LISA Fugelo signed AES Clean Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AES Clean Technology, Inc.'s EIN is 23-2408264.
Download the official 2024 Form 5500 (PDF) for AES Clean Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AES Clean Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES INSURANCE GROUP INC | 59-1199408 | — | OTHER SERVICES | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.4M | 14.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 13.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.9M | 11.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.6M | 9.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 9.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.0M | 6.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $968K | 5.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $955K | 5.8% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $460K | 2.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $445K | 2.7% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $414K | 2.5% | |
| Participant Loans Interest rates ranging from 3.25% to 7.5% | Bonds / Notes | — | — | $242K | 1.5% | |
| Vanguard Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $204K | 1.2% | |
| Vanguard FTSE All-World ex-US Index Fund | Common Collective Trusts | — | — | $164K | 1.0% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $116K | 0.7% | |
| PIMCO StocksPLUS International Institutional Fund | Mutual Funds | — | — | $114K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $91K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $90K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $69K | 0.4% | |
| John Hancock John Hancock Bond R6 Fund | Other securities | — | — | $58K | 0.4% | |
| Invesco Senior Floating Rate R6 Fund | Mutual Funds | — | — | $57K | 0.3% | |
| MassMutual Small Cap Opportunities Fund | Mutual Funds | — | — | $42K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $42K | 0.3% | |
| PIMCO StocksPLUS Absolute Return Institutional Fund | Mutual Funds | — | — | $35K | 0.2% | |
| PIMCO Investment Grade Credit Bond Institutional Fund | U.S. Treasuries | — | — | $28K | 0.2% | |
| MFS Blended Research Mid Cap Equity Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Global Capital Cycles Investor Fund | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
