Lizette Moses signed Esjoule, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Esjoule, LLC's EIN is 88-4071053.
Download the official 2024 Form 5500 (PDF) for Esjoule, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Esjoule, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | 56-2375265 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | SANTA MONICA, CA | INVESTMENT ADVISOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ( a ) Identity of Issue Description Cost Current Value Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $2.3M | 26.8% | |
| American Funds American Funds 2050 Target Date Retirement Fund a | Mutual Funds | — | — | $1.1M | 12.6% | |
| American Funds American Funds 2045 Target Date Retirement Fund a | Mutual Funds | — | — | $1.0M | 12.2% | |
| American Funds American Funds 2055 Target Date Retirement Fund a | Mutual Funds | — | — | $603K | 7.1% | |
| T. Rowe T. Rowe Price Growth Stock Fund a | Other securities | — | — | $565K | 6.6% | |
| Fidelity Inflation-Protected Bond Index Fund a | Common Collective Trusts | — | — | $362K | 4.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund a | Mutual Funds | — | — | $323K | 3.8% | |
| American Funds American Funds 2060 Target Date Retirement Fund a | Mutual Funds | — | — | $289K | 3.4% | |
| Vanguard Federal Money Market Fund a | Mutual Funds | — | — | $258K | 3.0% | |
| Participant Loans Notes receivable from participants with interest rates of 4.25% to 9.25% - | Bonds / Notes | — | — | $236K | 2.8% | |
| American Funds American Funds 2030 Target Date Retirement Fund a | Mutual Funds | — | — | $205K | 2.4% | |
| FS Investments FS Global Credit Opportunities Fund a | Other securities | — | — | $204K | 2.4% | |
| Fidelity Global U.S. Bond Index Fund a | Common Collective Trusts | — | — | $199K | 2.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund a | Mutual Funds | — | — | $179K | 2.1% | |
| Vanguard Explorer ADM Fund a | Mutual Funds | — | — | $161K | 1.9% | |
| Fidelity Extended Market Index Fund a | Common Collective Trusts | — | — | $126K | 1.5% | |
| JPMorgan Equity Income Fund Class A | Other securities | — | — | $89K | 1.0% | |
| PGIM Total Return Bond Fund a | Other securities | — | — | $86K | 1.0% | |
| American Funds American Funds 2025 Target Date Retirement Fund a | Mutual Funds | — | — | $72K | 0.8% | |
| American Funds American Funds 2065 Target Date Retirement Fund a | Mutual Funds | — | — | $43K | 0.5% | |
| JPMorgan Small Cap Value R6 Fund a | Other securities | — | — | $36K | 0.4% | |
| American Funds American Funds 2015 Target Date Retirement Fund a | Mutual Funds | — | — | $24K | 0.3% | |
| BlackRock High Yield Bond Fund a | Other securities | — | — | $21K | 0.2% | |
| American Funds American Funds New World Fund Class A | Mutual Funds | — | — | $15K | 0.2% | |
| American Funds American Funds Europacific Growth Fund a | Mutual Funds | — | — | $14K | 0.2% | |
| American Beacon American Beacon International Eq In a | Other securities | — | — | $12K | 0.1% | |
| Principal Global Real Estate Securities A Fund a | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
