Brett Jones signed Enphase Energy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enphase Energy, Inc.'s EIN is 20-4645388.
Download the official 2024 Form 5500 (PDF) for Enphase Energy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enphase Energy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $89K | — |
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 Investments Fidelity 500 Index | Common Collective Trusts | — | — | $12.4M | 16.1% | |
| Fidelity Investments Fidelity Contrafund K6 | Mutual Funds | — | — | $8.2M | 10.7% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.5M | 9.8% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.8% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.4M | 7.0% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.0M | 6.5% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.1M | 5.4% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.8% | |
| Brokerage Link Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.7M | 3.5% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.3% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| Vanguard Federal Money Market Inst | Mutual Funds | — | — | $2.2M | 2.8% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $1.8M | 2.4% | |
| Metropolitan West MetWest Total Return Bond P | Other securities | — | — | $1.6M | 2.1% | |
| Glenmede Small Cap Equity IS | Other securities | — | — | $1.4M | 1.9% | |
| MFS Massachusetts MFS MA Inv Trust R6 | Mutual Funds | — | — | $1.4M | 1.8% | |
| Fidelity Investments Fidelity Low Priced Stock K6 | Mutual Funds | — | — | $1.2M | 1.6% | |
| American Funds AF Europac Growth R6 | Mutual Funds | — | — | $1.0M | 1.3% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $941K | 1.2% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $914K | 1.2% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $843K | 1.1% | |
| Victory S Est Value R6 | Other securities | — | — | $756K | 1.0% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $709K | 0.9% | |
| T. Rowe Price TRP Equity Income I Class | Other securities | — | — | $628K | 0.8% | |
| Participant Loans Interest Rates 4.25%-9.5%, mature thru 12/17/2029 0 | Bonds / Notes | — | — | $550K | 0.7% | |
| Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $434K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $154K | 0.2% | |
| Invesco EQV Emerging Markets All Cap R5 | Mutual Funds | — | — | $139K | 0.2% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $83K | 0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
