Social and Environmental Entrepreneurs' EIN is 95-4116679.
Download the official 2024 Form 5500 (PDF) for Social and Environmental Entrepreneurs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Social and Environmental Entrepreneurs' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY (PPT | $7K | — |
| NATIONWIDE | 31-1432329 | COLUMBUS, OH | INVESTMENT ADVISORY (PPT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $530K | 14.4% | |
| Vanguard 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $312K | 8.5% | |
| American Funds 2060 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $263K | 7.2% | |
| American Funds 2045 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $219K | 6.0% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $190K | 5.2% | |
| American Funds 2040 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $165K | 4.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio Registered Investment Company ** 304 American Funds 2055 Target Date Retirement Fund Class R-6 Registered Investment Company | Mutual Funds | — | — | $136K | 3.7% | |
| American Funds 2035 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $104K | 2.8% | |
| Dodge & Cox International Stock Fund - Class I Registered Investment Company | Mutual Funds | — | — | $93K | 2.5% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $91K | 2.5% | |
| American Funds 2020 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $87K | 2.4% | |
| Nationwide Loomis All Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $85K | 2.3% | |
| Avantis U.S. Large Cap Value Fund Registered Investment Company | Common Stocks | — | — | $81K | 2.2% | |
| JPMorgan Large Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $76K | 2.1% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $75K | 2.0% | |
| American Funds 2025 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $75K | 2.0% | |
| JPMorgan Equity Income Fund Registered Investment Company | Common Stocks | — | — | $72K | 2.0% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Registered Investment Company | Common Stocks | — | — | $71K | 1.9% | |
| Parnassus Mid Cap Fund Registered Investment Company ** 107 PGIM Total Return Bond Fund -Class R6 Registered Investment Company | Common Stocks | — | — | $71K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | Mutual Funds | — | — | $66K | 1.8% | |
| PIMCO Commodity Real Return Strategy Fund Registered Investment Company ** 311 PIMCO Funds Real Return Fund Institutional Class Registered Investment Company | Mutual Funds | — | — | $49K | 1.3% | |
| MFS Mid Cap Growth Fund Registered Investment Company | Mutual Funds | — | — | $46K | 1.2% | |
| Columbia Select Large Cap Growth Fund Registered Investment Company ** 575 Diamond Hill Mid Cap Fund Registered Investment Company | Common Stocks | — | — | $46K | 1.2% | |
| Carillon Eagle Mid Cap Growth Fund Class I Registered Investment Company | Common Stocks | — | — | $44K | 1.2% | |
| Principal Global Real Estate Securities Fund Registered Investment Company | Common Stocks | — | — | $43K | 1.2% | |
| American Funds Washington Mutual Investors Fund Class R-6 Registered Investment Company | Mutual Funds | — | — | $40K | 1.1% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Registered Investment Company | Common Stocks | — | — | $38K | 1.0% | |
| BlackRock High Yield Bond Portfolio Registered Investment Company | Common Stocks | — | — | $36K | 1.0% | |
| PGIM High Yield Fund- Class R6 Registered Investment Company | Common Stocks | — | — | $27K | 0.7% | |
| Fixed Account Best of America Fixed Account ** $ 151 Interest-bearing cash Fed Hermes Government Obligations Fund Interest-bearing cash | Cash / Money Market | — | — | $26K | 0.7% | |
| Vanguard Short-Term Bond Index Fund Registered Investment Company ** 515 Vanguard Explorer Fund Admiral Shares Registered Investment Company | Common Collective Trusts | — | — | $24K | 0.7% | |
| Avantis U.S. Small Cap Value Fund Registered Investment Company | Common Stocks | — | — | $24K | 0.7% | |
| BlackRock Total Return Fund Class K Shares Registered Investment Company | Common Stocks | — | — | $24K | 0.7% | |
| American Funds 2065 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $16K | 0.4% | |
| AB GLOBAL BOND FUND - CLASS Z Registered Investment Company | Common Stocks | — | — | $12K | 0.3% | |
| BlackRock Strategic Income Opportunities Portfolio Registered Investment Company ** 63 AB Global Bond Fund Registered Investment Company ** 141 AB Large Cap Growth Fund Class I Registered Investment Company | Common Stocks | — | — | $11K | 0.3% | |
| JPMorgan Government Bond Fund Class R6 Registered Investment Company | U.S. Treasuries | — | — | $11K | 0.3% | |
| American Funds 2030 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $10K | 0.3% | |
| DFA International Social Core Equity Portfolio Registered Investment Company | Mutual Funds | — | — | $9K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund R-6 Registered Investment Company | Mutual Funds | — | — | $9K | 0.2% | |
| American Century Mid Cap Value Fund Registered Investment Company | Common Stocks | — | — | $9K | 0.2% | |
| TIAA-CREF Core Impact Bond Fund Registered Investment Company ** 418 Steward Values-Focused Small-Mid Cap Enhanced Index Fund Registered Investment Company ** 699 Cohen & Steers Real Estate Securities Fund, Inc. Class Z Registered Investment Company | U.S. Treasuries | — | — | $9K | 0.2% | |
| JPMorgan Small Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $9K | 0.2% | |
| DFA Emerging Markets Social Core Equity Portfolio Registered Investment Company | Mutual Funds | — | — | $9K | 0.2% | |
| Participant Loans Interest rates at (9.00%~9.50%) $0 | Bonds / Notes | — | — | $5K | 0.1% | |
| DFA US Large Cap Value Portfolio Registered Investment Company ** 514 ImPax Ellevate Global Women’s Leadership Fund Registered Investment Company ** 174 Impax International Sust Econ Fund Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard FTSE Social Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2K | <0.1% | |
| Registered Investment Companies FED HRMS GOV OBLGTNS PRMR Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| DFA Emerging Markets Core Equity Portfolio Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% | |
| Ariel Fund Investor Class Registered Investment Company ** 514 Calvert Short Duration Income Fund Registered Investment Company ** 183 DFA Inflation-Protected Securities Portfolio Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-3497679 |
| WESTLAKE VILLAGE, CA |
| THIRD PARTY ADMINISTRATO |
| $1K |
| — |
