Dana Dewitt signed Carbon Topco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carbon Topco, Inc.'s EIN is 99-4576537.
Download the official 2024 Form 5500 (PDF) for Carbon Topco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carbon Topco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| TRP RET BLEND 2030 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | $14.5M | $14.5M | 13.8% | |
| FID 500 INDEX | Common Collective Trusts | — | $11.0M | $11.0M | 10.5% | |
| TRP RET BLEND 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | $10.9M | $10.9M | 10.4% | |
| TRP RET BLEND 2035 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | $10.6M | $10.6M | 10.1% | |
| TRP RET BLEND 2040 H T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | $9.5M | $9.5M | 9.0% | |
| TRP RET BLEND 2045 H T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | $8.6M | $8.6M | 8.2% | |
| TRP RET BLEND 2015 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | $8.0M | $8.0M | 7.6% | |
| TRP RET BLEND 2050 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | $7.3M | $7.3M | 7.0% | |
| TRP RET BLEND 2055 H T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | $5.7M | $5.7M | 5.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $4.7M | 4.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $4.1M | $4.1M | 3.9% | |
| TRP RET BLEND 2060 H T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | $2.3M | $2.3M | 2.2% | |
| TRP RET BLEND 2020 H T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | $2.0M | $2.0M | 1.9% | |
| FID SM CAP IDX | Common Collective Trusts | — | $1.6M | $1.6M | 1.5% | |
| TRP RET BLEND 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | $1.0M | $1.0M | 1.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $862K | $862K | 0.8% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | — | $751K | $751K | 0.7% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $562K | $562K | 0.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $502K | $502K | 0.5% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $207K | $207K | 0.2% | |
| CASH | Cash / Money Market | — | $71K | $71K | <0.1% | |
| COMMON STOCK | Common Stocks | — | $27K | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
