Jennifer Logan signed Alliance for Sustainable Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance for Sustainable Energy, LLC's EIN is 26-1939342.
Download the official 2024 Form 5500 (PDF) for Alliance for Sustainable Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance for Sustainable Energy, LLC's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $389K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENT TRUST CO | 91-1116938 | — | INVESTMENT ADVISOR | $128K |
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.
| — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKER | $3K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Mutual Fund | Mutual Funds | — | — | $68.2M | 10.9% | |
| T. Rowe Price Lrg Cp Gr I Mutual Fund | Other securities | — | — | $50.4M | 8.1% | |
| Vanguard Target Retrmnt 2050 Mutual Fund | Mutual Funds | — | — | $41.6M | 6.7% | |
| Empower Gold Sachs Govt Inc Inst Mutual Fund 489 Dodge & Cox Stock I Mutual Fund | Mutual Funds | — | — | $35.8M | 5.7% | |
| Vanguard Target Retrmnt 2040 Mutual Fund | Mutual Funds | — | — | $31.9M | 5.1% | |
| Vanguard Federal Money Market Money Market | Mutual Funds | — | — | $31.5M | 5.0% | |
| Vanguard Target Retrmnt 2035 Mutual Fund | Mutual Funds | — | — | $31.5M | 5.0% | |
| Vanguard Target Retrmnt 2045 Mutual Fund | Mutual Funds | — | — | $31.1M | 5.0% | |
| Vanguard Extended Mkt Index Instl Mutual Fund | Mutual Funds | — | — | $26.3M | 4.2% | |
| Vanguard Target Retrmnt 2055 Mutual Fund | Mutual Funds | — | — | $24.7M | 3.9% | |
| Vanguard Target Retrmnt 2030 Mutual Fund | Mutual Funds | — | — | $22.8M | 3.7% | |
| Goldman Sachs intl Eq Insights Instl Mutual Fund | Other securities | — | — | $22.2M | 3.6% | |
| Vanguard Target Retrmnt 2025 Mutual Fund | Mutual Funds | — | — | $17.9M | 2.9% | |
| JP Morgan US Eq R6 Mutual Fund | Other securities | — | — | $17.4M | 2.8% | |
| Vanguard Total Bond Mkt Index Instl Mutual Fund | Mutual Funds | — | — | $15.8M | 2.5% | |
| Vanguard Russell 2000 Growth Index I Mutual Fund | Common Collective Trusts | — | — | $14.8M | 2.4% | |
| Vanguard Russell 2000 Value Index I Mutual Fund | Common Collective Trusts | — | — | $14.8M | 2.4% | |
| Total Guaranteed Annuity Contracts | Other securities | — | — | $11.9M | 1.9% | |
| CREF Stock R2 *** Mutual Fund | Mutual Funds | — | — | $11.6M | 1.9% | |
| Vanguard Target Retrmnt 2060 Mutual Fund | Mutual Funds | — | — | $11.3M | 1.8% | |
| Vanguard Total Intl Stock Idx Instl Mutual Fund | Common Collective Trusts | — | — | $10.7M | 1.7% | |
| Vanguard FTSE Social Index Admiral Mutual Fund | Mutual Funds | — | — | $10.6M | 1.7% | |
| CREF Growth R2 *** Mutual Fund | Mutual Funds | — | — | $9.7M | 1.6% | |
| Charles Schwab Institutional Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $8.5M | 1.4% | |
| PIMCO Total Return Instl Mutual Fund | Mutual Funds | — | — | $8.3M | 1.3% | |
| TIAA Traditional Benefit Responsive Guaranteed annuity contracts | Mutual Funds | — | — | $6.7M | 1.1% | |
| Vanguard Target Retrmnt 2020 Mutual Fund | Mutual Funds | — | — | $5.8M | 0.9% | |
| TIAA Traditional Non Benefit Responsive Guaranteed annuity contracts | Mutual Funds | — | — | $5.2M | 0.8% | |
| CREF Equity Index R2 *** Mutual Fund | Common Collective Trusts | — | — | $4.8M | 0.8% | |
| Vanguard Target Retrmnt Inc Mutual Fund | Mutual Funds | — | — | $4.3M | 0.7% | |
| CREF Social Choice R2 *** Mutual Fund | Mutual Funds | — | — | $4.2M | 0.7% | |
| CREF Global Equities R2 *** Mutual Fund | Mutual Funds | — | — | $4.2M | 0.7% | |
| STOCK INDEX ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 074 | Pooled Separate Account | — | — | $3.5M | 0.6% | |
| Vanguard Target Retrmnt 2065 Inv Mutual Fund | Mutual Funds | — | — | $3.1M | 0.5% | |
| Various maturity dates through 2030; interest * Participant Loans rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $2.8M | 0.5% | |
| CREF Bond Market R2 *** Mutual Fund | Mutual Funds | — | — | $2.2M | 0.3% | |
| CAPITAL GROWTH ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 005 | Pooled Separate Account | — | — | $2.0M | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 0.3% | |
| EQUITY ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 072 | Pooled Separate Account | — | — | $1.4M | 0.2% | |
| CREF Inflation-Linked Bond R2 *** Mutual Fund | Mutual Funds | — | — | $1.0M | 0.2% | |
| CREF Money Market R2 Money Market | Mutual Funds | — | — | $848K | 0.1% | |
| FLEXIBLE MANAGED ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 089 | Pooled Separate Account | — | — | $494K | <0.1% | |
| GLOBAL ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 063 | Pooled Separate Account | — | — | $422K | <0.1% | |
| CONSERVATIVE BALANCED ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 088 | Pooled Separate Account | — | — | $250K | <0.1% | |
| DIVERSIFIED BOND ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 094 | Pooled Separate Account | — | — | $118K | <0.1% | |
| Empower Guaranteed Income Fund Insurance company general account | Common Stocks | — | — | $115K | <0.1% | |
| Transamerica Financial Life Ins. Co. Insurance company general account | Common Stocks | — | — | $102K | <0.1% | |
| GOVERNMENT INCOME ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 003 | Pooled Separate Account | — | — | $83K | <0.1% | |
| TIAA Plan Loan Default Fund Guaranteed annuity contracts | Mutual Funds | — | — | $47K | <0.1% | |
| MONEY MARKET ACCOUNT EMPOWER TRUST COMPANY, LLC · EIN 06-1050034 / PN 085 | Pooled Separate Account | — | — | $24K | <0.1% |
