Lindsey Lafond signed Envirotech Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envirotech Services, Inc.'s EIN is 84-1102950.
Download the official 2023 Form 5500 (PDF) for Envirotech Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Envirotech Services, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INV ADV. PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERAT 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $4.1M | 22.7% | |
| FLEXPATH INDEX MODERAT 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.1M | 11.9% | |
| FLEXPATH INDEX MODERAT 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $1.7M | 9.4% | |
| FLEXPATH INDEX MODERATE RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.7M | 9.2% | |
| Collective Investment Trusts Wilmington Trust BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $1.4M | 7.8% | |
| BLACKROCK EQTY INDX FD CLASS 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 7.8% | |
| FLEXPATH INDEX MODERAT 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.0M | 5.7% | |
| LARGE CAP GRWTH FUND IV CL I1 WILMINGTON TRUST, N.A. · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $994K | 5.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $951K | 5.3% | |
| The American Funds New Perspective R6 Fund | Mutual Funds | — | — | $762K | 4.2% | |
| Principal Mid Cap S&P 400 Index SA-Z | Common Stocks | — | — | $715K | 4.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $715K | 4.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $287K | 1.6% | |
| INTERNATIONAL EQUITY I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $265K | 1.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $241K | 1.3% | |
| FLEXPATH INDEX AGGRE 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $234K | 1.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $217K | 1.2% | |
| LARGE CAP VALUE I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $188K | 1.0% | |
| Metropolitan Life Insurance Total Return Bond Fund | Other securities | — | — | $170K | 0.9% | |
| Vanguard Total Bond Market Index Adm Fund | Mutual Funds | — | — | $158K | 0.9% | |
| FLEXPATH INDEX MODERAT 2065 R1 WILMINGTON TRUST, N.A. · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $87K | 0.5% | |
| FLEXPATH INDEX AGGRE 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $47K | 0.3% | |
| FLEXPATH INDEX CONSERV 2025 R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $38K | 0.2% | |
| FLEXPATH INDEX AGG 2065 R1 WILMINGTON TRUST, N.A. · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $29K | 0.2% | |
| FLEXPATH INDEX CONSERV 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $17K | <0.1% | |
| FLEXPATH INDEX CONSERV RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $10K | <0.1% | |
| FLEXPATH INDEX AGGRE 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXPATH INDEX CONSERV 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH INDEX AGGRE RETIRE R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $502 | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP VALUE II I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS I1 FUND WILMINGTON TRUST, N.A. · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT PLAN CONSULTING | 84-2276766 | — | OTHER SERVICES | $0 | — |
