Amanda ZAY signed Vermont Gas Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vermont Gas Systems, Inc.'s EIN is 03-0228680.
Download the official 2024 Form 5500 (PDF) for Vermont Gas Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vermont Gas Systems, Inc.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | BURLINGTON, VT | NONE | $89K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| Massachusetts Investors Growth Stock Fund R6 Massachusetts Investors Growth Stock | Other securities | — | — | $4.2M | 11.4% | |
| Nuveen Lifecycle Index 2030 111,929.098 shares | Mutual Funds | — | — | $2.7M | 7.3% | |
| Nuveen Lifecycle Index 2050 85,099.512 shares | Mutual Funds | — | — | $2.7M | 7.2% | |
| Vanguard 500 Index Fund 4,375.557 shares | Common Collective Trusts | — | — | $2.4M | 6.4% | |
| Nuveen Lifecycle Index 2025 106,810.668 shares | Mutual Funds | — | — | $2.3M | 6.1% | |
| Nuveen Lifecycle Index 2055 88,706.563 shares | Mutual Funds | — | — | $2.3M | 6.1% | |
| Nuveen Lifecycle Index 2040 68,652.095 shares | Mutual Funds | — | — | $2.0M | 5.4% | |
| ONEAMERICA STABLE VALUE FUND Z BMO HARRIS BANK, NA · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.3% | |
| Nuveen Lifecycle Index 2045 61,687.457 shares | Mutual Funds | — | — | $1.9M | 5.1% | |
| Nuveen Lifecycle Index 2035 66,687.746 shares | Mutual Funds | — | — | $1.8M | 4.8% | |
| MFS Ma Inv Trust-R3 MFS Ma Inv Trust-R3 | Mutual Funds | — | — | $1.5M | 4.0% | |
| American Washington Mutual Investors 22,290.194 shares | Other securities | — | — | $1.4M | 3.6% | |
| Value of Interest in Registered Investment Companies Amer Funds Amer Bal R3 Amer Funds Amer Bal R3 | Other securities | — | — | $1.2M | 3.2% | |
| Principal Midcap Fund Institutional Class 25,461.416 shares | Other securities | — | — | $1.1M | 3.1% | |
| Nuveen Lifecycle Index 2060 52,911.551 shares | Mutual Funds | — | — | $1.0M | 2.8% | |
| Variable Rate Money Market Sweep 1,011,022.000 units | Cash / Money Market | — | — | $1.0M | 2.7% | |
| Invesco Small Cap Equity Fund 52,737.890 shares | Mutual Funds | — | — | $836K | 2.3% | |
| Nuveen Lifecycle Index 2010 50,663.760 shares | Mutual Funds | — | — | $824K | 2.2% | |
| ClearBridge International Growth Fund 11,211.286 shares | Other securities | — | — | $725K | 2.0% | |
| American Funds Mutual Fund 22,290.194 shares | Mutual Funds | — | — | $478K | 1.3% | |
| JP Morgan Mid Cap Value Fund 12,500.871 shares | Other securities | — | — | $450K | 1.2% | |
| Nuveen Lifecycle Index 2065 28,332.961 shares | Mutual Funds | — | — | $402K | 1.1% | |
| Vanguard Small Cap Index 3,013.800 shares | Mutual Funds | — | — | $347K | 0.9% | |
| Vanguard Mid Cap Index 911.288 shares | Mutual Funds | — | — | $298K | 0.8% | |
| American Funds Strategic Bond Fund 25,567.751 shares | Mutual Funds | — | — | $229K | 0.6% | |
| Nuveen Lifecycle Index 2020 11,377.979 shares | Mutual Funds | — | — | $214K | 0.6% | |
| Vanguard Total Intl Stock 6,533.691 shares | Mutual Funds | — | — | $207K | 0.6% | |
| Nuveen Large Cap Responsible Equity Fund 7,565.088 shares | Mutual Funds | — | — | $199K | 0.5% | |
| DFA Emerging Markets Fund 6,945.422 shares | Mutual Funds | — | — | $198K | 0.5% | |
| JHancock Opportunistic Fixed Income Fund 10,368.754 shares | Other securities | — | — | $122K | 0.3% | |
| Vanguard Inter Term Bond Index Adm 5,790.591 shares | Mutual Funds | — | — | $59K | 0.2% | |
| Nuveen Lifecycle Index 2015 1,210.101 shares | Mutual Funds | — | — | $21K | <0.1% | |
| Participant loans (interest rates 4.25% - 9.50%) - | Bonds / Notes | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
| $0 |
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