTUS FUNDS · EIN 45-1287157 / PN 002 | Common Collective Trust | — | — | $463K | 0.9% | |
| ARTISAN INTERNATIONAL GROWTH TRUST SEI TRUST COMPANY · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $413K | 0.8% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $403K | 0.8% | |
| DFA U.S. Small Cap Value I | Mutual Funds | — | — | $337K | 0.6% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $278K | 0.5% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $89K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
