AMY Clemetson signed Navajo Transitional Energy Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navajo Transitional Energy Company, LLC's EIN is 46-4009272.
Download the official 2024 Form 5500 (PDF) for Navajo Transitional Energy Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navajo Transitional Energy Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $26.0M | 12.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $25.1M | 12.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $19.1M | 9.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $14.0M | 6.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $13.8M | 6.6% | |
| Harbor Capital Appreciation | Other securities | — | — | $13.1M | 6.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $12.8M | 6.1% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $11.4M | 5.4% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $9.1M | 4.4% | |
| Galliard Collective Trust - Stable return fund | Common Collective Trusts | — | — | $8.4M | 4.0% | |
| GALLIARD STBLE RET Q WELLS FARGO BANK, N.A. · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $8.4M | 4.0% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $6.5M | 3.1% | |
| Artisan Partners International Value Fund | Other securities | — | — | $6.2M | 3.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5.7M | 2.7% | |
| maturing through November 2039 | Other securities | — | — | $4.8M | 2.3% | |
| PIMCO Total Return | Mutual Funds | — | — | $4.5M | 2.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4.1M | 2.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $4.0M | 1.9% | |
| MFS Investment Management Mid-Cap Value Class | Mutual Funds | — | — | $4.0M | 1.9% | |
| Janus Henderson Triton Fund Class | Mutual Funds | — | — | $3.4M | 1.6% | |
| American Europacific Growth | Other securities | — | — | $1.9M | 0.9% | |
| Prudential Total Return Bond | Other securities | — | — | $1.8M | 0.9% | |
| Personal Choice Retirement Account (PCRA) Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.7M | 0.8% | |
| Vanguard Mid-Cap Index Admiral Shares | Mutual Funds | — | — | $1.6M | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.5M | 0.7% | |
| Vanguard Small-Cap Index Admiral Shares | Mutual Funds | — | — | $1.5M | 0.7% | |
| Franklin Small-Cap Value Class | Mutual Funds | — | — | $1.4M | 0.7% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $964K | 0.5% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $667K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $599K | 0.3% | |
| Fidelity Money Market Trust Retirement Government Portfolio | Mutual Funds | — | — | $148K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
