LISA Orpen signed Great River Energy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great River Energy's EIN is 41-1924988.
Download the official 2024 Form 5500 (PDF) for Great River Energy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great River Energy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | -$39K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $131.9M | 28.8% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $30.1M | 6.6% | |
| Metwest Total Return Bond P Fund - * Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $28.2M | 6.2% | |
| FIAM CORE PLUS CL J FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $27.7M | 6.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.6M | 4.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $18.3M | 4.0% | |
| Fidelity Puritan K Fund | Mutual Funds | — | — | $17.8M | 3.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.0M | 3.7% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $16.1M | 3.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $15.9M | 3.5% | |
| JP Morgan JP Morgan Midcap Value L Fund | Other securities | — | — | $14.8M | 3.2% | |
| Vanguard Retirement Savings Trust IV Fund | Mutual Funds | — | — | $14.8M | 3.2% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $14.8M | 3.2% | |
| Vanguard Explorer Adm Fund | Mutual Funds | — | — | $14.7M | 3.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $13.6M | 3.0% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity | Common Stocks | — | — | $12.1M | 2.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.1M | 2.4% | |
| T Rowe Price T Rowe Price Money Market Fund | Mutual Funds | — | — | $11.0M | 2.4% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.5M | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.5M | 1.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $4.9M | 1.1% | |
| T Rowe Price T Rowe Price International Discovery Fund | Mutual Funds | — | — | $4.7M | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4.3M | 0.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.2M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $653K | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $80K | <0.1% |
