Edith Wolf signed Iron Senergy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Senergy, LLC's EIN is 85-2328662.
Download the official 2024 Form 5500 (PDF) for Iron Senergy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iron Senergy, LLC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $2K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.1M | 17.1% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.9M | 12.1% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.5M | 10.6% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.3M | 9.7% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.3% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 6.3% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $801K | $801K | 3.3% | |
| Invesco Advisors, Inc. Invesco Stable Value Fund | Stable Value | — | — | $800K | 3.3% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $701K | 2.9% | |
| INVESCO DISCOVERY FUND R6 MUTUAL FUNDS | Mutual Funds | — | $549K | $625K | 2.6% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $625K | 2.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $624K | 2.6% | |
| Notes receivable from participants Loans bearing interest at rates ranging from 4.25% - 9.50%, to be repaid through 2033 | Bonds / Notes | — | — | $494K | 2.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $355K | 1.5% | |
| T. Rowe Price Large Cap Growth Fund | Other securities | — | — | $337K | 1.4% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $253K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $238K | 1.0% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $224K | 0.9% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $219K | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $172K | 0.7% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $146K | 0.6% | |
| Principal Global Real Estate Fund | Other securities | — | — | $133K | 0.6% | |
| T. ROWE PRICE 2065 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $107K | 0.4% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $92K | 0.4% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $74K | 0.3% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $61K | 0.3% | |
| Franklin Templeton Small Cap Value Fund | Mutual Funds | — | — | $47K | 0.2% | |
| Dodge & Cox International Fund | Mutual Funds | — | — | $43K | 0.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $29K | 0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $6K | $6K | <0.1% | |
| PGIM Investments Total Return Bond Fund | Other securities | — | — | $6K | <0.1% |
