Kathy CHEW signed Envision AESC US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envision AESC US, LLC's EIN is 35-2605044.
Download the official 2024 Form 5500 (PDF) for Envision AESC US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envision AESC US, 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 |
|---|---|---|---|---|---|
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 TR-E | Other securities | — | — | $4.1M | 13.9% | |
| T. ROWE PRICE RETIREMENT 2050 TR-E | Other securities | — | — | $3.4M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2040 TR-E | Other securities | — | — | $2.7M | 9.0% | |
| T. ROWE PRICE EQUITY INDEX 500 INV | Common Collective Trusts | — | — | $2.5M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2055 TR-E | Other securities | — | — | $2.5M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2035 TR E | Other securities | — | — | $2.1M | 7.2% | |
| AB US LARGE CAP GROWTH (W SERS) CL L | Other securities | — | — | $1.8M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2030 TR-E | Other securities | — | — | $1.6M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2060 TR-E | Other securities | — | — | $1.4M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2025 TR-E | Other securities | — | — | $958K | 3.2% | |
| PARTICIPANT LOANS | Participant loans | — | — | $626K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR-E | Other securities | — | — | $571K | 1.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $404K | 1.4% | |
| T. ROWE PRICE EXTENDED EQ MKT INDEX INV | Other securities | — | — | $320K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2020 TR-E | Other securities | — | — | $297K | 1.0% | |
| CARILLON EAGLE MID CAP GROWTH R6 | Other securities | — | — | $271K | 0.9% | |
| T. ROWE PRICE QM US BOND INDEX INV | Other securities | — | — | $241K | 0.8% | |
| JPMORGAN MID-CAP VALUE FUND L | Other securities | — | — | $229K | 0.8% | |
| DFA US TARGETED VALUE PORTFOLIO | Mutual Funds | — | — | $219K | 0.7% | |
| T. ROWE PRICE INTL EQUITY INDEX INV | Common Collective Trusts | — | — | $202K | 0.7% | |
| T. ROWE PRICE OVERSEAS STOCK INV | Other securities | — | — | $185K | 0.6% | |
| T. ROWE PRICE INTL DISCOVERY INV | Other securities | — | — | $124K | 0.4% | |
| T. ROWE PRICE VALUE INV | Other securities | — | — | $104K | 0.3% | |
| PRINCIPAL REAL ESTATE SECURITIES FD R-6 | Other securities | — | — | $101K | 0.3% | |
| INVESCO DEVELOPING MKTS R6 | Mutual Funds | — | — | $98K | 0.3% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $94K | 0.3% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | Other securities | — | — | $88K | 0.3% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $67K | 0.2% | |
| INVESCO DISCOVERY R6 | Mutual Funds | — | — | $64K | 0.2% | |
| PIMCO ALL ASSET FUND INSTITUTIONAL CLASS | Mutual Funds | — | — | $27K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR-E | 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.
| Indirect comp |
|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $163K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1520346 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
