Shayne Wilwert signed All Energy Solar, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
All Energy Solar, Inc.'s EIN is 27-2103755.
Download the official 2024 Form 5500 (PDF) for All Energy Solar, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)All Energy Solar, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $26K | — |
| TAX SHELTERED COMPENSATION, INC | 41-0955056 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2050 R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 24.4% | |
| MFS Lifetime 2045 R6 Mutual Fund | Mutual Funds | — | — | $1.2M | 16.0% | |
| MFS Lifetime 2055 R6 Mutual Fund | Mutual Funds | — | — | $957K | 12.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $552K | 7.1% | |
| MFS Lifetime 2040 R6 Mutual Fund | Mutual Funds | — | — | $427K | 5.5% | |
| MFS Lifetime 2035 R6 Mutual Fund | Mutual Funds | — | — | $393K | 5.1% | |
| MFS Lifetime 2060 R6 Mutual Fund | Mutual Funds | — | — | $381K | 4.9% | |
| MFS Lifetime 2025 R6 Mutual Fund | Mutual Funds | — | — | $320K | 4.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $281K | 3.6% | |
| JP Morgan Large cap Growth R6 Mutual Fund | Other securities | — | — | $274K | 3.5% | |
| MFS Lifetime 2065 R6 Mutual Fund | Mutual Funds | — | — | $165K | 2.1% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $146K | 1.9% | |
| Baird Core Plus Bond Inst Mutual Fund | Other securities | — | — | $114K | 1.5% | |
| Vanguard Equity-Income Adm Mutual Fund | Mutual Funds | — | — | $73K | 0.9% | |
| Guaranteed Investment * Transamerica Stable Value Core Option Contract | Stable Value | — | — | $71K | 0.9% | |
| MFS Lifetime 2030 R6 Mutual Fund | Mutual Funds | — | — | $66K | 0.9% | |
| maturing through June * Participants loans 2034 $0 | Participant loans | — | — | $59K | 0.8% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $53K | 0.7% | |
| Hood River Small-Cap Growth Retirement Mutual Fund | Other securities | — | — | $44K | 0.6% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $36K | 0.5% | |
| Calvert Global Energy Solutions I Mutual Fund | Other securities | — | — | $36K | 0.5% | |
| Oakmark International R6 Mutual Fund | Other securities | — | — | $36K | 0.5% | |
| Hotchkis & Wiley Value Opps Instl Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| MFS Lifetime Income R6 Mutual Fund | Mutual Funds | — | — | $31K | 0.4% | |
| BlackRock Emerging Mkts Mutual Fund | Other securities | — | — | $29K | 0.4% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| T.Rowe Price Mid Cap Growth I Mutual Fund | Other securities | — | — | $14K | 0.2% | |
| Calvert US Large Cap Core Rspnd Index R6 Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| Carillon Reams Unconstrained Bond R6 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Vanguard International Growth Adm Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2675571 |
| — |
| INVESTMENT ADCISORY-PLAN |
| $20K |
| — |
