Stephen Pierce signed Ameresco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ameresco, Inc.'s EIN is 04-3512838.
Download the official 2024 Form 5500 (PDF) for Ameresco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ameresco, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), 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 | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | 82-4882966 | — | INVESTMENT ADVISOR | $132K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $35.9M | 14.3% | |
| BlackRock LifePath Index 2030 Fund Class K Shares N/R | Other securities | — | — | $25.2M | 10.0% | |
| BlackRock LifePath Index Retirement Fund Class K N/R | Other securities | — | — | $20.3M | 8.1% | |
| BlackRock LifePath Index 2040 Fund Class K Shares N/R | Other securities | — | — | $18.8M | 7.5% | |
| BlackRock LifePath Index 2045 Fund Class K Shares N/R | Other securities | — | — | $17.9M | 7.1% | |
| T. Rowe Price T. Rowe Price Large-Cap Growth Fund I Class N/R | Other securities | — | — | $16.4M | 6.5% | |
| BlackRock LifePath Index 2050 Fund Class K Shares N/R | Other securities | — | — | $15.9M | 6.3% | |
| BlackRock LifePath Index 2055 Fund Class K Shares N/R | Other securities | — | — | $10.5M | 4.2% | |
| Vanguard Information Technology Index Fund Admiral N/R | Common Collective Trusts | — | — | $8.3M | 3.3% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $6.8M | 2.7% | |
| Vanguard Federal Money Market Fund Investor Shares N/R | Mutual Funds | — | — | $5.5M | 2.2% | |
| BlackRock LifePath Index 2060 Fund Class K Shares N/R | Other securities | — | — | $4.7M | 1.9% | |
| Self-Directed Brokerage Accounts * Fidelity Self-Directed Brokerage Link - Common Stock N/R | Self-Directed Brokerage | — | — | $4.6M | 1.8% | |
| DFA U.S. Small Cap Portfolio Institutional Class N/R | Mutual Funds | — | — | $3.5M | 1.4% | |
| PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $3.1M | 1.2% | |
| Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $3.1M | 1.2% | |
| Fidelity Self-Directed Brokerage Link - Unit N/R | Self-Directed Brokerage | — | — | $2.9M | 1.2% | |
| Vanguard Balanced Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $2.8M | 1.1% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | Participant loans | — | — | $2.7M | 1.1% | |
| Vanguard Utilities Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $2.5M | 1.0% | |
| American Funds American Funds New Perspective Fund Class R6 N/R | Mutual Funds | — | — | $2.2M | 0.9% | |
| BlackRock High Yield Bond Portfolio Class K N/R | Other securities | — | — | $2.0M | 0.8% | |
| Vanguard Equity-Income Fund Admiral Shares N/R | Mutual Funds | — | — | $1.9M | 0.7% | |
| DFA Short-Duration Real Return Portfolio Institutional N/R | Mutual Funds | — | — | $1.8M | 0.7% | |
| Vanguard Energy Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $1.7M | 0.7% | |
| Fidelity Self-Directed Brokerage Link - Mutual Funds N/R | Self-Directed Brokerage | — | — | $1.7M | 0.7% | |
| JPMorgan Core Plus Bond Fund Class R6 N/R | Other securities | — | — | $1.7M | 0.7% | |
| DFA Emerging Markets Core Equity Portfolio Institutional N/R | Mutual Funds | — | — | $1.5M | 0.6% | |
| Baron Discovery Fund R6 Shares N/R | Other securities | — | — | $1.4M | 0.6% | |
| BlackRock LifePath Index 2065 Fund Class K Shares N/R | Other securities | — | — | $1.2M | 0.5% | |
| Fidelity Self-Directed Brokerage Link - Cash - Interest Bearing N/R | Self-Directed Brokerage | — | — | $997K | 0.4% | |
| DFA Global Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $952K | 0.4% | |
| Vanguard Financials Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $853K | 0.3% | |
| DFA International Core Equity Portfolio Institutional N/R | Mutual Funds | — | — | $599K | 0.2% | |
| DFA U.S. Sustainability Core 1 Portfolio N/R | Mutual Funds | — | — | $354K | 0.1% | |
| AQR Multi-Asset Fund Class R6 N/R | Other securities | — | — | $321K | 0.1% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund I Class N/R | Other securities | — | — | $249K | <0.1% | |
| GMO Climate Change Fund Class R6 N/R | Other securities | — | — | $90K | <0.1% | |
| Fidelity Self-Directed Brokerage Link - Certificates of Deposit N/R | Self-Directed Brokerage | — | — | $9K | <0.1% | |
| Fidelity Self-Directed Brokerage Link - Cash - Noninterest Bearing N/R | Self-Directed Brokerage | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $31K | — |
