Frances Day signed Earthbound LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Earthbound LLC's EIN is 13-4147038.
Download the official 2024 Form 5500 (PDF) for Earthbound LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Earthbound LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
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.
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 |
|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCIERGE RETIREMENT SERVICES, INC. | 13-2945975 | RYE BROOK, NY | CONTRACT ADMIN | $13K | — |
| CONCIERGE RETIREMENT SERVICES, INC | — | RYE BROOK, NY | CONTRACT ADMIN | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $909K | 15.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS2045 GREAT GRAY · EIN 38-4126263 / PN 569 | Common Collective Trust | — | — | $895K | 15.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS2055 GREAT GRAY · EIN 38-4126263 / PN 571 | Common Collective Trust | — | — | $670K | 11.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS2050 GREAT GRAY · EIN 38-4126263 / PN 570 | Common Collective Trust | — | — | $609K | 10.2% | |
| Great Gray Great Gray Trust American Funds 2050 I | Mutual Funds | — | — | $604K | 10.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS2060 GREAT GRAY · EIN 38-4126263 / PN 566 | Common Collective Trust | — | — | $549K | 9.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $523K | 8.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS2060 GREAT GRAY · EIN 38-4126263 / PN 572 | Common Collective Trust | — | — | $513K | 8.6% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $250K | 4.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS2040 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $151K | 2.5% | |
| Notes receivable from participants bearing interest at rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $133K | 2.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $105K | 1.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $92K | 1.5% | |
| American Funds American Funds American Balanced R6 ** 2 American Funds American Funds American Mutual R6 | Mutual Funds | — | — | $77K | 1.3% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $67K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS2025 GREAT GRAY · EIN 38-4126263 / PN 565 | Common Collective Trust | — | — | $66K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $65K | 1.1% | |
| Putnam Large Cap Growth R6 | Mutual Funds | — | — | $49K | 0.8% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $41K | 0.7% | |
| Empower Life & Annuity Insurance Company of New York Ei Fixed Account - Series Class I | Common Stocks | — | — | $33K | 0.5% | |
| Empower Mod Agg Profile Fund Inst | Other securities | — | — | $26K | 0.4% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $23K | 0.4% | |
| Empower Mod Con Profile Fund Inst | Other securities | — | — | $23K | 0.4% | |
| Empower AGG Profile Fund Inst | Other securities | — | — | $20K | 0.3% | |
| Fidelity Advisor Small Cap Value Z | Mutual Funds | — | — | $19K | 0.3% | |
| Empower Mod Profile Fund Inst | Other securities | — | — | $16K | 0.3% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $14K | 0.2% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth 1 | Other securities | — | — | $12K | 0.2% | |
| Empower Core Bond Fund Inst | Other securities | — | — | $10K | 0.2% | |
| American Funds American Funds Inflation Linked BD R6 | Mutual Funds | — | — | $6K | 0.1% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $3K | <0.1% |
