Elizabeth Karl signed Beusa Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beusa Energy, LLC's EIN is 76-0518096.
Download the official 2024 Form 5500 (PDF) for Beusa Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beusa Energy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $258K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies T. Rowe Price Trust Company Retirement 2050 Fund I | Common Stocks | — | — | $9.5M | 13.8% | |
| T. Rowe Price Trust Company Retirement 2045 Fund I | Common Stocks | — | — | $7.9M | 11.4% | |
| T. Rowe Price Trust Company Retirement 2055 Fund I | Common Stocks | — | — | $7.6M | 11.1% | |
| Fidelity Management Trust Company 500 Index Fund | Common Collective Trusts | — | — | $5.9M | 8.5% | |
| T. Rowe Price Trust Company Retirement 2035 Fund I | Common Stocks | — | — | $5.4M | 7.8% | |
| T. Rowe Price Trust Company Retirement 2060 Fund I | Common Stocks | — | — | $4.8M | 7.0% | |
| T. Rowe Price Trust Company Retirement 2040 Fund I | Common Stocks | — | — | $4.7M | 6.9% | |
| Alliance Bernstein Large Capital Growth Fund | Other securities | — | — | $3.7M | 5.4% | |
| Notes Receivable from Participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $3.3M | 4.8% | |
| T. Rowe Price Trust Company Retirement 2065 Fund I | Common Stocks | — | — | $2.3M | 3.3% | |
| T. Rowe Price Trust Company Retirement 2030 Fund I | Common Stocks | — | — | $1.9M | 2.7% | |
| * Voya Retirement Insurance & Annuity Company Fixed Account, crediting rate of 3% | Insurance Contracts | — | — | $1.8M | 2.6% | |
| Putnam Large Cap Value Fund CI R6 | Mutual Funds | — | — | $1.3M | 2.0% | |
| T. Rowe Price Trust Company Retirement 2025 Fund I | Common Stocks | — | — | $1.2M | 1.7% | |
| John Hancock Discovery Value Mid Cap Fund R6 | Other securities | — | — | $1.1M | 1.6% | |
| BlackRock Mid-Cap Growth Equity Portion | Other securities | — | — | $978K | 1.4% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $891K | 1.3% | |
| Fidelity Management Trust Company Small Cap Index Fund | Common Collective Trusts | — | — | $704K | 1.0% | |
| Fidelity Management Trust Company International Index Fund | Common Collective Trusts | — | — | $565K | 0.8% | |
| Fidelity Management Trust Company Mid-Cap Index Fund | Common Collective Trusts | — | — | $563K | 0.8% | |
| T. Rowe Price Trust Company Retirement 2015 Fund I | Common Stocks | — | — | $495K | 0.7% | |
| T. Rowe Price Trust Company Retirement 2020 Fund I | Common Stocks | — | — | $487K | 0.7% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $450K | 0.7% | |
| Fidelity Management Trust Company US Bond Index Fund | Common Collective Trusts | — | — | $449K | 0.7% | |
| PIMCO Income Fund Insurance | Mutual Funds | — | — | $326K | 0.5% | |
| Franklin Investment Discovery Fund R6 | Mutual Funds | — | — | $300K | 0.4% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $165K | 0.2% | |
| Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $138K | 0.2% | |
| T. Rowe Price Trust Company Retirement 2005 Fund I | Common Stocks | — | — | $111K | 0.2% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
