Alicia Ortiz signed TAS Environmental Services, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TAS Environmental Services, LP's EIN is 20-1454928.
Download the official 2024 Form 5500 (PDF) for TAS Environmental Services, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TAS Environmental Services, LP's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), automatic enrollment, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $1.1M | 16.5% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $1.1M | 16.4% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $813K | 12.2% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $724K | 10.9% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $635K | 9.5% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $517K | 7.8% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $455K | 6.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $300K | 4.5% | |
| Participant loans | Participant loans | — | — | $206K | 3.1% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $186K | 2.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $108K | 1.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $102K | 1.5% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $80K | 1.2% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $78K | 1.2% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $46K | 0.7% | |
| AB DISC GRTH Z | Other securities | — | — | $34K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $32K | 0.5% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $25K | 0.4% | |
| FRANKLIN INTL GR R GREAT GRAY TRUST COMPANY · EIN 26-3783561 / PN 911 | Common Collective Trust | — | — | $22K | 0.3% | |
| Fidelity Intl Index | Mutual Funds | — | — | $21K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Feedom Index 2015 IPR | Mutual Funds | — | — | $9K | 0.1% | |
| COL EMRG MKT I3 | Other securities | — | — | $7K | 0.1% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Small Cap GR K6 | Mutual Funds | — | — | $5K | <0.1% | |
| PUTN DYN AA GRTH R6 | Other securities | — | — | $4K | <0.1% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $4K | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity GOVT MMKT K6 | Mutual Funds | — | — | $3K | <0.1% | |
| INVS GLB REAL EST R6 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2070 IPR | Mutual Funds | — | — | $1K | <0.1% | |
| AF INFL LINKED BD RG | Other securities | — | — | $1K | <0.1% | |
| WA CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $874 | <0.1% | |
| Fidelity Freedom Index IPR | Mutual Funds | — | — | $490 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
