Jeremy Pleckaitis signed Energy Management Professionals' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Energy Management Professionals' EIN is 81-4850134.
Download the official 2024 Form 5500 (PDF) for Energy Management Professionals from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Energy Management Professionals' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $2.8M | 27.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $949K | 9.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $847K | 8.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $686K | 6.6% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $639K | 6.2% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $472K | 4.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $450K | 4.3% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $358K | 3.5% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $348K | 3.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $322K | 3.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $316K | 3.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $307K | 3.0% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $222K | 2.1% | |
| MFS BLENDED RESEARCH CR EQ R6 | Registered Investment Companies | — | — | $219K | 2.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $171K | 1.6% | |
| WB EMERGING MKTS GR R6 | Registered Investment Companies | — | — | $119K | 1.2% | |
| GDS INTL EQUITY ESG R6 | Registered Investment Companies | — | — | $117K | 1.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $115K | 1.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $113K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $112K | 1.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $109K | 1.0% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $100K | 1.0% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $82K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $63K | 0.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $53K | 0.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $53K | 0.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $45K | 0.4% | |
| NATIONWIDE MD CP MKT IND R6 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
