Ebonye Derosier signed Fluence Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fluence Energy, LLC's EIN is 82-2138818.
Download the official 2024 Form 5500 (PDF) for Fluence Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fluence 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 |
|---|---|---|---|---|---|
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $11K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2050 I CLA MUTUAL FUND | Other securities | — | — | $10.8M | 13.3% | |
| T. ROWE PRICE RETIREMENT 2045 I CLA MUTUAL FUND | Other securities | — | — | $10.4M | 12.8% | |
| ISHARES RUSSELL 1000 LARGE-CAP IDX MUTUAL FUND | Common Collective Trusts | — | — | $8.0M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2035 I CLA MUTUAL FUND | Other securities | — | — | $7.7M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2040 I CLA MUTUAL FUND | Other securities | — | — | $6.9M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2055 I CLA MUTUAL FUND | Other securities | — | — | $6.4M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2060 I CLA MUTUAL FUND | Other securities | — | — | $4.5M | 5.6% | |
| JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND | Other securities | — | — | $3.8M | 4.7% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH 23 SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $3.5M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2030 I CLA MUTUAL FUND | Other securities | — | — | $2.7M | 3.3% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDE MUTUAL FUND | Common Collective Trusts | — | — | $1.7M | 2.2% | |
| ISHARES RUSSELL MID-CAP INDEX K MUTUAL FUND | Other securities | — | — | $1.5M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2025 I CLA MUTUAL FUND | Other securities | — | — | $1.5M | 1.8% | |
| ISHARES MSCI EAFE INTERNATIONAL IND MUTUAL FUND | Other securities | — | — | $1.2M | 1.5% | |
| T. ROWE PRICE DIVIDEND GROWTH I MUTUAL FUND | Other securities | — | — | $923K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2020 I CLA MUTUAL FUND | Other securities | — | — | $883K | 1.1% | |
| ISHARES U.S. AGGREGATE BOND INDEX K MUTUAL FUND | Other securities | — | — | $836K | 1.0% | |
| FIDELITY ADVISOR TOTAL BOND Z MUTUAL FUND | Mutual Funds | — | — | $701K | 0.9% | |
| FIDELITY EMERGING MARKETS FUND MUTUAL FUND | Mutual Funds | — | — | $591K | 0.7% | |
| MFS MID CAP GROWTH R6 MUTUAL FUND | Mutual Funds | — | — | $575K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 I CLA MUTUAL FUND | Other securities | — | — | $537K | 0.7% | |
| INVESCO DIVERSIFIED DIVIDEND R6 MUTUAL FUND | Mutual Funds | — | — | $529K | 0.7% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE | Participant loans | — | — | $512K | 0.6% | |
| T. ROWE PRICE OVERSEAS STOCK I MUTUAL FUND | Other securities | — | — | $500K | 0.6% | |
| T. ROWE PRICE GLOBAL MULTI-SECTOR B MUTUAL FUND | Other securities | — | — | $454K | 0.6% | |
| MFS MID CAP VALUE R6 MUTUAL FUND | Mutual Funds | — | — | $451K | 0.6% | |
| T. ROWE PRICE STABLE VALUE N MUTUAL FUND | Stable Value | — | — | $428K | 0.5% | |
| BLACKROCK ADVANTAGE SMALL CAP CORE MUTUAL FUND | Other securities | — | — | $405K | 0.5% | |
| T. ROWE PRICE INFLATION PROTECTED B MUTUAL FUND | Other securities | — | — | $401K | 0.5% | |
| INVESCO REAL ESTATE R6 MUTUAL FUND | Mutual Funds | — | — | $364K | 0.4% | |
| PGIM JENNISON SMALL COMPANY R6 MUTUAL FUND | Common Stocks | — | — | $350K | 0.4% | |
| FIDELITY MID CAP STOCK FUND MUTUAL FUND | Mutual Funds | — | — | $331K | 0.4% | |
| MFS NEW DISCOVERY VALUE R6 MUTUAL FUND | Mutual Funds | — | — | $312K | 0.4% | |
| INVESCO BALANCED-RISK COMMODITY STR MUTUAL FUND | Mutual Funds | — | — | $130K | 0.2% | |
| LORD ABBETT BOND DEBENTURE R6 MUTUAL FUND | U.S. Treasuries | — | — | $102K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 I CLA MUTUAL FUND | Other securities | — | — | $11K | <0.1% |
