Kimberly McKeown signed Everfast, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everfast, Inc.'s EIN is 13-1758410.
Download the official 2024 Form 5500 (PDF) for Everfast, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everfast, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | 86-1109193 | — | INVESTMENT/FINANCIAL ADVI |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $6.5M | 16.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $6.3M | 16.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.3M | 11.0% | |
| VAN TARG RETIRE 2070 743 REGISTERED INVESTMENT COMPANY VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $3.5M | 9.0% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $2.3M | 5.8% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2.3M | 5.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2.1M | 5.5% | |
| VANGUARD RET SAVINGS TRUST VANGUARD FIDICIARY TRUST · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $2.0M | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.7M | 4.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.5M | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $744K | 1.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $571K | 1.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $506K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $472K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $238K | 0.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $227K | 0.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $112K | 0.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $103K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $61K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $22K | <0.1% | |
| VICTORY RS PARTNERS Y | Registered Investment Companies | — | — | $19K | <0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $9K | <0.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $63K |
| — |
