AMY Broussard signed Excelerate Energy LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excelerate Energy LP's EIN is 88-1792778.
Download the official 2024 Form 5500 (PDF) for Excelerate Energy LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excelerate Energy LP'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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 22.0% | |
| American Funds Target Date Retirement 2040 Fund | Mutual Funds | — | — | $4.4M | 21.1% | |
| American Funds Target Date Retirement 2050 Fund | Mutual Funds | — | — | $2.4M | 11.3% | |
| American Funds Target Date Retirement 2030 Fund | Mutual Funds | — | — | $1.7M | 8.4% | |
| MainStay Winslow Large Cap Growth Fund | Other securities | — | — | $1.2M | 5.6% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $1.2M | 5.6% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $975K | 4.7% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $614K | 2.9% | |
| American Funds Target Date Retirement 2060 Fund | Mutual Funds | — | — | $601K | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $472K | 2.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $426K | 2.0% | |
| American Funds Target Date Retirement 2020 Fund | Mutual Funds | — | — | $339K | 1.6% | |
| American Funds Target Date Retirement 2045 Fund | Mutual Funds | — | — | $249K | 1.2% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $249K | 1.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $237K | 1.1% | |
| Pimco Income Fund | Mutual Funds | — | — | $212K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $195K | 0.9% | |
| American Funds Target Date Retirement 2035 Fund | Mutual Funds | — | — | $165K | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $133K | 0.6% | |
| American Funds Target Date Retirement 2055 Fund | Mutual Funds | — | — | $79K | 0.4% | |
| JPMorgan Undiscovered Managers Behavorial Value Fund | Other securities | — | — | $57K | 0.3% | |
| American Funds Target Date Retirement 2065 Fund | Mutual Funds | — | — | $38K | 0.2% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $28K | 0.1% | |
| American Funds Target Date Retirement 2025 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| (E) | Other securities | — | — | $15K | <0.1% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $12K | <0.1% | |
| Principal LargeCap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9K | <0.1% | |
| John Hancock Bond Trust | Other securities | — | — | $8K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $354 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $179 | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 002 | 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.
