Aaron Samuels signed CLAW Forestry Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CLAW Forestry Services, LLC's EIN is 64-0931698.
Download the official 2024 Form 5500 (PDF) for CLAW Forestry Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CLAW Forestry Services, LLC'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 |
|---|---|---|---|---|---|
| MWG RETIREMENT PLAN SERVICES | 72-1396518 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLEW ADVISORS | 64-0797641 | — | INVESTMENT ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R6 55,249.704 shares | Mutual Funds | — | $55K | $955K | 22.4% | |
| American Funds 2040 Target Date Retirement R6 41,308.366 shares | Mutual Funds | — | $41K | $849K | 20.0% | |
| Ishares Bitcoin Trust ETF 5,863.771 shares | Other securities | — | $6K | $311K | 7.3% | |
| Ishares Bitcoin Trust ETF 6,000 shares | Other securities | — | $6K | $305K | 7.2% | |
| American Funds 2050 Target Date Retirement R6 13,643.103 shares | Mutual Funds | — | $14K | $285K | 6.7% | |
| Vaneck Bitcoin Trust ETF 2,057.998 shares | Other securities | — | $2K | $218K | 5.1% | |
| Vanguard Small Cap Index Admiral 1,796.343 shares | Mutual Funds | — | $2K | $207K | 4.9% | |
| Fidelity 500 Index Fund 740.19 shares | Common Collective Trusts | — | — | $151K | 3.6% | |
| Fidelity Mid-Capitalization Index Advantage 3,859.968 shares | Mutual Funds | — | $4K | $130K | 3.1% | |
| American Funds 2020 Target Date Retirement R6 9,601.554 shares | Mutual Funds | — | $10K | $129K | 3.0% | |
| American Funds 2060 Target Date Retirement R6 6,321.869 shares | Mutual Funds | — | $6K | $113K | 2.7% | |
| Ishares Ethereum Trust ETF 4,276 shares | Other securities | — | $4K | $108K | 2.5% | |
| JP Morgan Emerging Markets Equity Fund Class R6 2,177.17 shares | Other securities | — | $2K | $66K | 1.5% | |
| American Funds 2010 Target Date Retirement R6 5,606.812 shares | Mutual Funds | — | $6K | $65K | 1.5% | |
| Stock Meta Platforms Inc Class A 100.00 shares | Common Stocks | — | — | $59K | 1.4% | |
| Fidelity Extended Market Index Fund Premium Class 529.197 shares | Common Collective Trusts | — | — | $48K | 1.1% | |
| Vanguard Growth Index Admiral 197.423 shares | Mutual Funds | — | — | $42K | 1.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $36K | $36K | 0.8% | |
| Money market fund * Fidelity Cash Reserves | Mutual Funds | — | — | $30K | 0.7% | |
| Fidelity Total Market Index Fund 147.341 shares | Common Collective Trusts | — | — | $24K | 0.6% | |
| Fidelity Ethereum Fund 515 shares | Mutual Funds | — | — | $17K | 0.4% | |
| Ark Innovation ETF 286.419 shares | Mutual Funds | — | — | $16K | 0.4% | |
| Fidelity U.S. Bond Index .401 shares 4 * Fidelity Government Income 1,712.708 shares | Mutual Funds | — | $2K | $15K | 0.4% | |
| Fidelity Wise Origin Bitcoin ETF 170 shares | Mutual Funds | — | — | $14K | 0.3% | |
| Grayscale Ethereum Mini Trust ETF 405 shares | Other securities | — | — | $13K | 0.3% | |
| Vanguard Value Index Investment 188.593 shares | Mutual Funds | — | — | $12K | 0.3% | |
| Fidelity Intermediate Treasury Bond Index Fund 901.728 shares | U.S. Treasuries | — | — | $9K | 0.2% | |
| s (continued) Vanguard Real Estate Investment Trust Index Admiral 61.279 shares | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Target Retirement Income Investment 496.533 shares | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity Government Money Market Fund 4,820.82 shares | Mutual Funds | — | $5K | $5K | 0.1% | |
| Interest bearing cash | Cash / Money Market | — | — | $3K | <0.1% | |
| Vanguard Total World Stock Index Investment 63.042 shares | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Total Bond Market Index Admiral 250.878 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index Fund Premium Class 49.813 shares | Common Collective Trusts | — | — | $2K | <0.1% |
