JILL K Miller signed Environmental Systems Design, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Environmental Systems Design, Inc.'s EIN is 36-2613805.
Download the official 2024 Form 5500 (PDF) for Environmental Systems Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Environmental Systems Design, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $7.4M | 11.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.3M | 9.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $6.1M | 9.4% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $5.7M | 8.9% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $5.1M | 8.0% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $5.1M | 8.0% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $4.2M | 6.6% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.8M | 4.4% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $2.4M | 3.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 2.9% | |
| Vanguard FTSE Social Index Admiral Fund | Mutual Funds | — | — | $1.8M | 2.9% | |
| Fidelity Managed Income Portfolio Class 2 Fund | Mutual Funds | — | — | $1.4M | 2.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.3M | 2.1% | |
| Blackrock High Yield Bond K Fund | Other securities | — | — | $1.1M | 1.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $944K | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $802K | 1.3% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $787K | 1.2% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $784K | 1.2% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $750K | 1.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $713K | 1.1% | |
| Fidelity Freedom Income K6 Fund | Mutual Funds | — | — | $596K | 0.9% | |
| Franklin Small Cap Value R6 Fund | Mutual Funds | — | — | $460K | 0.7% | |
| Franklin Utilities R6 Fund | Mutual Funds | — | — | $429K | 0.7% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $379K | 0.6% | |
| Participant-directed profit-sharing and 401(k) investments: (continued) Mutual funds: (continued) * Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $365K | 0.6% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $345K | 0.5% | |
| American Funds Inflation Linked Bond R6 Fund | Mutual Funds | — | — | $303K | 0.5% | |
| Allspring Special Mid Cap Value R6 Fund | Other securities | — | — | $205K | 0.3% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $194K | 0.3% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $168K | 0.3% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $158K | 0.2% | |
| Pimco International Bond Fund | Mutual Funds | — | — | $148K | 0.2% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $95K | 0.1% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $14K | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
