Daniel Geiger signed ENV Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ENV Services, Inc.'s EIN is 23-3006268.
Download the official 2024 Form 5500 (PDF) for ENV Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ENV Services, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Grth R6 | Other securities | — | — | $2.0M | 14.3% | |
| Ishares S&P 500 Index Fd CL K | Common Collective Trusts | — | — | $1.8M | 13.1% | |
| Principal Mid-Cap Fund CL R6 | Other securities | — | — | $1.8M | 13.0% | |
| American Washington | Other securities | — | — | $1.2M | 8.8% | |
| American Balanced Fund CL R6 | Other securities | — | — | $1.1M | 8.1% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $708K | 5.0% | |
| American Fds Trgt Date Ret 2030 R6 | Other securities | — | — | $484K | 3.4% | |
| PGIM Total Return Bond Fund Z | Other securities | — | — | $470K | 3.3% | |
| Blackrock Technology Opp Inst | Other securities | — | — | $431K | 3.1% | |
| American Eupac Fund | Other securities | — | — | $414K | 2.9% | |
| American Fds Trgt Date Ret 2035 R6 | Other securities | — | — | $380K | 2.7% | |
| Federated Hermes Mid-Cap Index Fund | Common Collective Trusts | — | — | $273K | 1.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $267K | 1.9% | |
| GARTMORE MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $252K | 1.8% | |
| American High Income | Other securities | — | — | $248K | 1.8% | |
| American Fds Trgt Date Ret 2040 R6 | Other securities | — | — | $229K | 1.6% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $227K | 1.6% | |
| Vanguard Short-Term Invst Grade Adm | Mutual Funds | — | — | $225K | 1.6% | |
| American Fds Trgt Date Ret 2055 R6 | Other securities | — | — | $181K | 1.3% | |
| Vanguard Mid-Cap Value Adm | Mutual Funds | — | — | $146K | 1.0% | |
| Baird Aggegate Bd Inst | Other securities | — | — | $143K | 1.0% | |
| American Fds Trgt Date Ret 2045 R6 | Other securities | — | — | $138K | 1.0% | |
| Participant loans | Participant loans | — | — | $130K | 0.9% | |
| Metlife Stable Value Fund | Stable Value | — | — | $115K | 0.8% | |
| Invesco Discovery Fund R6 | Mutual Funds | — | — | $89K | 0.6% | |
| Vanguard Real Estate In Fd Admiral Shares | Mutual Funds | — | — | $86K | 0.6% | |
| American Fds Trgt Date Ret 2025 R6 | Other securities | — | — | $67K | 0.5% | |
| American Fds Trgt Date Ret 2020 R6 | Other securities | — | — | $43K | 0.3% | |
| American Fds Trgt Date Ret 2060 R6 | Other securities | — | — | $36K | 0.3% | |
| American Fds Trgt Date Ret 2050 R6 | Other securities | — | — | $30K | 0.2% | |
| American Fds Trgt Date Ret 2065 R6 | Other securities | — | — | $23K | 0.2% | |
| MFS International Diversification Class R6 | Mutual Funds | — | — | $20K | 0.1% | |
| American Fds Trgt Date Ret 2015 R6 | Other securities | — | — | $6K | <0.1% | |
| American Fds Trgt Date Ret 2010 R6 | Other securities | — | — | $18 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
