Robin Sullivan signed Ethosenergy GTS Holdings (US) LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ethosenergy GTS Holdings (US) LLC's EIN is 76-0466008.
Download the official 2024 Form 5500 (PDF) for Ethosenergy GTS Holdings (US) LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ethosenergy GTS Holdings (US) LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $93K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $43.9M | 13.0% | |
| Fidelity Freedom 2030 Fund Class K | Mutual Funds | — | — | $33.6M | 10.0% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $33.5M | 9.9% | |
| Fidelity Freedom 2035 Fund Class K | Mutual Funds | — | — | $23.0M | 6.8% | |
| Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $22.2M | 6.6% | |
| Managed Income Portfolio Class 2 | Other securities | — | — | $22.1M | 6.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $22.1M | 6.6% | |
| Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $18.5M | 5.5% | |
| T. Rowe Price Global Technology Fund I Class | Other securities | — | — | $15.6M | 4.6% | |
| Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $12.8M | 3.8% | |
| Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $11.2M | 3.3% | |
| Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $8.9M | 2.6% | |
| Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $8.8M | 2.6% | |
| JPMorgan Value Advantage Fund Class L | Other securities | — | — | $8.1M | 2.4% | |
| PGIM Total Return Bond Fund -Class R6 | Other securities | — | — | $8.0M | 2.4% | |
| Fidelity Select Health Care Portfolio | Mutual Funds | — | — | $7.1M | 2.1% | |
| Self-directed brokerage account (Brokerage Link) | Self-Directed Brokerage | — | — | $7.1M | 2.1% | |
| FT Behavioral Small-Cap Growth Fund R6 | Other securities | — | — | $6.7M | 2.0% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $6.7M | 2.0% | |
| Notes receivable from participants | Other securities | — | — | $6.0M | 1.8% | |
| PGIM High Yield Fund- Class R6 | Other securities | — | — | $5.0M | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.9M | 1.2% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $3.6M | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3.5M | 1.0% | |
| ClearBridge International Growth Fund Class IS | Other securities | — | — | $3.1M | 0.9% | |
| Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $3.1M | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 0.9% | |
| GQG Partners Merging Markets Equity R6 | Other securities | — | — | $2.6M | 0.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $1.4M | 0.4% | |
| Fidelity Freedom 2015 Fund Class K | Mutual Funds | — | — | $1.2M | 0.4% | |
| Fidelity Freedom Income Fund Class K | Mutual Funds | — | — | $861K | 0.3% | |
| Fidelity Freedom 2065 Fund Class K | Mutual Funds | — | — | $837K | 0.2% | |
| American Century Inflation-Adjusted Bond Fund R6 Class | Other securities | — | — | $804K | 0.2% | |
| Fidelity Freedom 2010 Fund Class K | Mutual Funds | — | — | $600K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $100K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | Mutual Funds | — | — | $843 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITTLESEY PC | 06-0903326 | — | ACCOUNTANT/AUDITOR | $27K | — |
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $18K | — |
