Chris Solano signed The Greenery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Greenery, Inc.'s EIN is 56-1027469.
Download the official 2024 Form 5500 (PDF) for The Greenery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Greenery, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS GLOBAL EQUITY R6 FUND | Mutual Funds | — | — | $35.2M | 77.8% | |
| PRIN LARGECAP GROWTH I SA-Z | Common Stocks | — | — | $2.2M | 5.0% | |
| PRIN INTL EQUITY INDEX SA-Z | Common Collective Trusts | — | — | $978K | 2.2% | |
| MFS INTL GROWTH R6 FUND | Mutual Funds | — | — | $956K | 2.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $956K | 2.1% | |
| Common - Employer Security | Other securities | — | — | $791K | 1.7% | |
| MFS UTILITIES R6 FUND | Mutual Funds | — | — | $706K | 1.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $706K | 1.6% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $439K | 1.0% | |
| MFS MID CAP VALUE R6 FUND | Mutual Funds | — | — | $389K | 0.9% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $389K | 0.9% | |
| MFS MASS INVEST TRUST R6 FUND | Mutual Funds | — | — | $376K | 0.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $376K | 0.8% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | — | $360K | 0.8% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | — | $358K | 0.8% | |
| GALLIARD RETIRE INC FUND CL 35 | Common Stocks | — | — | $277K | 0.6% | |
| Cash - Non Interest Bearing Cash | Cash / Money Market | — | — | $268K | 0.6% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $229K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $184K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z | Common Stocks | — | — | $184K | 0.4% | |
| RETPILOT AMERI FDS 2050 CL R1 | Other securities | — | — | $43K | <0.1% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | — | $38K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z | Pooled Separate Accounts | — | — | $25K | <0.1% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| GALLIARD RETIRE INC FUND CL 35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 821 | Common Collective Trust | — | — | $13K | <0.1% | |
| AVANTIS US SM CAP VAL INST FD | Other securities | — | — | $13K | <0.1% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $10K | <0.1% | |
| RETPILOT AMERI FDS 2035 CL R1 | Other securities | — | — | $5K | <0.1% | |
| AMERICAN FUNDS AMERMUT R6 FD | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z | Common Stocks | — | — | $3K | <0.1% | |
| AM FDS AM HI-INC TRS R6 FUND | Common Stocks | — | — | $1K | <0.1% | |
| T ROWE PRICE INT US SC GR EQ I | Mutual Funds | — | — | $454 | <0.1% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $454 | <0.1% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
