William Bennett signed Enerwise Global Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enerwise Global Technologies' EIN is 23-3073713.
Download the official 2024 Form 5500 (PDF) for Enerwise Global Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enerwise Global Technologies' 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 | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC |
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 2030 | Registered Investment Companies | — | — | $4.7M | 13.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.7M | 10.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.5M | 9.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.5M | 9.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.4M | 9.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.3M | 9.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.1M | 8.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.5M | 6.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $855K | 2.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $496K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $408K | 1.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $383K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $366K | 1.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $353K | 1.0% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $328K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $318K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $209K | 0.6% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $176K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $164K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $127K | 0.4% | |
| FA STRATEGIC INCOME | Registered Investment Companies | — | — | $20K | <0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-5320133 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $41K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 45-1135289 | — | ACCOUNTANT | $11K | — |
