Barbara BERG signed New Flyer Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Flyer Holdings, Inc.'s EIN is 98-0468607.
Download the official 2024 Form 5500 (PDF) for New Flyer Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Flyer Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | NONE | $164K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $70K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $28.8M | 20.5% | |
| AON LARGE CAP EQUITY I AON TRUST COMPANY · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $19.0M | 13.6% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $9.9M | 7.1% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $9.0M | 6.5% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $7.9M | 5.7% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $7.1M | 5.1% | |
| AON NON-U.S. EQUITY I AON TRUST COMPANY · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $7.0M | 5.0% | |
| AON CORE PLUS BOND I AON TRUST COMPANY · EIN 37-6543784 / PN 008 | Common Collective Trust | — | — | $6.3M | 4.5% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $6.0M | 4.3% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $5.7M | 4.1% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $4.6M | 3.3% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $4.2M | 3.0% | |
| AON SMALL & MID CAP EQUITY I AON TRUST COMPANY · EIN 37-6543784 / PN 003 | Common Collective Trust | — | — | $4.2M | 3.0% | |
| State Street US Bond Index | Other securities | — | — | $3.8M | 2.7% | |
| STATE ST US BND INDX SL CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $3.8M | 2.7% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $3.3M | 2.4% | |
| Participant loans Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.6M | 1.9% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 044 | Common Collective Trust | — | — | $2.6M | 1.8% | |
| State Street Global All Cap Equity Ex-US Index | Other securities | — | — | $2.6M | 1.8% | |
| AON INFLATION STRATEGY I AON TRUST COMPANY · EIN 37-6543784 / PN 011 | Common Collective Trust | — | — | $2.1M | 1.5% | |
| AON GLOBAL EQUITY I AON TRUST COMPANY · EIN 37-6543784 / PN 004 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $628K | 0.4% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $454K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AON INVESTMENTS USA INC |
| — |
| CHICAGO, IL |
| NONE |
| $199K |
| — |
| MILLER COOPER & CO LTD | — | DEERFIELD, IL | NONE | $23K | — |
| NEW FLYER HOLDINGS INC | — | CROOKSTON, MN | NONE | $15K | — |
