Essential Holding America, LLC's EIN is 92-3594273.
Download the official 2024 Form 5500 (PDF) for Essential Holding America, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Essential Holding America, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| CURCIO WEBB | 36-4171366 | — | NONE | $63K | — |
| M. LYNCH, PIERCE, FENNER AND SMITH | 13-5674085 | — | NONE | $57K | — |
| RSM US LLP | 42-0714325 | — | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $84.4M | 19.5% | |
| MANAGED INCOME PORT II COMMINGLED FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $46.8M | 10.8% | |
| JPMCB U.S. Active Core Equity Fund | Other securities | — | — | $35.8M | 8.3% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $35.2M | 8.1% | |
| BLACKROCK LIFEPATH IDX RET NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4340713 / PN 001 | Common Collective Trust | — | — | $25.4M | 5.9% | |
| BLACKROCK US DEBT IDX NON LENDABLE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395662 / PN 001 | Common Collective Trust | — | — | $24.6M | 5.7% | |
| Vanguard Total International Stock Fund | Mutual Funds | — | — | $20.8M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2035 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4382843 / PN 001 | Common Collective Trust | — | — | $17.7M | 4.1% | |
| STRATEGIC INCOME OPPORTUNITIES M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-4981212 / PN 001 | Common Collective Trust | — | — | $17.6M | 4.1% | |
| BLACKROCK LIFEPATH INDEX 2030 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4341026 / PN 001 | Common Collective Trust | — | — | $17.2M | 4.0% | |
| BLACKROCK LIFEPATH INDEX 2040 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395872 / PN 001 | Common Collective Trust | — | — | $15.5M | 3.6% | |
| BLACKROCK LIFEPATH INDEX 2045 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395954 / PN 001 | Common Collective Trust | — | — | $15.2M | 3.5% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $13.2M | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2050 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4396038 / PN 001 | Common Collective Trust | — | — | $9.9M | 2.3% | |
| BLACKROCK LIFEPATH INDEX 2055 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4407507 / PN 001 | Common Collective Trust | — | — | $8.9M | 2.1% | |
| Franklin Small Cap Value GG Trust Collective Investment Trust Fund | Common Collective Trusts | — | — | $8.6M | 2.0% | |
| DFA Global Real Estate Securities Portfolio Fund | Mutual Funds | — | — | $6.4M | 1.5% | |
| Participant Loans Interest rates of 4.25% to 9.5%; maturities through May 30, 2039 | Bonds / Notes | — | — | $6.0M | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2060 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-2041130 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.4% | |
| Harbor Small Cap Growth Fund | Other securities | — | — | $4.8M | 1.1% | |
| Syensqo SA Common Stock | Common Stocks | — | — | $2.1M | 0.5% | |
| Solvay SA Common Stock | Common Stocks | — | — | $1.2M | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2025 NON-L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4340963 / PN 001 | 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.
