EV Group Incorporated's EIN is 05-0513460.
Download the official 2024 Form 5500 (PDF) for EV Group Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EV Group Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NON | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC. | 13-3180631 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 1 Reliance Trust Company Macquarie Ltd-Term Div Income ** 53 2 Reliance Trust Company PGIM Total Return Bond | Common Stocks | — | — | $2.8M | 22.8% | |
| Interest Bearing Cash 18 Reliance Trust Company Vanguard Cash Reserve Fed Money Market Admin | Mutual Funds | — | — | $1.7M | 14.0% | |
| 5 Reliance Trust Company Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.6M | 13.4% | |
| 16 Reliance Trust Company Vanguard Total International Stock Index Admiral Shares | Mutual Funds | — | — | $1.6M | 13.3% | |
| 4 Reliance Trust Company Vanguard Equity Income Admiral | Mutual Funds | — | — | $848K | 7.0% | |
| 10 Reliance Trust Company AB Large Cap Growth | Common Stocks | — | — | $846K | 7.0% | |
| 3 Reliance Trust Company Vanguard Balanced Index Admiral | Mutual Funds | — | — | $815K | 6.7% | |
| 15 Reliance Trust Company Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $663K | 5.5% | |
| 6 Reliance Trust Company Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $410K | 3.4% | |
| 12 Reliance Trust Company Nuveen Mid Cap Value | Mutual Funds | — | — | $311K | 2.6% | |
| 13 Reliance Trust Company Carillon Eagle Mid Cap Growth | Common Stocks | — | — | $242K | 2.0% | |
| 7 Reliance Trust Company Vanguard Target Retire 2045 | Mutual Funds | — | — | $22K | 0.2% | |
| 11 Reliance Trust Company Fidelity Advisor Equity Growth | Mutual Funds | — | — | $18K | 0.2% | |
| 14 Reliance Trust Company Principal MidCap Growth | Common Stocks | — | — | $11K | <0.1% | |
| 8 Reliance Trust Company Vanguard Target Retire 2060 ** 961 9 Reliance Trust Company Vanguard Target Retire 2065 | Mutual Funds | — | — | $7K | <0.1% | |
| 17 Reliance Trust Company DFA Emerging Market Cor Equity | Mutual Funds | — | — | $6K | <0.1% | |
| Cash 19 * Reliance Trust Company Cash | Cash / Money Market | — | — | $5K | <0.1% | |
| RELIANCE TRUST NYL ANCHOR I-0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | 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.
