Heather ZAPP signed Foresight Energy LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foresight Energy LLC's EIN is 85-1541564.
Download the official 2024 Form 5500 (PDF) for Foresight Energy LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foresight Energy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 39-0989781 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS, INC | 52-1396995 | — | INVESTMENT ADVISOR | $73K | — |
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 Target Retrmnt 2045 | Mutual Funds | — | — | $7.9M | 11.7% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $7.8M | 11.5% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $6.5M | 9.6% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $5.2M | 7.6% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $5.1M | 7.6% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $4.0M | 5.9% | |
| Vanguard Instl Index | Mutual Funds | — | — | $4.0M | 5.8% | |
| American Funds American Fds Gr Fd of America R6 | Mutual Funds | — | — | $3.8M | 5.6% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.3M | 4.9% | |
| Participants Notes Receivable with interest rates of 8.50% to 9.50% | Bonds / Notes | — | — | $3.1M | 4.5% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $2.1M | 3.2% | |
| Blackrock Eq Dividend K | Other securities | — | — | $2.0M | 3.0% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $1.9M | 2.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Gr I | Other securities | — | — | $1.8M | 2.6% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $1.5M | 2.1% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $1.3M | 1.8% | |
| MFS Mid Cap Val R6 | Mutual Funds | — | — | $1.1M | 1.6% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $906K | 1.3% | |
| American Beacon American Beacon Small Cap Val R5 | Other securities | — | — | $852K | 1.3% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | Other securities | — | — | $846K | 1.2% | |
| Vanguard Total Bd Mkt Index Instl | Mutual Funds | — | — | $633K | 0.9% | |
| Vanguard Total Intl Stock Idx Instl | Common Collective Trusts | — | — | $395K | 0.6% | |
| JPMorgan Govt Bd R6 | Other securities | — | — | $335K | 0.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $330K | 0.5% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $261K | 0.4% | |
| Vanguard Target Retrmnt 2070 Inv | Mutual Funds | — | — | $193K | 0.3% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $154K | 0.2% | |
| Nuveen Real Estate Securities R6 | Mutual Funds | — | — | $111K | 0.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $71K | 0.1% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $45K | <0.1% | |
| Vanguard Materials Index Adm | Mutual Funds | — | — | $11K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIUNI & PANICHI | 34-1322309 | — | AUDITOR | $14K | — |
