David Searle signed Battelle Energy Alliance, LLC and Idaho Environmental Coalition, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Battelle Energy Alliance, LLC and Idaho Environmental Coalition, LLC's EIN is 68-0588324.
Download the official 2023 Form 5500 (PDF) for Battelle Energy Alliance, LLC and Idaho Environmental Coalition, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Battelle Energy Alliance, LLC and Idaho Environmental Coalition, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $453K | — |
| VANGUARD ADVISORS, INC. | 23-2811930 | — | NONE | $89K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $369.9M | 15.9% | |
| INL Stable Value Fund Stable Value Contract | Stable Value | — | — | $248.6M | 10.7% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual funds •• | Mutual Funds | — | — | $182.9M | 7.9% | |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $122.9M | 5.3% | |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $121.0M | 5.2% | |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6093981 / PN 001 | Common Collective Trust | — | — | $111.2M | 4.8% | |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $107.9M | 4.6% | |
| VFTC INSTL TOTAL BOND MKT INDEX TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $105.0M | 4.5% | |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $102.0M | 4.4% | |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $101.5M | 4.4% | |
| l • Vanguard Capital Opportunity Fund Admiral Shares Mutual funds •• | Mutual Funds | — | — | $99.8M | 4.3% | |
| Vanguard U.S. Growth Fund Admiral Shares Mutual funds •• | Mutual Funds | — | — | $96.5M | 4.2% | |
| Vanguard Windsor II Fund Admiral Shares Mutual funds •• | Mutual Funds | — | — | $80.9M | 3.5% | |
| Vanguard International Growth Fund Admiral Shares Mutual funds •• | Mutual Funds | — | — | $70.6M | 3.0% | |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $65.2M | 2.8% | |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $62.7M | 2.7% | |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $47.3M | 2.0% | |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $33.4M | 1.4% | |
| Vanguard Federal Money Market Fund Mutual funds •• | Mutual Funds | — | — | $30.4M | 1.3% | |
| i Ar stotle Small Cap Equ ty Fund; C ass 1-2 Mutual funds •• | Other securities | — | — | $28.3M | 1.2% | |
| i • Vanguard Institut onal Extended Market Index Trust Mutual funds •• | Common Collective Trusts | — | — | $27.4M | 1.2% | |
| VFTC INSTNL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $27.4M | 1.2% | |
| TS&W MID CAP VALUE TRUST GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 001 | Common Collective Trust | — | — | $23.5M | 1.0% | |
| i • Vanguard Institut onal Total Internat onal Stock M Mutual funds •• | Mutual Funds | — | — | $23.4M | 1.0% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $23.4M | 1.0% | |
| i l Dodge & Cox International Stock Fund; Class X Mutual funds •• | Mutual Funds | — | — | $16.9M | 0.7% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage •• | Self-Directed Brokerage | — | — | $11.3M | 0.5% | |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $9.6M | 0.4% | |
| VANGUARD TARGET RET INC & GRWTH T I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $2.0M | <0.1% | |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $383K | <0.1% | |
| Vanguard Total International Stock Index Fund Admi Mutual funds •• | Common Collective Trusts | — | — | $80K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WIPFLI CPA'S AND CONSULTANTS | 39-0758449 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BATTELLE ENERGY ALLIANCE, LLC | 31-4379427 | — | NONE | $264K | — |
| LITTLER MENDELSON, PC | 94-2602731 | — | NONE | $76K | — |
| AON INVESTMENTS USA, INC. | 36-3109431 | — | NONE | $61K | — |
| IDAHO ENVIRONMENTAL COALITION | 45-2724914 | — | NONE | $18K | — |
| IDAHO ENVIRONMENTAL COALITION | 85-1336969 | — | NONE | $17K | — |
