Michael Bennett signed The Envoy Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Envoy Group LLC's EIN is 06-1821907.
Download the official 2024 Form 5500 (PDF) for The Envoy Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Envoy Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824865 | ORINDA, CA | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824668 | ORINDA, CA | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 8 Charles Schwab Bank American Funds 2050 Target Date Fund | Mutual Funds | — | — | $1.5M | 24.2% | |
| 9 Charles Schwab Bank American Funds 2055 Target Date Fund | Mutual Funds | — | — | $664K | 11.0% | |
| 26 * Charles Schwab Bank Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $622K | 10.3% | |
| 6 Charles Schwab Bank American Funds 2040 Target Date Fund | Mutual Funds | — | — | $527K | 8.8% | |
| 7 Charles Schwab Bank American Funds 2045 Target Date Fund | Mutual Funds | — | — | $364K | 6.0% | |
| 10 Charles Schwab Bank American Funds 2060 Target Date Fund | Mutual Funds | — | — | $359K | 6.0% | |
| 23 Charles Schwab Bank Oakmark Fund | Mutual Funds | — | — | $355K | 5.9% | |
| 21 Charles Schwab Bank JP Morgan Large Cap Growth Fund | Mutual Funds | — | — | $229K | 3.8% | |
| s 3 Charles Schwab Bank American Funds 2010 Target Date Fund | Mutual Funds | — | — | $189K | 3.1% | |
| 16 Charles Schwab Bank Hood River Small Cap Growth Retirement Fund | Mutual Funds | — | — | $139K | 2.3% | |
| 5 Charles Schwab Bank American Funds 2035 Target Date Fund | Mutual Funds | — | — | $124K | 2.1% | |
| 4 Charles Schwab Bank American Funds 2030 Target Date Fund | Mutual Funds | — | — | $110K | 1.8% | |
| 13 Charles Schwab Bank American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $110K | 1.8% | |
| 14 Charles Schwab Bank Cohen & Steers Realty Shares Fund | Mutual Funds | — | — | $95K | 1.6% | |
| 15 Charles Schwab Bank GQG Partners Emerging Markets Equity Fund | Mutual Funds | — | — | $91K | 1.5% | |
| 25 Charles Schwab Bank Pimco Income Institutional Fund | Mutual Funds | — | — | $78K | 1.3% | |
| 17 Charles Schwab Bank Janus Henderson Enterprise Fund | Mutual Funds | — | — | $52K | 0.9% | |
| 28 Charles Schwab Bank Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $49K | 0.8% | |
| 19 Charles Schwab Bank JP Morgan Equity Income Class A Fund | Mutual Funds | — | — | $48K | 0.8% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $47K | 0.8% | |
| Money market deposit account 2 * Charles Schwab Bank Schwab Bank Savings Account | Mutual Funds | — | — | $44K | 0.7% | |
| 12 Charles Schwab Bank American Funds Bond Fund of America | Mutual Funds | — | — | $37K | 0.6% | |
| 29 Charles Schwab Bank Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $34K | 0.6% | |
| 27 Charles Schwab Bank Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $33K | 0.6% | |
| 30 Charles Schwab Bank Victory Sycamore Established Value Fund | Mutual Funds | — | — | $31K | 0.5% | |
| 24 Charles Schwab Bank Parnassus Core Equity Fund | Mutual Funds | — | — | $30K | 0.5% | |
| 22 Charles Schwab Bank Neuberger Berman Genesis Fund | Mutual Funds | — | — | $21K | 0.3% | |
| 11 Charles Schwab Bank American Funds American Balanced Fund | Mutual Funds | — | — | $11K | 0.2% | |
| 18 Charles Schwab Bank Janus Henderson Triton Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Cash 1 * Charles Schwab Bank Cash | Mutual Funds | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
