Kelsey Pieper signed Green Peak Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Green Peak Industries, Inc.'s EIN is 81-4533921.
Download the official 2024 Form 5500 (PDF) for Green Peak Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Green Peak Industries, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $45K | — |
| KUSHNER & COMPANY, INC. | 38-2444337 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES INC |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREONTRACK 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $645K | 19.5% | |
| TRANSAMERICA RETIREONTRACK 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $567K | 17.2% | |
| TransAmericaRetOnTrk 2040 w/ Amer Fds | Other securities | — | — | $323K | 9.8% | |
| TRANSAMERICA RETIREONTRACK 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $323K | 9.8% | |
| TRANSAMERICA RETIREONTRACK 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $239K | 7.2% | |
| AMTRANSAMERICA RETIREONTRACK 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $228K | 6.9% | |
| TA VANGUARD TOTAL STOCK MARKET IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $204K | 6.2% | |
| MFS MASSACHUSETTS INVESTORS GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 897 | Pooled Separate Account | — | — | $146K | 4.4% | |
| TRANSAMERICA RETIREONTRACK 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $138K | 4.2% | |
| TRANSAMERICA RETIREONTRACK 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $123K | 3.7% | |
| TransAmericaRetOnTrk 2025 w/ Amer Fds | Other securities | — | — | $106K | 3.2% | |
| TRANSAMERICA RETIREONTRACK 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $106K | 3.2% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $99K | 3.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $86K | 2.6% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $59K | 1.8% | |
| Interest Identity of Issue Description of Investments Cost Value * Transamerica Life Insurance Co Stable Value Fund | Stable Value | — | — | $52K | 1.6% | |
| TRANSAMERICA STABLE VALUE CORE OPTI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $48K | 1.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $37K | 1.1% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $37K | 1.1% | |
| STATE STREET RUSSELL SMALL CAP IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $34K | 1.0% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $26K | 0.8% | |
| Pioneer Bond | Other securities | — | — | $26K | 0.8% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 906 | Pooled Separate Account | — | — | $26K | 0.8% | |
| TA VANGUARD REAL ESTATE INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $26K | 0.8% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 870 | Pooled Separate Account | — | — | $21K | 0.6% | |
| INVESCO VALUE OPPORTUNITIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 862 | Pooled Separate Account | — | — | $21K | 0.6% | |
| DFA U.S. TARGETED VALUE PORTFOLIO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $20K | 0.6% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $20K | 0.6% | |
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 032 | Pooled Separate Account | — | — | $19K | 0.6% | |
| TransAmericaRetOnTrk 2065 w/ Amer Fds | Other securities | — | — | $1K | <0.1% | |
| TRANSAMERICA RETIREONTRACK 2065 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 444 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA RETIREONTRACK 2020 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 38-3470125 |
| — |
| INVESTMENT ADVISORY |
| $2K |
| — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $724 | — |
