John Buhagiar signed Envirotrac Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envirotrac Ltd.'s EIN is 11-3180933.
Download the official 2024 Form 5500 (PDF) for Envirotrac Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envirotrac Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS I | 11-3600438 | — | ADVISOR | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R4 Mutual fund | Mutual Funds | — | — | $4.6M | 18.6% | |
| American Funds American Mutual R3 Mutual fund | Mutual Funds | — | — | $2.1M | 8.5% | |
| American Funds Inv Company of America R3 Mutual fund | Mutual Funds | — | — | $1.6M | 6.4% | |
| IShares S&P 500 Index Inv A Mutual fund | Common Collective Trusts | — | — | $1.5M | 6.3% | |
| American Funds Cap World Grwth Inc Fd Mutual fund | Mutual Funds | — | — | $1.4M | 5.6% | |
| JPMorgan U.S. Govt Money Market Instl Mutual fund | Cash / Money Market | — | — | $1.1M | 4.3% | |
| MFS Blended Research Mid Cap Eqty R3 Mutual fund | Mutual Funds | — | — | $889K | 3.6% | |
| Blackrock Health Sciences Opp Port Inv A Mutual fund | Other securities | — | — | $755K | 3.1% | |
| IShares S&P 500 Grwth Mutual fund | Common Collective Trusts | — | $456K | $693K | 2.8% | |
| IShares Russell 2000 SmCap Ind Inv A Mutual fund | Common Collective Trusts | — | — | $672K | 2.7% | |
| SPDR Dow Jones Mutual fund | Other securities | — | $551K | $650K | 2.6% | |
| American Funds Trgt Date Ret 2045 R3 Mutual fund | Mutual Funds | — | — | $635K | 2.6% | |
| Blackrock 80/20 Target Alloc A Mutual fund | Other securities | — | — | $599K | 2.4% | |
| IShares Expanded Tech Mutual fund | Other securities | — | $262K | $595K | 2.4% | |
| Fidelity Advisor Technology A Mutual fund | Mutual Funds | — | — | $547K | 2.2% | |
| US Treasury 01/02/2025 Mutual fund | U.S. Treasuries | — | $488K | $500K | 2.0% | |
| American Funds Trgt Date Ret 2035 R3 Mutual fund | Mutual Funds | — | — | $483K | 2.0% | |
| Vanguard High Dividend Mutual fund | Mutual Funds | — | $305K | $462K | 1.9% | |
| American Funds Trgt Date Ret 2040 R3 Mutual fund | Mutual Funds | — | — | $451K | 1.8% | |
| Vaneck Semiconductor Mutual fund | Other securities | — | $453K | $438K | 1.8% | |
| Blackrock 60/40 Target Alloc Inv A Mutual fund | Other securities | — | — | $367K | 1.5% | |
| Select Sector Financial Mutual fund | Other securities | — | $190K | $323K | 1.3% | |
| American Funds Trgt Date Ret 2055 R3 Mutual fund | Mutual Funds | — | — | $309K | 1.3% | |
| Select Sector UTI Select Mutual fund | Other securities | — | $218K | $290K | 1.2% | |
| American Funds Trgt Date Ret 2050 R3 Mutual fund | Mutual Funds | — | — | $282K | 1.1% | |
| Participant Loans Interest Rates: 4.25% - 9.50% - | Bonds / Notes | — | — | $271K | 1.1% | |
| IShares MSCI EAFE Intl Index Inv A Mutual fund | Other securities | — | — | $268K | 1.1% | |
| SPDR S&P 500 Mutual fund | Common Collective Trusts | — | $198K | $265K | 1.1% | |
| Vanguard Dividend Mutual fund | Mutual Funds | — | $212K | $263K | 1.1% | |
| US Treasury Notes 4.625% 6/30/2025 Mutual fund | U.S. Treasuries | — | $199K | $200K | 0.8% | |
| US Treasury Notes 4.625% 2/28/2025 Mutual fund | U.S. Treasuries | — | $199K | $200K | 0.8% | |
| Select Sector Health Mutual fund | Other securities | — | $100K | $184K | 0.7% | |
| American Funds Trgt Date Ret 2030 R3 Mutual fund | Mutual Funds | — | — | $145K | 0.6% | |
| American Funds New World R4 Mutual fund | Mutual Funds | — | — | $129K | 0.5% | |
| American Funds EuroPacific Growth R3 Mutual fund | Mutual Funds | — | — | $122K | 0.5% | |
| US Treasury Notes 4.625% 9/15/2026 Mutual fund | U.S. Treasuries | — | $101K | $101K | 0.4% | |
| American Funds Bond Fund of Amer A4 Mutual fund | Mutual Funds | — | — | $65K | 0.3% | |
| Blackrock 40/60 Target Alloc Inv A Mutual fund | Other securities | — | — | $65K | 0.3% | |
| American Funds Trgt Date Ret 2065 R3 Mutual fund | Mutual Funds | — | — | $59K | 0.2% | |
| IShares Russell Mid-Cap Index Inv A Mutual fund | Other securities | — | — | $46K | 0.2% | |
| American Funds Trgt Date Ret 2025 R3 Mutual fund | Mutual Funds | — | — | $23K | <0.1% | |
| Charles Schwab Bank Cash, money funds and bank deposits | Mutual Funds | — | $22K | $22K | <0.1% | |
| IShares Short-Term TIPS Bd Ind Inv A Mutual fund | Other securities | — | — | $9K | <0.1% | |
| Represents a party-in-interest. Note: Participant loans are reflected net of accrued loan interest in the amount of $7,887. | Participant loans | — | — | $8K | <0.1% | |
| TD Bank Sweep Account Cash, money funds and bank deposits | Cash / Money Market | — | $6K | $6K | <0.1% | |
| Cash Account Cash, money funds and bank deposits | Cash / Money Market | — | $2K | $2K | <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 |
|---|---|---|---|---|---|
| ERP RETIREMENT SERVICES | 20-4100804 | — | THIRD PARTY ADMINISTRATOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLATT & DAUMAN LLP | 11-2778625 | — | AUDITOR | $5K | — |
