Eversource Energy Service Company's EIN is 06-0810627.
Download the official 2024 Form 5500 (PDF) for Eversource Energy Service Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eversource Energy Service Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTL OPER CO. | 04-2647786 | — | RECORDKEEPER | $259K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $818K |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEPC LLC | 26-1429809 | — | CONSULTANT | $203K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | 06-1648707 | — | ACCOUNTANT/AUDITOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. (NJ) | 22-2232264 | — | ACTUARY | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPPARD MULLIN | 95-1463164 | — | ATTORNEY/LEGAL | $35K | — |
| DLA PIPER | 52-0616490 | — | ATTORNEY/LEGAL | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GROWTH COMPANY COMMINGLED POOL CLAS FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $641.6M | 15.9% | |
| SPARTAN 500 INDEX POOL CLASS E FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $555.9M | 13.7% | |
| Eversource Common Shares Fund (including the ESOP * Eversource Energy allocated Eversource Energy Common Shares), $5 par | Common Stocks | — | — | $523.0M | 12.9% | |
| Prudential Investment Contract | Other securities | — | — | $465.5M | 11.5% | |
| FREEDOM BLEND 2030 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $269.1M | 6.6% | |
| Various Brokerage Link | Self-Directed Brokerage | — | — | $246.0M | 6.1% | |
| FREEDOM BLEND 2040 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $225.4M | 5.6% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $180.4M | 4.5% | |
| FREEDOM BLEND 2050 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $176.3M | 4.4% | |
| FREEDOM BLEND 2020 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $117.3M | 2.9% | |
| IR+M Intermediate Bond Fund - Common Collective Trust | Common Collective Trusts | — | — | $107.5M | 2.7% | |
| Fidelity International Discovery Fund – Class K | Mutual Funds | — | — | $105.8M | 2.6% | |
| Fidelity Freedom Blend 2065 Commingled Pool Class Y 96 * Fidelity Freedom Blend 2070 Commingled Pool Class Y 24 EARNEST Partners Interest in Common Collective Trust | Common Collective Trusts | — | — | $94.2M | 2.3% | |
| Boston Trust Walden Separately Managed Account | Other securities | — | — | $93.6M | 2.3% | |
| FREEDOM BLEND 2060 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $74.4M | 1.8% | |
| Eversource Energy Cash and Cash Equivalents | Cash / Money Market | — | — | $45.7M | 1.1% | |
| Plan Participants Loans to Participants | Participant loans | — | — | $44.3M | 1.1% | |
| SPARTAN GLOBAL EX US INDEX POOL CLA FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $29.6M | 0.7% | |
| FREEDOM BLEND 2010 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $14.4M | 0.4% | |
| SPARTAN EXTENDED MARKET INDEX POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $12.8M | 0.3% | |
| FREEDOM BLEND INCOME COMMINGLED POO FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $10.5M | 0.3% | |
| FIAM U.S. BOND INDEX COMMINGLED POO FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $2.5M | <0.1% | |
| SEI Investments Company Common Stock | Common Stocks | — | — | $2.1M | <0.1% | |
| Aptargroup Inc Common Stock | Common Stocks | — | — | $2.0M | <0.1% | |
| Check Point Software Tech Ltord Common Stock | Common Stocks | — | — | $1.9M | <0.1% | |
| Cooper Cos Inc Common Stock | Common Stocks | — | — | $1.9M | <0.1% | |
| FactSet Resh Systems Inc Common Stock | Common Stocks | — | — | $1.9M | <0.1% | |
| Toro Co Common Stock 755 Waters Corp Common Stock | Common Stocks | — | — | $1.9M | <0.1% | |
| Axcelis Technologies Inc Common Stock 698 BJ's Wholesale Club Holdings Common Stock | Common Stocks | — | — | $1.8M | <0.1% | |
| Service Corp International Common Stock | Common Stocks | — | — | $1.7M | <0.1% | |
| EXL Service Holdings Inc Common Stock | Common Stocks | — | — | $1.7M | <0.1% | |
| Paycom Software Inc Common Stock | Common Stocks | — | — | $1.7M | <0.1% | |
| Snap On Inc Common Stock | Common Stocks | — | — | $1.6M | <0.1% | |
| Cincinnati Financial Corp Common Stock | Common Stocks | — | — | $1.6M | <0.1% | |
| Watts Water Technologies Common Stock 966 Williams-Sonoma Inc Common Stock | Common Stocks | — | — | $1.6M | <0.1% | |
| Masco Corp Com Common Stock 960 Matador Resources Co Common Stock | Common Stocks | — | — | $1.6M | <0.1% | |
| Northern Trust Corporation Common Stock | Common Stocks | — | — | $1.5M | <0.1% | |
| FREEDOM BLEND 2035 COMMINGLED POOL FIDELITY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| RPM International Inc Common Stock | Common Stocks | — | — | $1.5M | <0.1% | |
| Zebra Technologies Corp Common Stock | Common Stocks | — | — | $1.5M | <0.1% | |
| Boston Trust Walden - Separately Managed Account Akamai Technologies, Inc. Common Stock 873 Allegion Plc Common Stock | Common Stocks | — | — | $1.4M | <0.1% | |
| Jones Lang Lasalle Inc Common Stock | Common Stocks | — | — | $1.4M | <0.1% | |
| Lincoln Electric Holdings Common Stock 908 Magnolia Oil & Gas Corp Common Stock | Common Stocks | — | — | $1.4M | <0.1% | |
| F5 Inc Common Stock | Common Stocks | — | — | $1.4M | <0.1% | |
| Applied Industrial Tech Inc Common Stock | Common Stocks | — | — | $1.3M | <0.1% | |
| Progress Software Corp Common Stock | Common Stocks | — | — | $1.3M | <0.1% | |
| Charles River Laboratories Intl Inc Common Stock | Common Stocks | — | — | $1.3M | <0.1% | |
| Cubesmart Common Stock 904 Cullen/Frost Bankers Inc Common Stock | Common Stocks | — | — | $1.3M | <0.1% | |
| Amdocs Ltd Common Stock | Common Stocks | — | — | $1.3M | <0.1% | |
| Clorox Company Common Stock | Common Stocks | — | — | $1.3M | <0.1% |
