Barbara Bermudes signed The Gas Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Gas Company, LLC's EIN is 38-3679115.
Download the official 2024 Form 5500 (PDF) for The Gas Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Gas Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $7.5M | 11.6% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $7.1M | 10.9% | |
| American Funds AF TRGT DATE 2035 R6 A | Mutual Funds | — | — | $7.0M | 10.8% | |
| PRIMECAP PRMCP ODYSSEY STOCK | Mutual Funds | — | — | $5.7M | 8.8% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $4.5M | 7.0% | |
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $3.4M | 5.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.2M | 5.0% | |
| Brokeragelink Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $2.9M | 4.5% | |
| American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $2.7M | 4.2% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $2.6M | 4.1% | |
| American Funds AF TRGT DATE 2015 R6 A | Mutual Funds | — | — | $2.6M | 4.0% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $2.2M | 3.4% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.9% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $1.4M | 2.1% | |
| Fidelity FID STK SEL SM CAP | Mutual Funds | — | — | $1.4M | 2.1% | |
| MFS MID CAP VALUE R3 | Mutual Funds | — | — | $1.3M | 2.0% | |
| MFS INTL EQUITY R6 | Mutual Funds | — | — | $1.3M | 1.9% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $1.3M | 1.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $1.3M | 1.9% | |
| Touchstone TOUCHSTN MIDCPGR R6 | Other securities | — | — | $993K | 1.5% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $873K | 1.3% | |
| American Funds AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $541K | 0.8% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $350K | 0.5% | |
| Vanguard VANG VMMR-FED MMKT | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
