Mary Meacham signed Tortoise Parent Holdco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tortoise Parent Holdco, LLC's EIN is 82-4180414.
Download the official 2024 Form 5500 (PDF) for Tortoise Parent Holdco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tortoise Parent Holdco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | NONE | $43K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | Common Collective Trusts | — | — | $4.3M | 21.4% | |
| VANGUARD TTL BOND MKT IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.5M | 7.7% | |
| TORTOISE MLP & PIPELINE INST Mutual Fund | Other securities | — | — | $1.5M | 7.6% | |
| VANGUARD TOT INTL STK IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.2M | 6.1% | |
| FIDELITY FREEDOM IDX 2050 INV Mutual Fund | Common Collective Trusts | — | — | $1.2M | 6.0% | |
| DODGE & COX STOCK FUND Mutual Fund | Mutual Funds | — | — | $938K | 4.7% | |
| VANGUARD SMALL CAP INDEX ADMRL Mutual Fund | Mutual Funds | — | — | $935K | 4.7% | |
| FIDELITY FREEDOM IDX 2040 INV Mutual Fund | Common Collective Trusts | — | — | $871K | 4.4% | |
| GALLIARD STABLE RETURN FUND C1 WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $807K | 4.0% | |
| VANGUARD MID CAP INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $717K | 3.6% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | Other securities | — | — | $614K | 3.1% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $591K | 3.0% | |
| T ROWE PRICE OVERSEAS STOCK Mutual Fund | Mutual Funds | — | — | $540K | 2.7% | |
| UNDISCOVERED MGRS BEHAV VAL R6 Mutual Fund | Other securities | — | — | $512K | 2.6% | |
| FIDELITY FREEDOM IDX 2035 INV Mutual Fund | Common Collective Trusts | — | — | $422K | 2.1% | |
| SELF DIRECTED BROKERAGE ACCOUNTS Brokerage Account | Self-Directed Brokerage | — | — | $395K | 2.0% | |
| FIDELITY FREEDOM IDX 2025 INV Mutual Fund | Common Collective Trusts | — | — | $336K | 1.7% | |
| ECOFIN GLOBAL RENEWABLES Mutual Fund | Other securities | — | — | $327K | 1.6% | |
| INVESCO OPPENHEIMER DEVMKTS R6 Mutual Fund | Mutual Funds | — | — | $321K | 1.6% | |
| T ROWE PRICE GLOBAL MULTI SEC Mutual Fund | Mutual Funds | — | — | $294K | 1.5% | |
| FIDELITY FREEDOM IDX 2045 INV Mutual Fund | Common Collective Trusts | — | — | $245K | 1.2% | |
| COHEN & STEERS REAL EST SEC I Mutual Fund | Other securities | — | — | $229K | 1.1% | |
| EATON VANCE ATL CP SMID CAP R6 Mutual Fund | Other securities | — | — | $219K | 1.1% | |
| METROPOLITAN WEST TOTAL RET BD Mutual Fund | Other securities | — | — | $213K | 1.1% | |
| FIDELITY FREEDOM IDX 2030 INV Mutual Fund | Common Collective Trusts | — | — | $169K | 0.8% | |
| FIDELITY FREEDOM IDX 2055 INV Mutual Fund | Common Collective Trusts | — | — | $148K | 0.7% | |
| TORTOISE MLP&ENERGY INCOME INS Mutual Fund | Other securities | — | — | $140K | 0.7% | |
| FIDELITY FREEDOM IDX 2060 INV Mutual Fund | Common Collective Trusts | — | — | $116K | 0.6% | |
| (1) AB SMALL CAP GRWTH K Mutual Fund | Other securities | — | — | $114K | 0.6% | |
| FIDELITY FREEDOM IDX INC INVS Mutual Fund | Common Collective Trusts | — | — | $23K | 0.1% | |
| FIDELITY FREEDOM IDX 2065 INV Mutual Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| Participant Loans (interest rate 4.25%) | Bonds / Notes | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $33 |
| — |
