Jeremy K. Gardner signed Ellison Environmental, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ellison Environmental, Inc.'s EIN is 26-2216075.
Download the official 2024 Form 5500 (PDF) for Ellison Environmental, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ellison Environmental, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | 94-3029777 | — | INVESTMENT BROKER | $36K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS FISHER ALL WORLD EQ COLL FUND CL FISHER INVESTMENTS · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $1.7M | 23.4% | |
| SS Vanguard Total World Stock Index Adm Mutual fund | Mutual Funds | — | — | $1.7M | 23.4% | |
| Schwab Self-Direct Invest Fund V Self directed brokerage account | Self-Directed Brokerage | — | — | $987K | 13.9% | |
| FISHER ALL WORLD EQ COLL FUND CLASS FISHER INVESTMENTS · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $911K | 12.8% | |
| Vanguard Federal Money Market Inv Money market | Mutual Funds | — | — | $510K | 7.2% | |
| SS FISHER U.S. FXD INC COLL FUND CL FISHER INVESTMENTS · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $264K | 3.7% | |
| SS Vanguard Total Bond Market Index Adm Mutual fund | Mutual Funds | — | — | $230K | 3.2% | |
| SS Vanguard Total Intl Bond Index Adm Mutual fund | Mutual Funds | — | — | $214K | 3.0% | |
| Vanguard Total Intl Bond Index Adm Mutual fund ** 700 Vanguard Total Intl Stock Index Adm Mutual fund ** 157 Vanguard Total Stock Market Index Adm Mutual fund | Common Collective Trusts | — | — | $179K | 2.5% | |
| Participant loans Interest rates 4.25%-9.50% - 0 - | Bonds / Notes | — | — | $129K | 1.8% | |
| Vanguard Mid Cap Index Adm Mutual fund | Mutual Funds | — | — | $105K | 1.5% | |
| Vanguard Growth Index Adm Mutual fund | Mutual Funds | — | — | $63K | 0.9% | |
| JPMorgan Emerging Markets Equity R6 Mutual fund | Other securities | — | — | $30K | 0.4% | |
| Vanguard Small-Cap Index Adm Mutual fund | Mutual Funds | — | — | $28K | 0.4% | |
| BlackRock LifePath Index 2055 K Mutual fund | Other securities | — | — | $24K | 0.3% | |
| Vanguard Total World Stock Index Adm Mutual fund | Mutual Funds | — | — | $24K | 0.3% | |
| BlackRock LifePath Index 2040 K Mutual fund | Other securities | — | — | $17K | 0.2% | |
| BlackRock LifePath Index 2050 K Mutual fund | Other securities | — | — | $17K | 0.2% | |
| SS Vanguard Inflation-Protected Sec Adm Mutual fund | Mutual Funds | — | — | $17K | 0.2% | |
| American Funds American Balanced R6 Mutual fund | Mutual Funds | — | — | $11K | 0.1% | |
| BlackRock LifePath Index 2065 K Mutual fund | Other securities | — | — | $11K | 0.1% | |
| Vanguard Total Bond Market Index Adm Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Value Index Adm Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Schwab Self-Direct Cash Fund V Self directed brokerage account | Self-Directed Brokerage | — | — | $3K | <0.1% | |
| FISHER U.S. FXD INC COLL FUND CLASS FISHER INVESTMENTS · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC BENEFIT SERVICES, INC | — | SHERMAN OAKS, CA | THIRD PARTY ADMINISTRATOR | $13K | — |
