David Devries signed SET Environmental, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SET Environmental, Inc.'s EIN is 36-3018246.
Download the official 2024 Form 5500 (PDF) for SET Environmental, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SET Environmental, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 13-3180817 | — | N/A | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $67K | — |
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 Advisor Growth Opportunities Fund | Mutual Funds | — | — | $6.3M | 14.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.9M | 13.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.4M | 9.9% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 8.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.5M | 8.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.9M | 6.6% | |
| Common or collective trust funds Metlife GAC Series 25053 | Common Collective Trusts | — | — | $2.5M | 5.7% | |
| MET MANAGED GIC 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.7% | |
| JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $2.1M | 4.8% | |
| Vanguard Small Cap Growth Index Admiral Fund | Mutual Funds | — | — | $1.6M | 3.6% | |
| Registered investment companies American Century Small Cap Value Fund | Other securities | — | — | $1.4M | 3.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.3M | 2.9% | |
| Massachusetts Financial Services Mid Cap Value R6 Fund | Other securities | — | — | $1.1M | 2.6% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.0M | 2.3% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $786K | 1.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $749K | 1.7% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $653K | 1.5% | |
| DFA Securities Inflation-Protected Securities Fund | Mutual Funds | — | — | $426K | 1.0% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $408K | 0.9% | |
| Participant loans 4.25% - 9.50% interest, maturing through 2034 -0- | Bonds / Notes | — | — | $408K | 0.9% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $398K | 0.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $379K | 0.9% | |
| GQG Partners Emerging Markets EQ Fund | Other securities | — | — | $260K | 0.6% | |
| DFA Securities Global Real Estate Securities Portfolio Fund | Mutual Funds | — | — | $239K | 0.5% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $235K | 0.5% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $221K | 0.5% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $162K | 0.4% | |
| BlackRock High Yield Bond Institutional Fund | Other securities | — | — | $144K | 0.3% | |
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $31K | <0.1% | |
| Spacons Great Gray Collective Inv Tr Spacons PTF R6 | Common Collective Trusts | — | — | $25K | <0.1% | |
| SPA CONSERVATIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $25K | <0.1% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $20K | <0.1% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $13K | <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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $106K | — |
