Diane Kennedy signed EEG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EEG, Inc.'s EIN is 20-8939053.
Download the official 2024 Form 5500 (PDF) for EEG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EEG, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | RETAINED BY EMPLOYER | $41K | — |
| NORTHSTAR FIDUCIARY PARTNERS | 30-0132728 |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Target 2020 Fund R6 N/R | Mutual Funds | — | — | $4.2M | 17.0% | |
| American Funds American Target 2030 Fund R6 N/R | Mutual Funds | — | — | $3.1M | 12.7% | |
| American Funds American Target 2045 Fund R6 N/R | Mutual Funds | — | — | $3.1M | 12.6% | |
| American Funds American Target 2035 Fund R6 N/R | Mutual Funds | — | — | $2.7M | 11.2% | |
| American Funds American Target 2040 Fund R6 N/R | Mutual Funds | — | — | $2.7M | 11.1% | |
| American Funds American Target 2025 Fund R6 N/R | Mutual Funds | — | — | $2.2M | 8.9% | |
| American Funds American Target 2050 Fund R6 N/R | Mutual Funds | — | — | $2.0M | 8.0% | |
| American Funds American Target 2055 Fund R6 N/R | Mutual Funds | — | — | $767K | 3.2% | |
| American Funds American Target 2015 Fund R6 N/R | Mutual Funds | — | — | $724K | 3.0% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $714K | 2.9% | |
| METLIFE SV SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $363K | 1.5% | |
| Vanguard 500 Index Fund N/R | Common Collective Trusts | — | — | $312K | 1.3% | |
| Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $265K | 1.1% | |
| Fund American Funds American Target 2060 Fund R6 N/R | Mutual Funds | — | — | $232K | 1.0% | |
| American Funds American New Perspective R6 N/R | Mutual Funds | — | — | $139K | 0.6% | |
| Vanguard Balanced Index N/R | Mutual Funds | — | — | $138K | 0.6% | |
| Federated Hermes Federated Inst High Yield Bond N/R | Other securities | — | — | $111K | 0.5% | |
| American Funds American Target 2065 Fund R6 N/R | Mutual Funds | — | — | $108K | 0.4% | |
| PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $84K | 0.3% | |
| Vanguard Value Index Fund N/R | Common Collective Trusts | — | — | $81K | 0.3% | |
| Western Asset Management Western Asset Core Bond Fund N/R - Carillon Eagle Mid Cap Growth Fund R6 N/R | Other securities | — | — | $63K | 0.3% | |
| Index Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $63K | 0.3% | |
| American Funds American Cap Income Builder R6 N/R | Mutual Funds | — | — | $55K | 0.2% | |
| American Funds American Funds Inf Linked R6 N/R - Vanguard Explorer Fund Admiral N/R | Mutual Funds | — | — | $52K | 0.2% | |
| DFA Institutional Small Company N/R 103 Portfolio Cl I DFA Inflation-Protect Secs I N/R | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Mid-Cap Value Index N/R | Mutual Funds | — | — | $31K | 0.1% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard International Growth Fund N/R | Mutual Funds | — | — | $23K | <0.1% | |
| American Funds American Ret Income Portfolio N/R | Mutual Funds | — | — | $19K | <0.1% | |
| Money Market Fund JPMorgan US Government Money N/R | Cash / Money Market | — | — | $15K | <0.1% | |
| Vanguard Dev Mrkts Indx Adm N/R | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $9K | <0.1% | |
| JPMorgan Emerging Markets Equity N/R | Other securities | — | — | $8K | <0.1% | |
| Vanguard The Bond Fund of America R6 N/R | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO International Bond USD N/R | Mutual Funds | — | — | $7K | <0.1% | |
| R6 Vanguard International Value Fund N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z N/R | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RETAINED BY EMPLOYER |
| $11K |
| — |
