Rebekah Adams signed ES Opco USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ES Opco USA LLC's EIN is 84-3689531.
Download the official 2024 Form 5500 (PDF) for ES Opco USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ES Opco USA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $15.5M | 27.3% | |
| Fidelity Investments Freedom Index 2030 Fund | Mutual Funds | — | — | $6.9M | 12.1% | |
| Fidelity Investments Freedom Index 2040 Fund | Mutual Funds | — | — | $4.5M | 8.0% | |
| Fidelity Investments Freedom Index 2035 Fund | Mutual Funds | — | — | $4.3M | 7.6% | |
| Fidelity Investments Freedom Index 2045 Fund | Mutual Funds | — | — | $2.9M | 5.2% | |
| Fidelity Investments Freedom Index 2025 Fund | Mutual Funds | — | — | $2.7M | 4.7% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $2.3M | 4.1% | |
| Wilmington Trust, N.A. MetLife Stable Value Solutions Fund II FD | Common Collective Trusts | — | — | $2.3M | 4.1% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.3M | 4.1% | |
| BlackRock CoreAlpha Bond Fund Class K | Other securities | — | — | $2.1M | 3.7% | |
| JPMorgan Large Cap Growth Fund Large Cap Growth Fund | Other securities | — | — | $1.7M | 2.9% | |
| Fidelity Investments Freedom Index 2055 Fund | Mutual Funds | — | — | $1.5M | 2.6% | |
| Fidelity Investments Freedom Index 2050 Fund | Mutual Funds | — | — | $1.4M | 2.5% | |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| Fidelity Management Trust Company Managed Income Portfolio II Class 1 ** - Putnam Large Cap Value Trust Class I | Mutual Funds | — | — | $1.1M | 1.9% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| Fidelity Investments Freedom Index 2020 Fund | Mutual Funds | — | — | $737K | 1.3% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $637K | 1.1% | |
| Fidelity Investments Freedom Index Income Fund | Mutual Funds | — | — | $523K | 0.9% | |
| Massachusetts Financial Institutional International Equity Fund | Other securities | — | — | $511K | 0.9% | |
| Services ** * Fidelity Investments Freedom Index 2010 Fund | Mutual Funds | — | — | $495K | 0.9% | |
| Fidelity Investments Freedom Index 2060 Fund | Mutual Funds | — | — | $491K | 0.9% | |
| American Funds New Word Fund | Mutual Funds | — | — | $313K | 0.5% | |
| Innovation Fund Class N ** Prudential PGIM High Yield Fund - Class R6 | Other securities | — | — | $270K | 0.5% | |
| T. Rowe Price Diversified Mid Cap Growth Fund | Other securities | — | — | $261K | 0.5% | |
| Goldman Sachs Small Cap Value Insights Fund Class R6 | Other securities | — | — | $203K | 0.4% | |
| Fidelity Investments Freedom Index 2015 Fund | Mutual Funds | — | — | $149K | 0.3% | |
| Fidelity Investments Select Utilities Portfolio | Mutual Funds | — | — | $140K | 0.2% | |
| T. Rowe Price Global Stock Fund I Class | Other securities | — | — | $127K | 0.2% | |
| Fidelity Investments Freedom Index 2065 Fund | Mutual Funds | — | — | $81K | 0.1% | |
| American Century Mid Cap Value Fund R6 Class | Other securities | — | — | $72K | 0.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $68K | 0.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | 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.
