Plan Sponsor signed Pacific Northern Environmental, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Northern Environmental, LLC's EIN is 91-1458581.
Download the official 2024 Form 5500 (PDF) for Pacific Northern Environmental, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Northern Environmental, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 Registered investment company | Common Collective Trusts | — | — | $2.1M | 11.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.1M | 10.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.0M | 10.3% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $1.5M | 7.7% | |
| GREAT GRAY TRUST AM FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.3M | 6.8% | |
| GREAT GRAY TRUST AM FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.2M | 6.5% | |
| Empower SecureFoundation Balanced Fund Registered investment company | Common Stocks | — | — | $1.2M | 6.3% | |
| LARGE CAP VALUE FUND CLASS RI GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $947K | 5.0% | |
| GREAT GRAY TRUST AM FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $815K | 4.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $741K | 3.9% | |
| GREAT GRAY TRUST AM FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $683K | 3.6% | |
| Fidelity International Index Registered investment company | Mutual Funds | — | — | $608K | 3.2% | |
| Fidelity Mid Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $534K | 2.8% | |
| GREAT GRAY TRUST AM FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $383K | 2.0% | |
| through 2029 -0- | Other securities | — | — | $368K | 1.9% | |
| DFA Emerging Markets Core Equity Fund Registered investment company | Mutual Funds | — | — | $301K | 1.6% | |
| PGIM High-Yield Fund Registered investment company | Common Stocks | — | — | $296K | 1.5% | |
| Fidelity Small Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $266K | 1.4% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $258K | 1.4% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $228K | 1.2% | |
| MID CAP GROWTH FUND FEE CLASS RI GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $216K | 1.1% | |
| ClearBridge International Growth Fund Registered investment company | Common Stocks | — | — | $210K | 1.1% | |
| GREAT GRAY TRUST AM FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $197K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $164K | 0.9% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $160K | 0.8% | |
| American Funds Inflation Linked Bond Fund Registered investment company | Mutual Funds | — | — | $75K | 0.4% | |
| DFA Real Estate Securities Fund Registered investment company | Mutual Funds | — | — | $73K | 0.4% | |
| FIRST EAGLE SM CAP OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $64K | 0.3% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $63K | 0.3% | |
| PIMCO International Bond Fund (U.S. Hedged) Registered investment company | Mutual Funds | — | — | $40K | 0.2% | |
| GREAT GRAY TRUST AM FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $32K | 0.2% | |
| GREAT GRAY TRUST AM FUND 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $23K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| ANDERSON & ANDERSON ADVISORY LLC | — | LONGVIEW, WA | INVESTMENT ADVISOR | $56K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC NORTHERN ENVIRONMENTAL LLC | — | LONGVIEW, WA | CONTRACT ADMIN | $15K | — |
