David Hartley signed Greene Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greene Group, Inc.'s EIN is 63-0803591.
Download the official 2024 Form 5500 (PDF) for Greene Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greene Group, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.2M | 14.1% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.2M | 13.5% | |
| Harbor Capital Appreciation Fund Retirement Common collective trust | Common Collective Trusts | — | — | $757K | 8.8% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $757K | 8.8% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $702K | 8.2% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $607K | 7.1% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $600K | 7.0% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $582K | 6.8% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $464K | 5.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $402K | 4.7% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $364K | 4.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $338K | 3.9% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $291K | 3.4% | |
| Allspring Special Small Cap Value R6 Fund Mutual fund | Other securities | — | — | $288K | 3.4% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $161K | 1.9% | |
| Principal Small Cap Growth I R6 Fund Mutual fund | Other securities | — | — | $157K | 1.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $120K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Mutual fund 327 Vanguard Target Retirement 2070 Fund Mutual fund 46 Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $114K | 1.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $103K | 1.2% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $80K | 0.9% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $50K | 0.6% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $24K | 0.3% | |
| Northern Trust Collective Agg Bond Index Fund Common collective trust | Common Collective Trusts | — | — | $9K | 0.1% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $9K | 0.1% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
