Jeffrey B. Miller signed Ventra Evart LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ventra Evart LLC's EIN is 20-8503438.
Download the official 2024 Form 5500 (PDF) for Ventra Evart LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ventra Evart LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.1M | 9.5% | |
| Vanguard Institutional Target Retirement 2030 | Mutual Funds | — | — | $915K | 7.9% | |
| American Balanced Fund | Other securities | — | — | $896K | 7.7% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5354062 / PN 026 | Common Collective Trust | — | — | $781K | 6.7% | |
| Vanguard Mid Cap Index Institutional | Mutual Funds | — | — | $707K | 6.1% | |
| Vanguard Institutional Target Retirement 2055 | Mutual Funds | — | — | $560K | 4.8% | |
| Participants Participant Loans Rates from 8.50% to 9.50% - | Bonds / Notes | — | — | $493K | 4.3% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $488K | 4.2% | |
| Vanguard Institutional Target Retirement 2035 | Mutual Funds | — | — | $487K | 4.2% | |
| Vanguard Institutional Target Retirement 2045 | Mutual Funds | — | — | $478K | 4.1% | |
| Vanguard Total Stock Market Index Admiral Institutional | Common Collective Trusts | — | — | $450K | 3.9% | |
| Vanguard Institutional Target Retirement 2025 | Mutual Funds | — | — | $448K | 3.9% | |
| American Capital World Growth & Income R6 | Other securities | — | — | $445K | 3.8% | |
| Vanguard Institutional Target Retirement 2050 | Mutual Funds | — | — | $410K | 3.5% | |
| Vanguard Institutional Target Retirement 2040 | Mutual Funds | — | — | $355K | 3.1% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $346K | 3.0% | |
| American Century Strategic Allocation : Conservative | Other securities | — | — | $310K | 2.7% | |
| Pioneer Bond K | Other securities | — | — | $307K | 2.6% | |
| American Century Aggressive R6 | Other securities | — | — | $266K | 2.3% | |
| Vanguard Institutional Target Retirement Income | Mutual Funds | — | — | $248K | 2.1% | |
| Vanguard Institutional Target Retirement 2065 | Mutual Funds | — | — | $220K | 1.9% | |
| Vanguard Institutional Target Retirement 2060 | Mutual Funds | — | — | $213K | 1.8% | |
| JP Morgan International Equity I R6 | Other securities | — | — | $186K | 1.6% | |
| American Century Samll Cap Growth R6 | Other securities | — | — | $105K | 0.9% | |
| Undiscovered Managers Behavioral Value 156 Vanguard Developing Markets Index | Mutual Funds | — | — | $101K | 0.9% | |
| American Century Moderate Fund | Other securities | — | — | $82K | 0.7% | |
| JP Morgan U.S. Researched Enhanced Equity | Other securities | — | — | $57K | 0.5% | |
| JP Morgan U.S. Small Company | Common Stocks | — | — | $56K | 0.5% | |
| Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $40K | 0.3% | |
| Vanguard Institutional Target Retirement 2070 238 Vanguard Total Bond Market Index Fund Institutional | Common Collective Trusts | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
