Laura Dangermond signed Environmental Systems Research Institute, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Environmental Systems Research Institute, Inc.'s EIN is 95-2775732.
Download the official 2024 Form 5500 (PDF) for Environmental Systems Research Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Environmental Systems Research Institute, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $220K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $330K | — |
| SAGEVIEW ADVISORY GROUP, LLC |
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 | — | — | $324.2M | 15.1% | |
| T. Rowe Price Large-Cap Growth Trust C Collective Trust | Common Collective Trusts | — | — | $160.0M | 7.5% | |
| TRP LG CP GR TR C T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $160.0M | 7.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $158.1M | 7.4% | |
| Brokerage Link Self-Directed Investments | Self-Directed Brokerage | — | — | $155.3M | 7.2% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $148.1M | 6.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $145.3M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $116.1M | 5.4% | |
| Dodge & Cox Funds - Stock Registered Investment Company | Mutual Funds | — | — | $105.8M | 4.9% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $90.9M | 4.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $89.4M | 4.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $73.7M | 3.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $67.4M | 3.1% | |
| MFS INTL EQUITY 3 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $60.1M | 2.8% | |
| DFA US Targeted Value I Registered Investment Company | Mutual Funds | — | — | $56.4M | 2.6% | |
| Dodge & Cox Funds - Income Registered Investment Company | Mutual Funds | — | — | $48.6M | 2.3% | |
| Fidelity Spartan Global Extended US Index Registered Investment Company | Mutual Funds | — | — | $41.6M | 1.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $39.2M | 1.8% | |
| Fidelity Spartan Extnd Mkt Idx Registered Investment Company | Common Collective Trusts | — | — | $36.2M | 1.7% | |
| Fidelity US Bond Index Registered Investment Company | Mutual Funds | — | — | $30.7M | 1.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.5M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $10.7M | 0.5% | |
| Vanguard Federal Money Market Registered Investment Company | Mutual Funds | — | — | $2.2M | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $898K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| CONSULTANT |
| $129K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $37K | — |
