JEFF Hamblin signed Aptive Environmental, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aptive Environmental, LLC's EIN is 47-5551416.
Download the official 2024 Form 5500 (PDF) for Aptive Environmental, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aptive Environmental, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.2M | 22.4% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.6M | 18.0% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.0M | 13.9% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.6M | 11.1% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 8.7% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $634K | 4.4% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $594K | 4.1% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $440K | 3.1% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $395K | 2.7% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $324K | 2.3% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $279K | 1.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $147K | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $145K | 1.0% | |
| MFS Mid Cap Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $113K | 0.8% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $112K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $81K | 0.6% | |
| Fidelity Small Cap Growth K6 Mutual Fund N/A | Mutual Funds | — | — | $71K | 0.5% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $54K | 0.4% | |
| American funds American Mutual R6 Mutual Fund N/A | Mutual Funds | — | — | $50K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $45K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $44K | 0.3% | |
| Fidelity Total Bond K6 Mutual Fund N/A | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $29K | 0.2% | |
| Fidelity Global Ex Us Index Mutual Fund N/A | Mutual Funds | — | — | $23K | 0.2% | |
| Victory Sycamore establishe Value R6 Mutual Fund N/A | Other securities | — | — | $21K | 0.1% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $16K | 0.1% | |
| Pimco Income Instl Mutual Fund N/A | Mutual Funds | — | — | $15K | 0.1% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity Emerging Markets Index Mutual Fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| MFS Intl Diversification R6 Mutual Fund N/A | Mutual Funds | — | — | $9K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8K | <0.1% | |
| Cohen & Steers Realty Shares Z Mutual Fund N/A | Other securities | — | — | $7K | <0.1% | |
| Allspring Special Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $3K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $120 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $47K | — |
