Ellen Smith signed Enviroissues' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enviroissues' EIN is 91-1526183.
Download the official 2024 Form 5500 (PDF) for Enviroissues from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enviroissues' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $225 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $3.1M | 15.4% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $2.2M | 10.8% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.1M | 10.3% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $1.8M | 9.0% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $1.3M | 6.5% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $1.2M | 5.8% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $1.0M | 5.1% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $962K | 4.8% | |
| Self-Directed Brokerage Accounts BROKERAGELINK | Self-Directed Brokerage | — | — | $760K | 3.8% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $597K | 3.0% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $586K | 2.9% | |
| Fidelity FID SMALL CAP GR K6 | Mutual Funds | — | — | $557K | 2.8% | |
| Parnassus VAL EQ INS | Other securities | — | — | $516K | 2.6% | |
| Fidelity FID VALUE | Mutual Funds | — | — | $442K | 2.2% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $415K | 2.1% | |
| Fidelity FID LARGE CAP STOCK | Mutual Funds | — | — | $413K | 2.1% | |
| Fidelity FID US SUSTN IDX | Common Collective Trusts | — | — | $272K | 1.4% | |
| Calvert INTL EQ I | Other securities | — | — | $267K | 1.3% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $252K | 1.3% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $246K | 1.2% | |
| Mainstay Winslow MS W LARGE CAP GR R1 | Other securities | — | — | $184K | 0.9% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $161K | 0.8% | |
| Money Market Fund * Fidelity FID GOVT MMKT | Mutual Funds | — | — | $161K | 0.8% | |
| Vanguard VANG VALUE IDX ADM | Common Collective Trusts | — | — | $142K | 0.7% | |
| Fidelity FID PURITAN | Mutual Funds | — | — | $135K | 0.7% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $99K | 0.5% | |
| Carillon CRLN E MID CAP GR I | Other securities | — | — | $98K | 0.5% | |
| Fidelity FID SMALL CAP VALUE | Mutual Funds | — | — | $69K | 0.3% | |
| Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $24K | — |
