JEAN Moloney signed Canvas Energy LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canvas Energy LLC's EIN is 73-1320941.
Download the official 2024 Form 5500 (PDF) for Canvas Energy LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canvas Energy LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | Mutual Funds | — | — | $5.9M | 13.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.9M | 9.2% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $3.7M | 8.6% | |
| Fidelity Contrafund Fund | Mutual Funds | — | — | $3.2M | 7.5% | |
| Great Gray Trust Company Galliard Retirement Income Fund | Common Stocks | — | — | $2.5M | 5.8% | |
| GG G RETIRE INC F45 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $2.5M | 5.8% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $2.1M | 5.0% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $2.1M | 4.8% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $2.0M | 4.6% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $1.7M | 3.9% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.5M | 3.5% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $1.3M | 3.0% | |
| Baron Capital Group Asset Fund | Common Stocks | — | — | $1.2M | 2.8% | |
| Prudential Investments Total Return Bond Fund | Other securities | — | — | $1.2M | 2.7% | |
| American Funds Europac Growth | Mutual Funds | — | — | $1.1M | 2.7% | |
| Self-directed brokerage accounts Various units | Self-Directed Brokerage | — | — | $1.1M | 2.7% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $991K | 2.3% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $975K | 2.3% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $763K | 1.8% | |
| Fidelity Small Cap Discovery Fund | Mutual Funds | — | — | $757K | 1.8% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $639K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $608K | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $594K | 1.4% | |
| Fidelity Freedom Index Income | Mutual Funds | — | — | $498K | 1.2% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $359K | 0.8% | |
| with various maturities - | Other securities | — | — | $346K | 0.8% | |
| Putman Putnam Large Cap Value Fund | Mutual Funds | — | — | $316K | 0.7% | |
| Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $253K | 0.6% | |
| Fidelity Small Cap Discovery Fund | Mutual Funds | — | — | $238K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $150K | 0.4% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $142K | 0.3% | |
| JPMorgan Small Cap Value Fund | Other securities | — | — | $126K | 0.3% | |
| Virtus Duffs & Phelps Real Estate Securities | Other securities | — | — | $90K | 0.2% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $79K | 0.2% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $69K | 0.2% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $56K | 0.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $56K | 0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
