Marlee Bresso signed John E. Green Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John E. Green Company's EIN is 38-0607500.
Download the official 2024 Form 5500 (PDF) for John E. Green Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John E. Green Company's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN FINANCIAL ADVISORS | — | CHICAGO, IL | NONE | $21K | — |
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.
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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.0M | 16.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.9M | 14.5% | |
| HARBOR CAP APPRECIATION CIT R HARBOR TRUST COMPANY, INC · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $4.5M | 9.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.4M | 7.1% | |
| Touchstone Value Institutional | Other securities | — | — | $2.6M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.1% | |
| Harbor Capital John Hancock Disc Value Intl R6 | Other securities | — | — | $2.4M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.3M | 4.9% | |
| Baron Capital Group Baron Asset Inst | Common Stocks | — | — | $1.9M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $948K | 2.0% | |
| Principal Smallcap Value II R6 | Other securities | — | — | $925K | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $881K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $843K | 1.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $814K | 1.7% | |
| Principal Smallcap Growth I R6 | Other securities | — | — | $805K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $795K | 1.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $581K | 1.2% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $529K | 1.1% | |
| American Century Investments American Century Mid Cap Value R6 | Other securities | — | — | $460K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $449K | 0.9% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $341K | 0.7% | |
| Participants Participant loans bearing interest at rates from 4.25 to 9.50 percent - | Participant loans | — | — | $284K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $186K | 0.4% | |
| Vanguard Group Vanguard Inflation-Protected Secs ADM | Mutual Funds | — | — | $147K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $143K | 0.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $116K | 0.2% | |
| U.S. Treasury US Treasury Money Fund | U.S. Treasuries | — | — | $13K | <0.1% |
