Shaun Porter signed Advantis Global, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantis Global, LLC's EIN is 20-8421792.
Download the official 2022 Form 5500 (PDF) for Advantis Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Advantis Global, LLC'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.
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 | |||||
|---|---|---|---|---|---|---|
| VOYA TRGT INDEX SOLUTION TR 2055 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 077 | Pooled Separate Account | — | — | $434K | 17.0% | |
| VOYA TRGT INDEX SOLUTION TR 2050 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 082 | Pooled Separate Account | — | — | $379K | 14.9% | |
| VOYA TRGT INDEX SOLUTION TR 2060 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 087 | Pooled Separate Account | — | — | $313K | 12.3% | |
| Vanguard Total Stock Mkt Indx Fd Adm Mutual funds | Mutual Funds | — | — | $219K | 8.6% | |
| VOYA TRGT INDEX SOLUTION TR 2045 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 076 | Pooled Separate Account | — | — | $191K | 7.5% | |
| AB Large Cap Growth Fnd Z Mutual funds | Other securities | — | — | $117K | 4.6% | |
| VOYA TRGT INDEX SOLUTION TR 2030 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 080 | Pooled Separate Account | — | — | $103K | 4.0% | |
| VOYA TRGT INDEX SOLUTION TR 2035 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 075 | Pooled Separate Account | — | — | $94K | 3.7% | |
| VOYA TRGT INDEX SOLUTION TR 2040 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 081 | Pooled Separate Account | — | — | $89K | 3.5% | |
| Vangrd Mid Cap Index Fund Adm Mutual funds | Common Collective Trusts | — | — | $69K | 2.7% | |
| American Funds Nw Prspctv R6 Mutual funds | Mutual Funds | — | — | $66K | 2.6% | |
| VOYA TRGT INDEX SOLUTION TR 2025 CL VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 074 | Pooled Separate Account | — | — | $65K | 2.6% | |
| Voya Fixed Account Guaranteed investment contract | Stable Value | — | — | $64K | 2.5% | |
| American Funds Wash Mutual R6 Mutual funds | Mutual Funds | — | — | $61K | 2.4% | |
| VOYA TRGT INDEX SOLUTION TR 2065 3 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 098 | Pooled Separate Account | — | — | $48K | 1.9% | |
| Vanguard Small Cap Index Fnd Adm Mutual funds | Mutual Funds | — | — | $35K | 1.4% | |
| Goldman Sachs SmMd Cap Grw Fd R6 Mutual funds | Other securities | — | — | $33K | 1.3% | |
| Pioneer Bond Fund K Mutual funds | Other securities | — | — | $30K | 1.2% | |
| MFS International Growth Fund R6 Mutual funds | Mutual Funds | — | — | $23K | 0.9% | |
| Vanguard Total Int Stock In F Adm Mutual funds | Mutual Funds | — | — | $23K | 0.9% | |
| PIMCO Income Fund Ins Mutual funds | Mutual Funds | — | — | $18K | 0.7% | |
| American Funds Am Balanced R6 Mutual funds | Mutual Funds | — | — | $16K | 0.6% | |
| Columbia Contrarian Core Fd I3 Mutual funds | Other securities | — | — | $12K | 0.5% | |
| Voya Government Money Market Fund Money market fund | Cash / Money Market | — | — | $11K | 0.4% | |
| VOYA TRGT INDEX SOLUTION TR INC CL3 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 072 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VY® JPMorgan Small Cap Core Equity R6 Mutual funds | Other securities | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
