Everett Group LLC's EIN is 20-5693520.
Download the official 2024 Form 5500 (PDF) for Everett Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everett Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $36K | — |
| FIRST SECURITY BANK | 71-0159420 | — | NONE | $33K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $30K | — |
| FORVIS, LLP | 44-0160260 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund; mutual fund; 110,734.0370 shares | Mutual Funds | — | $111K | $3.3M | 16.7% | |
| Hartford Schroders International Stock Fund; mutual fund; 113,924.224 shares | Other securities | — | $114K | $2.0M | 10.2% | |
| JPMorgan Large Cap Growth Fund Class R6; mutual fund; 22,635.3220 shares | Mutual Funds | — | $23K | $1.9M | 9.7% | |
| JPMorgan Core Plus Bond Fund; mutual fund; 239,428.7290 shares | Other securities | — | $239K | $1.7M | 8.7% | |
| Vanguard Target Retirement 2035 Fund; mutual fund; 68,533.8760 shares | Mutual Funds | — | $69K | $1.6M | 8.4% | |
| Fidelity 500 Index Fund; mutual fund; 7,272.654 shares | Common Collective Trusts | — | $7K | $1.5M | 7.6% | |
| Vanguard Windsor II Fund; mutual fund; 15,036.5420 shares | Mutual Funds | — | $15K | $1.2M | 6.0% | |
| JPMorgan Mid Cap Growth Fund R6; mutual fund; 20,774.6000 shares | Other securities | — | $21K | $1.1M | 5.5% | |
| Vanguard Target Retirement 2055 Fund; mutual fund; 14,004.6080 shares | Mutual Funds | — | $14K | $779K | 4.0% | |
| Notes receivable from participants Interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $596K | 3.0% | |
| Undiscovered MGRS Behavioral Value R6; mutual fund; 6,968.2020 shares | Other securities | — | $7K | $587K | 3.0% | |
| Vanguard Target Retirement 2065 Fund; mutual fund; 13,308.3650 shares | Mutual Funds | — | $13K | $447K | 2.3% | |
| Charles Schwab Retirement Government Money Fund; money market fund; 335,245.610 shares | Mutual Funds | — | $335K | $335K | 1.7% | |
| T Rowe T Rowe Price Mid Cap Value; mutual fund; 6,257.7200 shares | Mutual Funds | — | $6K | $200K | 1.0% | |
| Janus Henderson Venture Fund; mutual fund; 1,217.7310 shares | Mutual Funds | — | $1K | $104K | 0.5% | |
| Fidelity Middle Cap Index; mutual fund; 2,696.614 shares | Mutual Funds | — | $3K | $91K | 0.5% | |
| Vanguard Target Retirement Income Fund; mutual fund; 5,476.2220 shares | Mutual Funds | — | $5K | $72K | 0.4% | |
| Vanguard Target Retirement 2060 Fund; mutual fund; 827.8000 shares | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Developed Markets Index Fund; mutual fund; 2,285.9640 shares | Common Collective Trusts | — | $2K | $35K | 0.2% | |
| Vanguard Target Retirement 2040 Fund; mutual fund; 794.8270 shares | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard Target Retirement 2030 Fund; mutual fund; 822.7630 shares | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2050 Fund; mutual fund; 310.6160 shares | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Small Cap Index Fund-Adm; mutual fund; 123.0660 shares | Common Collective Trusts | — | — | $14K | <0.1% | |
| Guggenheim Investments Guggenheim Macro Opportunities Fund; mutual fund; 433.362 shares | Other securities | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2020 Fund; mutual fund; 148.9630 shares | Mutual Funds | — | — | $4K | <0.1% | |
| JPMorgan Government Bond Fund Class R6; mutual fund; 244.3720 shares | U.S. Treasuries | — | — | $2K | <0.1% | |
| GQG Partners GQG Partners Emerging Markets Equity; mutual fund; 89.059 shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHARLES SCHWAB TRUST BANK |
| 82-3967259 |
| — |
| NONE |
| $5K |
| — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
