Sherrie Scardino signed Helena Agri-Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Helena Agri-Enterprises, LLC's EIN is 71-0293688.
Download the official 2024 Form 5500 (PDF) for Helena Agri-Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Helena Agri-Enterprises, LLC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $362K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S&P 500 INDEX CL K STATE STREET · EIN 90-0337897 / PN 388 | Common Collective Trust | — | — | $245.2M | 36.2% | |
| US BOND INDEX CL K STATE STREET · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $124.1M | 18.3% | |
| INTERNATIONAL EQUITY ACADIAN · EIN 47-3984728 / PN 081 | Common Collective Trust | — | — | $87.7M | 12.9% | |
| S&P MID CAP STATE STREET · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $57.1M | 8.4% | |
| STABLE VAL TRUST CL B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $29.0M | 4.3% | |
| LARGE CAP GRTH CL M WINSLOW · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $25.1M | 3.7% | |
| State Street Russell SM CP S | Other securities | — | — | $20.0M | 2.9% | |
| SMALL CAP INDEX STATE STREET · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $20.0M | 2.9% | |
| CORE PLUS FXD F LOOMIS SAYLES · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $13.7M | 2.0% | |
| Macquarie Value Fund Instl | Mutual Funds | — | — | $11.2M | 1.6% | |
| Loans to participants Interest rates range from 4.25% to 9.5% with | Bonds / Notes | — | — | $10.2M | 1.5% | |
| MFS International Intrinsic Value | Mutual Funds | — | — | $9.7M | 1.4% | |
| INTERNATIONAL INDEX STATE STREET · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $9.1M | 1.3% | |
| MID CAP GROWTH TRUST FD 8 VOYA · EIN 06-1440627 / PN 038 | Common Collective Trust | — | — | $8.4M | 1.2% | |
| INTERNATIONAL GRTH FD CL 2 MFS · EIN 57-1187281 / PN 001 | Common Collective Trust | — | — | $8.1M | 1.2% | |
| Harbor Mid Cap Value FD Instl | Other securities | — | — | $7.0M | 1.0% | |
| Allspring Small Company Growth | Common Stocks | — | — | $6.1M | 0.9% | |
| SML CP VAL CL 1 COLUMBIA TRUST · EIN 87-2073129 / PN 098 | Common Collective Trust | — | — | $3.9M | 0.6% | |
| Self-directed brokerage accounts Various investments | Self-Directed Brokerage | — | — | $1.1M | 0.2% | |
| Money Market Fund BLF FedFund | Cash / Money Market | — | — | $162K | <0.1% |
