Center for Energy and Environment's EIN is 41-1647799.
Download the official 2024 Form 5500 (PDF) for Center for Energy and Environment from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Center for Energy and Environment's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | NONE | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.7M | 35.3% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | — | $2.0M | 12.2% | |
| The Standard Stable Asset Fund A | Other securities | — | — | $1.3M | 8.3% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.3M | 8.2% | |
| Hartford Schrodrs International Stock A | Other securities | — | — | $1.3M | 7.8% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $1.0M | 6.5% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $1.0M | 6.5% | |
| Mutual of America Mutual of America Interest Accumulation Account | Other securities | — | — | $952K | 5.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $569K | 3.5% | |
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 004 | Pooled Separate Account | — | — | $370K | 2.3% | |
| Mutual of America MoA Clear Passage 2030 Fund | Other securities | — | — | $303K | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $242K | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $141K | 0.9% | |
| Alliance Bernstain Large Cap Growth I | Other securities | — | — | $77K | 0.5% | |
| Mutual of America Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $54K | 0.3% | |
| Putnam Large Cap Value Fund Class Y | Mutual Funds | — | — | $49K | 0.3% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $29K | 0.2% | |
| Wells Fargo Advantage Spec Mid Cap Value A | Other securities | — | — | $20K | 0.1% | |
| Mutual of America MoA Intermediate Bond Fund | Other securities | — | — | $13K | <0.1% | |
| Participants Notes Receivable, Interest Rates 6.2% - 8.5% - | Bonds / Notes | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.