DAWN Brown signed Tradebe Environmental Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tradebe Environmental Services' EIN is 01-0757921.
Download the official 2024 Form 5500 (PDF) for Tradebe Environmental Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tradebe Environmental Services' plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP | 47-2046833 | — | ADVISOR | $43K | — |
| STRATEGIC ADVISORS, INC. |
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 FREEDOM 2030 K | Mutual Funds | — | — | $4.9M | 8.3% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $4.9M | 8.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.7M | 8.0% | |
| Fidelity FREEDOM 2040 K | Mutual Funds | — | — | $4.4M | 7.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.2M | 7.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.7M | 6.4% | |
| Fidelity FREEDOM 2035 K | Mutual Funds | — | — | $3.1M | 5.3% | |
| Vanguard INFO TEC IDX AD | Common Collective Trusts | — | — | $3.0M | 5.1% | |
| Fidelity FREEDOM 2025 K | Mutual Funds | — | — | $2.8M | 4.8% | |
| Fidelity FREEDOM 2050 K | Mutual Funds | — | — | $2.7M | 4.6% | |
| Fidelity FREEDOM 2055 K | Mutual Funds | — | — | $2.5M | 4.2% | |
| JP Morgan LG CAP GROWTH R6 | Other securities | — | — | $2.3M | 3.9% | |
| Fidelity FREEDOM 2045 K | Mutual Funds | — | — | $1.7M | 2.9% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Fidelity BALANCED | Mutual Funds | — | — | $1.5M | 2.6% | |
| Fidelity GLB EX US IDX | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| Fidelity FREEDOM 2060 K | Mutual Funds | — | — | $1.3M | 2.2% | |
| Participants Loans (interest rates range from | Participant loans | — | — | $1.2M | 2.0% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $775K | 1.3% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $764K | 1.3% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $728K | 1.2% | |
| Fidelity BROKERAGELINK | Mutual Funds | — | — | $647K | 1.1% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $620K | 1.1% | |
| Fidelity FREEDOM 2020 K | Mutual Funds | — | — | $587K | 1.0% | |
| Fidelity SM CAP IDX | Common Collective Trusts | — | — | $522K | 0.9% | |
| Fidelity TOTAL BOND K6 | Mutual Funds | — | — | $521K | 0.9% | |
| Fidelity INVST GR BD | Mutual Funds | — | — | $503K | 0.9% | |
| Fidelity FREEDOM 2065 K | Mutual Funds | — | — | $465K | 0.8% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $213K | 0.4% | |
| CORE PLUS BOND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $198K | 0.3% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $145K | 0.2% | |
| Fidelity FREEDOM 2015 K | Mutual Funds | — | — | $135K | 0.2% | |
| Fidelity MID CAP IDX | Common Collective Trusts | — | — | $134K | 0.2% | |
| Fidelity FREEDOM INC K | Mutual Funds | — | — | $74K | 0.1% | |
| Fidelity FREEDOM 2010 K | Mutual Funds | — | — | $24K | <0.1% | |
| Fidelity FREEDOM 2070 K | Mutual Funds | — | — | $3K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $12K | — |
