Evensonbest, LLC's EIN is 13-3917122.
Download the official 2024 Form 5500 (PDF) for Evensonbest, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evensonbest, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 02-0488491 | — | SERVICE PROVIDER | $4K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFCYC IN 2035 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.9M | 14.0% | |
| NUVEEN LIFCYC IN 2030 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 11.1% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.0M | 10.6% | |
| NUVEEN LIFCYC IN 2040 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 8.9% | |
| NUVEEN LIFCYC IN 2045 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.9M | 6.6% | |
| NUVEEN LGCP GRW INDX FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.1% | |
| NUVEEN LIFCYC IN 2050 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.0% | |
| VANGRD INFO TECH INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.0% | |
| VOYA FIXED ACCOUNT (4634) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.9% | |
| NUVEEN LIFCYC IN 2025 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| NUVEEN LIFCYC IN 2020 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $909K | 3.2% | |
| iShares Russell Mid-Cap Idx K Pooled Separate Account | Pooled Separate Accounts | — | — | $710K | 2.5% | |
| ISH RUS SM MD CP IDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $710K | 2.5% | |
| VANGRD TOT ST MKT INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $704K | 2.5% | |
| NUVEEN LIFCYC IN 2055 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $590K | 2.1% | |
| Nuveen Intl Eq Ind Fd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $486K | 1.7% | |
| TIAA-CREF LIFCYC IN 2040 F INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $486K | 1.7% | |
| Participants' loans receivable Interest rates ranging from 4.25% - 9.50% per annum and | Bonds / Notes | — | — | $415K | 1.5% | |
| VANGRD MD-CAP GRW INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $336K | 1.2% | |
| VANGRD MID-CAP VL INDX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $323K | 1.1% | |
| NUVEEN LIFCYC IN 2060 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $292K | 1.0% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $277K | 1.0% | |
| VANGRD EXPLORER FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $238K | 0.8% | |
| NUVEEN LGCP VL INDX FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $195K | 0.7% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $185K | 0.7% | |
| FID INF PRT BD IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $175K | 0.6% | |
| VANGRD TX-MNGD BAL FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $168K | 0.6% | |
| VANGRD TOT BD MKT IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $144K | 0.5% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $100K | 0.4% | |
| VANGRD HEALTH CARE IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $94K | 0.3% | |
| ISH RUS SM MD CP IDX K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $84K | 0.3% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $76K | 0.3% | |
| VANGRD LG-TRM INV-GRD FD ADMN VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $73K | 0.3% | |
| VANGRD SHTRM CRP BD IN FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| VANGRD SM-CAP VL INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59K | 0.2% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| FIDELITY INTL BOND INDEX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $48K | 0.2% | |
| VANGRD ENERGY INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| DFA GLBL ALLOC 6040 PRT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $35K | 0.1% | |
| VANGRD UTILITIES IND FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $30K | 0.1% | |
| NUVEEN LIFCYC IN 2065 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28K | 0.1% | |
| VANGRD FINANCIALS INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21K | <0.1% | |
| VANGRD HIGH-YD CORP FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18K | <0.1% | |
| DFA INTERM GOVT FIX INC PT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| VOYA GV MNY MKT F A (HLD A VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| NUVEEN LIFCYC IN RT I F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $592 | <0.1% | |
| FIDELITY MULTI-ASSET INDEX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $87 | <0.1% | |
| NUVEEN LIFCYC IN 2010 F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $30 | <0.1% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA GLOBAL ALLOC 2575 PRT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4317381 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
