ADAM Stomp signed Earned Visibility, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Earned Visibility, Inc.'s EIN is 16-1613411.
Download the official 2024 Form 5500 (PDF) for Earned Visibility, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Earned Visibility, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPS | — | NEW YORK, NY | RETAINED BY EMPLOYER | $89K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Mutual Fund - 177,171 shares | Mutual Funds | — | — | $4.7M | 18.6% | |
| American Funds 2050 Target Date Mutual Fund - 215,839 shares | Mutual Funds | — | — | $4.5M | 17.9% | |
| American Funds 2060 Target Date Mutual Fund - 150,361 shares | Mutual Funds | — | — | $2.7M | 10.7% | |
| Large Cap Growth Fund Mutual Fund - 24,079 shares | Other securities | — | — | $2.0M | 8.0% | |
| American Funds 2045 Target Date Mutual Fund - 80,597 shares | Mutual Funds | — | — | $1.7M | 6.8% | |
| American Funds 2040 Target Date Mutual Fund - 63,829 shares | Mutual Funds | — | — | $1.3M | 5.2% | |
| Vanguard 500 Index Mutual Fund - 2,167 shares | Common Collective Trusts | — | — | $1.2M | 4.7% | |
| Vanguard Information Technology Index Mutual Fund - 3,472 shares | Mutual Funds | — | — | $1.1M | 4.4% | |
| American Funds 2065 Target Date Mutual Fund - 47,211 shares | Mutual Funds | — | — | $826K | 3.3% | |
| Columbia Contrarian Core Mutual Fund - 22,031 shares | Other securities | — | — | $803K | 3.2% | |
| American Balanced Fund Mutual Fund - 15,529 shares | Other securities | — | — | $533K | 2.1% | |
| American Funds 2030 Target Date Mutual Fund - 29,703 shares | Mutual Funds | — | — | $514K | 2.0% | |
| Smallcap World Fund Mutual Fund - 6,095 shares | Other securities | — | — | $427K | 1.7% | |
| American Funds 2035 Target Date Mutual Fund - 21,803 shares | Mutual Funds | — | — | $415K | 1.6% | |
| American Funds 2025 Target Date Mutual Fund - 24,101 shares | Mutual Funds | — | — | $366K | 1.5% | |
| Goldman Sachs International Opportunities Fund Mutual Fund - 14,818 shares | Other securities | — | — | $290K | 1.1% | |
| Victory RS Global Fund Mutual Fund - 11,230 shares | Other securities | — | — | $272K | 1.1% | |
| New World Fund Mutual Fund - 3,532 shares | Other securities | — | — | $272K | 1.1% | |
| Vanguard Small-Cap Index Fund Mutual Fund - 1,935 shares | Common Collective Trusts | — | — | $223K | 0.9% | |
| Capital Income Builder Mutual Fund - 2,957 shares | Other securities | — | — | $204K | 0.8% | |
| Washington Mutual Investors Fund Mutual Fund - 2,941 shares | Other securities | — | — | $181K | 0.7% | |
| American Funds 2020 Target Date Mutual Fund - 11,981 shares | Mutual Funds | — | — | $161K | 0.6% | |
| The Bond Fund of America Mutual Fund - 12,913 shares | Other securities | — | — | $144K | 0.6% | |
| Vanguard Mid-Cap Index Fund Mutual Fund - 401 shares | Common Collective Trusts | — | — | $131K | 0.5% | |
| maturing through 2029 - | Other securities | — | — | $107K | 0.4% | |
| International Bond Fund Mutual Fund - 6,988 shares | Other securities | — | — | $69K | 0.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund - 1,738 shares | Common Collective Trusts | — | — | $27K | 0.1% | |
| MetLife Stable Value Fund Common/Collective Trust - 118 units | Stable Value | — | — | $24K | <0.1% | |
| METLIFE SV SERIES 25053 CI O RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 000 | Common Collective Trust | — | — | $24K | <0.1% | |
| U.S. Government Money Market Fund Mutual Fund - 18,015 shares | Cash / Money Market | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
