Karan Foster signed Pattern Energy Group Services LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pattern Energy Group Services LP's EIN is 84-4046110.
Download the official 2024 Form 5500 (PDF) for Pattern Energy Group Services LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pattern Energy Group Services LP's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $61K | — |
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 Institutional Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $22.0M | 16.9% | |
| TRP RET BLEND 2040 A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $15.2M | 11.6% | |
| TRP RET BLEND 2045 A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $14.1M | 10.8% | |
| TRP RET BLEND 2050 A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $10.7M | 8.2% | |
| DFA U.S. Large Cap Growth Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $9.7M | 7.4% | |
| TRP RET BLEND 2035 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $9.0M | 6.9% | |
| TRP RET BLEND 2055 A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $7.0M | 5.3% | |
| TRP RET BLEND 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $5.3M | 4.1% | |
| TRP RET BLEND 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $4.9M | 3.8% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | Mutual Funds | — | — | $4.5M | 3.5% | |
| TRP RET BLEND 2030 A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.6% | |
| Vanguard Strategic Small-Cap Equity Investment Mutual Fund | Mutual Funds | — | — | $2.9M | 2.2% | |
| JPMorgan Equity Income R6 Mutual Fund | Other securities | — | — | $2.9M | 2.2% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $2.5M | 1.9% | |
| Vanguard Retirement Savings Trust IV Common Collective Trust | Common Collective Trusts | — | — | $2.4M | 1.8% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| Victory SYCA Established Value R6 Mutual Fund | Other securities | — | — | $2.2M | 1.7% | |
| Various investments included registered * Assets in Brokerage Link Accounts investment companies, common stocks, money market funds, and cash | Self-Directed Brokerage | — | — | $2.1M | 1.6% | |
| Notes receivable from participants Maturing through 2049 | Other securities | — | — | $2.0M | 1.5% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 1.3% | |
| Dodge & Cox Income Fund Class X Mutual Fund | Mutual Funds | — | — | $1.6M | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1.6M | 1.2% | |
| TRP RET BLEND 2020 A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| TRP RET BLEND 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Money Market Fund | Mutual Funds | — | — | $557K | 0.4% | |
| TRP RET BLEND 2015 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $30K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $9K | <0.1% | |
| TRP RET BLEND 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| TRP RET BLEND 2010 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | 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.
