Tiffany Broomes signed Evercore Partners Services East, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evercore Partners Services East, LLC's EIN is 01-0552543.
Download the official 2024 Form 5500 (PDF) for Evercore Partners Services East, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evercore Partners Services East, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $71.5M | 20.1% | |
| Fidelity Freedom 2050 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $24.5M | 6.9% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $24.5M | 6.9% | |
| Fidelity Contrafund - Class K6 | Mutual Funds | — | — | $23.7M | 6.7% | |
| Fidelity Freedom 2040 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $19.8M | 5.6% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $19.8M | 5.6% | |
| Fidelity Freedom 2055 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $18.7M | 5.3% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $18.7M | 5.3% | |
| Geode Capital Management, LLC Spartan Extended Market Index CIT C | Common Collective Trusts | — | — | $18.0M | 5.1% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $18.0M | 5.1% | |
| Fidelity Freedom 2045 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $16.7M | 4.7% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $16.7M | 4.7% | |
| Evercore Wealth Management Evercore Equity Fund | Other securities | — | — | $16.7M | 4.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $15.7M | 4.4% | |
| Fidelity Freedom 2060 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $13.8M | 3.9% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $13.8M | 3.9% | |
| Fidelity Freedom 2035 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $13.7M | 3.9% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $13.7M | 3.9% | |
| Fidelity Freedom 2030 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $9.7M | 2.7% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $9.7M | 2.7% | |
| BlackRock Strategic Income Opportunities Portfolio Class K | Other securities | — | — | $9.2M | 2.6% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $8.6M | 2.4% | |
| WB SM MD CP CORE 2 GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 016 | Common Collective Trust | — | — | $7.9M | 2.2% | |
| Fidelity Freedom 2025 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $7.8M | 2.2% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $7.8M | 2.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | Common Collective Trusts | — | — | $7.6M | 2.1% | |
| Fidelity BrokerageLink Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $7.4M | 2.1% | |
| Fidelity Freedom 2065 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $7.2M | 2.0% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $7.2M | 2.0% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $6.6M | 1.9% | |
| Fidelity International Discovery Fund - Class K6 | Mutual Funds | — | — | $4.4M | 1.2% | |
| Geode Capital Management, LLC Spartan Emerging Markets Index Pool Class C Fund | Other securities | — | — | $3.7M | 1.0% | |
| SP EM MKT IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 007 | Common Collective Trust | — | — | $3.7M | 1.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.4M | 1.0% | |
| MFS Investment Management MFS Value Fund Class R6 | Mutual Funds | — | — | $3.3M | 0.9% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| Fidelity Freedom 2015 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $2.8M | 0.8% | |
| Fidelity Freedom 2020 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $2.4M | 0.7% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $2.4M | 0.7% | |
| Baird Asset Management Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $2.4M | 0.7% | |
| Participant Loans Interest of 4.25% to 9.50% maturing from 2025 through 2034 | Bonds / Notes | — | — | $1.4M | 0.4% | |
| Fidelity Freedom Income Commingled Pool Class D Fund | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.1M | 0.3% | |
| Victory Capital Management Victory Sophus Emerging Markets Fund Class R6 | Other securities | — | — | $1.1M | 0.3% | |
| Fidelity Freedom 2010 Commingled Pool Class D Fund | Common Collective Trusts | — | — | $1.0M | 0.3% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| DWS RREEF RL ASSTS M DWS INVESTMENT MANAGEMENT AMERICAS, INC. · EIN 82-6252443 / PN 004 | Common Collective Trust | — | — | $449K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
