Suzanne Smith signed Terra Energy Partners Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Terra Energy Partners Management, LLC's EIN is 47-3797277.
Download the official 2024 Form 5500 (PDF) for Terra Energy Partners Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Terra Energy Partners Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual fund - | Common Collective Trusts | — | — | $9.6M | 19.2% | |
| Vanguard Target Retirement 2050 Inv Mutual fund - | Mutual Funds | — | — | $3.6M | 7.2% | |
| Vanguard Growth Index Mutual fund - | Mutual Funds | — | — | $3.5M | 7.0% | |
| Vanguard Target Retirement 2040 Inv Mutual fund - | Mutual Funds | — | — | $3.4M | 6.8% | |
| Ishares Msci Eafe International Index K Mutual fund - | Other securities | — | — | $2.3M | 4.6% | |
| American Funds New World Mutual fund - | Mutual Funds | — | — | $2.3M | 4.6% | |
| Vanguard Small Cap Index Adm Mutual fund - | Mutual Funds | — | — | $2.2M | 4.5% | |
| JPMorgan Equity Income Mutual fund - | Other securities | — | — | $2.2M | 4.4% | |
| American Funds EuroPacific Gr R6 Mutual fund - | Mutual Funds | — | — | $2.1M | 4.2% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund - | Common Collective Trusts | — | — | $2.0M | 4.0% | |
| Vanguard Target Retirement 2055 Inv Mutual fund - | Mutual Funds | — | — | $1.8M | 3.5% | |
| Vanguard Target Retirement 2035 Inv Mutual fund - | Mutual Funds | — | — | $1.7M | 3.5% | |
| Vanguard Total Bond Market Index Admiral Mutual fund - | Mutual Funds | — | — | $1.6M | 3.1% | |
| Vanguard Target Retirement 2020 Inv Mutual fund - | Mutual Funds | — | — | $1.3M | 2.5% | |
| PIMCO Income Instl Mutual fund - | Mutual Funds | — | — | $1.1M | 2.2% | |
| Fully Benefit-Responsive Investment Contact at Contract Value * Empower Select Guaranteed Fund Guaranteed investment contract - | Stable Value | — | — | $966K | 1.9% | |
| Notes receivable from participants Varying maturity dates and interest rates ranging from 5.25% to 10.50%. - | Bonds / Notes | — | — | $951K | 1.9% | |
| JPMorgan Small Cap Growth Mutual fund - | Other securities | — | — | $763K | 1.5% | |
| Vanguard Target Retirement 2030 Inv Mutual fund - | Mutual Funds | — | — | $748K | 1.5% | |
| Fidelity Advisor Small Cap Value Mutual fund - | Mutual Funds | — | — | $724K | 1.5% | |
| PGIM Total Return Bond R6 Mutual fund - | Other securities | — | — | $724K | 1.5% | |
| Vanguard Target Retirement 2045 Inv Mutual fund - | Mutual Funds | — | — | $703K | 1.4% | |
| Vanguard Target Retirement 2025 Inv Mutual fund - | Mutual Funds | — | — | $666K | 1.3% | |
| DFA Real Estate Securities I Mutual fund - | Mutual Funds | — | — | $633K | 1.3% | |
| Vanguard Target Retirement 2060 Inv Mutual fund - | Mutual Funds | — | — | $457K | 0.9% | |
| FIDUCIARY INVESTMENT TRUST BALANCED COMERICA BANK · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $435K | 0.9% | |
| Blackrock Midcap Growth Equity Mutual fund - | Other securities | — | — | $433K | 0.9% | |
| Virtus Silvant Focused Growth Mutual fund - | Other securities | — | — | $294K | 0.6% | |
| FIDUCIARY INVESTMENT TRUST MOD-CNSR COMERICA BANK · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $278K | 0.6% | |
| Victory Integrity Mid-Cap Value R6 Mutual fund - | Other securities | — | — | $248K | 0.5% | |
| FIDUCIARY INVESTMENT TRUST AGGR C COMERICA BANK · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $124K | 0.2% | |
| Vanguard Target Retirement 2065 Inv Mutual fund - | Mutual Funds | — | — | $83K | 0.2% | |
| FIDUCIARY INVESTMENT TRUST GROWTH C COMERICA BANK · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $75K | 0.2% | |
| FIDUCIARY INVESTMENT TRUST CNSRV C COMERICA BANK · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
