Mario Hernandez signed Flywheel Energy Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flywheel Energy Management, LLC's EIN is 36-4863019.
Download the official 2024 Form 5500 (PDF) for Flywheel Energy Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flywheel Energy Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Mgmt Co Fidelity Freedom 2045 K6 N/A | Mutual Funds | — | — | $5.5M | 17.8% | |
| Fidelity Mgmt Co Fidelity 500 Index N/A | Common Collective Trusts | — | — | $5.1M | 16.6% | |
| Fidelity Mgmt Co Fidelity Freedom 2055 K6 N/A | Mutual Funds | — | — | $3.4M | 11.0% | |
| Fidelity Mgmt Co Fidelity Freedom 2040 K6 N/A | Mutual Funds | — | — | $3.0M | 9.6% | |
| Fidelity Mgmt Co Fidelity Freedom 2035 K6 N/A | Mutual Funds | — | — | $2.4M | 7.8% | |
| MFS Capital Group MFS Mid Cap Growth R6 N/A | Mutual Funds | — | — | $1.0M | 3.3% | |
| Fidelity Mgmt Co Fidelity Freedom 2030 K6 N/A | Mutual Funds | — | — | $808K | 2.6% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $753K | 2.4% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $507K | 1.6% | |
| Emerald Growth Partners Emerald Growth Inst N/A | Other securities | — | — | $409K | 1.3% | |
| Fidelity Mgmt Co Fidelity Extended Market Index Fund N/A | Common Collective Trusts | — | — | $362K | 1.2% | |
| Fidelity Mgmt Co Fidelity Internatonal Index Fund N/A | Common Collective Trusts | — | — | $346K | 1.1% | |
| Fidelity Mgmt Co Fidelity Freedom 2060 K6 N/A | Mutual Funds | — | — | $339K | 1.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $320K | 1.0% | |
| Fidelity Mgmt Co Fidelity US Bond Index N/A | Mutual Funds | — | — | $264K | 0.9% | |
| Fidelity Mgmt Co Fidelity Real Estate Index N/A | Mutual Funds | — | — | $261K | 0.8% | |
| MID CAP VAL II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $234K | 0.8% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights Fu N/A | Other securities | — | — | $217K | 0.7% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $170K | 0.6% | |
| Fidelity Mgmt Co Fidelity Freedom 2025 K6 N/A | Mutual Funds | — | — | $165K | 0.5% | |
| Fidelity Mgmt Co Fidelity Freedom 2065 K6 N/A | Mutual Funds | — | — | $84K | 0.3% | |
| Fidelity Mgmt Co Fidelity Freedom 2020 K6 N/A | Mutual Funds | — | — | $66K | 0.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $58K | 0.2% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $14K | <0.1% | |
| Fidelity Mgmt Co Fidelity Freedom Inc K6 N/A | Mutual Funds | — | — | $4K | <0.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2K | <0.1% | |
| LARGE CAP GRTH I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | 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.
