Andrew Ursitti signed Longroad Energy Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Longroad Energy Management LLC's EIN is 32-0495103.
Download the official 2024 Form 5500 (PDF) for Longroad Energy Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Longroad Energy Management LLC's 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES,INC | — | NEW YORK, NY | CONTRACT ADMINISTRATOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vang 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $5.2M | 19.7% | |
| Vang Instl Tar Ret 2050 Mutual Fund | Other securities | — | — | $3.6M | 13.7% | |
| Vang Tar Ret 2040 Fund Mutual Fund | Other securities | — | — | $2.4M | 9.2% | |
| Vang Instl Tar Ret 2045 Mutual Fund | Other securities | — | — | $2.3M | 8.8% | |
| Vang Instl Tar Ret 2055 Mutual Fund | Other securities | — | — | $2.0M | 7.6% | |
| Vang Growth Index Adm Mutual Fund | Other securities | — | — | $1.6M | 6.0% | |
| Vang Instl Tar Ret 2035 Mutual Fund | Other securities | — | — | $1.4M | 5.3% | |
| Vang Instl Tar Ret 2030 Mutual Fund | Other securities | — | — | $818K | 3.1% | |
| Vang Total Intl Bond Index Adm Mutual Fund | Other securities | — | — | $682K | 2.6% | |
| Vang Instl Tar Ret 2060 Mutual Fund | Other securities | — | — | $544K | 2.1% | |
| Vang Instl Tar Ret 2025 Mutual Fund | Other securities | — | — | $542K | 2.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $538K | 2.0% | |
| Vang Dividend Apprec Index Adm Mutual Fund | Other securities | — | — | $438K | 1.7% | |
| Vang Instl Tar Ret 2020 Mutual Fund | Other securities | — | — | $381K | 1.4% | |
| Vang Mid-Cap Growth Index Adm Mutual Fund | Other securities | — | — | $376K | 1.4% | |
| Vang Fed Money Market Inv Cash Equivalents | Cash / Money Market | — | — | $354K | 1.3% | |
| Vang Sm-Cap Index Adm Mutual Fund | Other securities | — | — | $319K | 1.2% | |
| Vang Small Cap Growth Index Mutual Fund | Other securities | — | — | $309K | 1.2% | |
| Vang Balanced Index Adm Mutual Fund | Other securities | — | — | $308K | 1.2% | |
| Vang Sm-Cap Value Index Adm Mutual Fund | Other securities | — | — | $283K | 1.1% | |
| Vanguard Emerging Mkts Stock Mutual Fund | Mutual Funds | — | — | $268K | 1.0% | |
| Vang Value Index Adm Mutual Fund | Other securities | — | — | $254K | 1.0% | |
| Participant Loan | Participant loans | — | — | $219K | 0.8% | |
| Vang Mid-Cap Value Index Adm Mutual Fund | Other securities | — | — | $185K | 0.7% | |
| Vang Real Estate Index Adm Mutual Fund | Other securities | — | — | $164K | 0.6% | |
| Vang Mid Cap Index Adm Mutual Fund | Other securities | — | — | $129K | 0.5% | |
| Vang Short-Term Invest Grade Mutual Fund | Other securities | — | — | $100K | 0.4% | |
| Vang Total Intl Bond Index Mutual Fund | Other securities | — | — | $67K | 0.3% | |
| Calvert Intl responsible index Mutual Fund | Other securities | — | — | $24K | <0.1% | |
| Calvert US Large Cap Core Reso Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| Calvert us mid cap core resp Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vang Instl Tar Ret 2030 Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
