Trish McEvoy Ltd.'s EIN is 13-3085262.
Download the official 2024 Form 5500 (PDF) for Trish McEvoy Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trish McEvoy Ltd.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.4M | 14.9% | |
| MET GG SV 25554 - 75 WILMINGTON TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.1M | 11.9% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $983K | 10.8% | |
| UNDISCOVERED MGRS BHVR VAL R2 | Registered Investment Companies | — | — | $908K | 10.0% | |
| FIDELITY ADVISOR BALANCED M | Registered Investment Companies | — | — | $801K | 8.8% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $502K | 5.5% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $435K | 4.8% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $361K | 4.0% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $323K | 3.5% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $319K | 3.5% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $223K | 2.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $198K | 2.2% | |
| AMC DISCIPLINED GRTH - A | Registered Investment Companies | — | — | $195K | 2.1% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $193K | 2.1% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $172K | 1.9% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $161K | 1.8% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $149K | 1.6% | |
| HARTFORD INTL EQUITY R4 | Registered Investment Companies | — | — | $112K | 1.2% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $83K | 0.9% | |
| HARTFORD MID CAP FUND R4 | Registered Investment Companies | — | — | $75K | 0.8% | |
| STATE ST RUSS SC IDX VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 339 | Common Collective Trust | — | — | $72K | 0.8% | |
| AMC DISCIPLINED CORE VALUE A | Registered Investment Companies | — | — | $61K | 0.7% | |
| GOLDMAN SACHS US MORTGAGES A | Registered Investment Companies | — | — | $59K | 0.7% | |
| STATE ST INTL IDX SEC LEND VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 335 | Common Collective Trust | — | — | $50K | 0.5% | |
| INVESCO QUALITY INCOME A | Registered Investment Companies | — | — | $42K | 0.5% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $34K | 0.4% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
