Jessica Wilson signed Charge Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charge Enterprises, Inc.'s EIN is 90-0471969.
Download the official 2024 Form 5500 (PDF) for Charge Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charge Enterprises, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | NONE | $60K | — |
| RETIREMENT PLAN SOLUTIONS | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $8.9M | 41.8% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $6.6M | 30.8% | |
| MYCOMPASS INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $3.2M | 14.8% | |
| MYCOMPASS INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.2M | 5.7% | |
| Vanguard Total Stock Market Index Fund " | Common Collective Trusts | — | — | $227K | 1.1% | |
| MYCOMPASS INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $226K | 1.1% | |
| MORLEY STABLE VALUE FUND FEE CLASS PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $202K | 0.9% | |
| Vanguard Target Retirement 2025 Fund " ** 159 Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $169K | 0.8% | |
| Vanguard Federal Money Market Fund Mutual fund ** 149 Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $87K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund " ** 148 Vanguard Target Retirement Income Fund " | Common Collective Trusts | — | — | $51K | 0.2% | |
| Vanguard Growth Index Fund " | Common Collective Trusts | — | — | $47K | 0.2% | |
| PRINCIPAL U.S. PROPERTY SEPARATE AC PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $36K | 0.2% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $34K | 0.2% | |
| Vanguard Total International Bond Index Fund " ** 352 Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $27K | 0.1% | |
| Vanguard Mid-Cap Index Fund " | Common Collective Trusts | — | — | $19K | <0.1% | |
| Vanguard Value Index Fund " | Common Collective Trusts | — | — | $19K | <0.1% | |
| Voya Government Money Market Fund Pooled separate account ** 226 * Vanguard Mid-Cap Index Fund " | Pooled Separate Accounts | — | — | $18K | <0.1% | |
| American Funds Growth Fund " | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Core Bond Fund " | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund " | Mutual Funds | — | — | $16K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $16K | <0.1% | |
| Goldman Sachs GQG Partners International Opportunities " | Other securities | — | — | $16K | <0.1% | |
| American Funds The Growth Fund of America Fund " ** 237 Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $10K | <0.1% | |
| Vanguard Small-Cap Index Fund " | Common Collective Trusts | — | — | $9K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio " | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Short-Term Bond Index Fund " | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Long-Term Treasury Fund " | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Washington Mutual Investors Fund " | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Fundamental Investors " | Mutual Funds | — | — | $6K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $365 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HOLLIDAYSBURG, PA |
| NONE |
| $6K |
| — |
