Jennifer Lofgren signed Groundwater & Environmental SERV's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Groundwater & Environmental SERV's EIN is 23-2335424.
Download the official 2024 Form 5500 (PDF) for Groundwater & Environmental SERV from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Groundwater & Environmental SERV's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $19.2M | 24.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $13.4M | 17.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.5M | 12.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $7.1M | 9.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $6.7M | 8.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.7M | 2.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.6M | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.6M | 2.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $1.5M | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.5M | 1.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.4M | 1.8% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $1.4M | 1.8% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $1.3M | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $887K | 1.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $794K | 1.0% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $695K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $666K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $526K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $295K | 0.4% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $254K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
