LISA Adamsen signed Vermont Electric Power Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vermont Electric Power Company, Inc.'s EIN is 03-0195580.
Download the official 2024 Form 5500 (PDF) for Vermont Electric Power Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vermont Electric Power Company, Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
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 | $10K | — |
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 Contrafund K Mutual Fund 298,362.658 shares | Mutual Funds | — | $298K | $6.3M | 9.3% | |
| AF Trgt Date 2025 R6 Mutual Fund 411,701.731 shares | Other securities | — | $412K | $6.3M | 9.3% | |
| Fidelity Growth Co K Mutual Fund 146,299.669 shares | Mutual Funds | — | $146K | $5.9M | 8.8% | |
| AF Trgt Date 2035 R6 Mutual Fund 297,401.530 shares | Other securities | — | $297K | $5.7M | 8.4% | |
| AF Trgt Date 2040 R6 Mutual Fund 257,147.866 shares | Other securities | — | $257K | $5.3M | 7.8% | |
| AF Trgt Date 2030 R6 Mutual Fund 278,349.338 shares | Other securities | — | $278K | $4.8M | 7.1% | |
| AF Trgt Date 2045 R6 Mutual Fund 213,314.064 shares | Other securities | — | $213K | $4.5M | 6.7% | |
| AF Trgt Date 2050 R6 Mutual Fund 203,114.845 shares | Other securities | — | $203K | $4.2M | 6.3% | |
| Fidelity 500 Index PR Mutual Fund 15,032.703 shares | Common Collective Trusts | — | $15K | $3.1M | 4.5% | |
| MFS Mid Cap Grth R6 Mutual Fund 63,162.575 shares | Mutual Funds | — | $63K | $2.0M | 2.9% | |
| AF Trgt Date 2055 R6 Mutual Fund 71,927.484 shares | Other securities | — | $72K | $1.9M | 2.8% | |
| Fidelity US Bond IDX Mutual Fund 185,606.367 shares | Common Collective Trusts | — | $186K | $1.9M | 2.8% | |
| DFA US Small Cap Mutual Fund 33,795.454 shares | Mutual Funds | — | $34K | $1.7M | 2.4% | |
| Fidelity Balanced K Mutual Fund 50,169.472 shares | Mutual Funds | — | $50K | $1.5M | 2.2% | |
| Fidelity Intl Index Mutual Fund 20,804.181 shares | Mutual Funds | — | $21K | $989K | 1.5% | |
| Parnassus Val EQ Mutual Fund 18,480.140 shares | Other securities | — | $18K | $969K | 1.4% | |
| Fidelity Low Priced Stock K Mutual Fund 23,408.406 shares | Mutual Funds | — | $23K | $952K | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $907K | $907K | 1.3% | |
| MFS Mid Cap Value R6 Mutual Fund 27,744.713 shares | Mutual Funds | — | $28K | $882K | 1.3% | |
| MFS Intl Growth R6 Mutual Fund 20,161.415 shares | Mutual Funds | — | $20K | $834K | 1.2% | |
| Victory RS Glbl Y Mutual Fund 32,261.582 shares | Other securities | — | $32K | $782K | 1.2% | |
| AF Trgt Date 2060 R6 Mutual Fund 39,722.623 shares | Other securities | — | $40K | $712K | 1.1% | |
| AF Trgt Date 2010 R6 Mutual Fund 54,697.483 shares | Other securities | — | $55K | $636K | 0.9% | |
| Fidelity Capital & Income Mutual Fund 57,165.414 shares | Mutual Funds | — | $57K | $580K | 0.9% | |
| AF Bond FD Amer R6 Mutual Fund 50,721.226 shares | Other securities | — | $51K | $565K | 0.8% | |
| Fidelity Mid Cap IDX Mutual Fund 16,047.832 shares | Common Collective Trusts | — | $16K | $542K | 0.8% | |
| MFS Value R6 Mutual Fund 10,500.720 shares | Mutual Funds | — | $11K | $508K | 0.8% | |
| PIM Intl BD US$H I Mutual Fund 50,763.722 shares | Other securities | — | $51K | $504K | 0.7% | |
| AF Trgt Date 2065 R6 Mutual Fund 24,822.519 shares | Other securities | — | $25K | $434K | 0.6% | |
| C&S Inst Realty SHS Mutual Fund 8,969.172 shares | Common Stocks | — | $9K | $430K | 0.6% | |
| Participant loans 4.25% - 9.50% - | Bonds / Notes | — | — | $334K | 0.5% | |
| AF Trgt Date 2020 R6 Mutual Fund 23,178.282 shares | Other securities | — | $23K | $312K | 0.5% | |
| BTW SMID Cap Mutual Fund 10,537.876 shares | Other securities | — | $11K | $260K | 0.4% | |
| PIM Real Return Inst Mutual Fund 22,586.677 shares | Other securities | — | $23K | $225K | 0.3% | |
| IMPX Intl Stn Ecn IS Mutual Fund 16,574.571 shares | Other securities | — | $17K | $169K | 0.2% | |
| AF Trgt Date 2015 R6 Mutual Fund 4,483.902 shares | Other securities | — | $4K | $55K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
