Marianne Maltempi signed EVS Metal's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EVS Metal's EIN is 22-3264491.
Download the official 2024 Form 5500 (PDF) for EVS Metal from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EVS Metal'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 " | Mutual Funds | — | — | $2.0M | 13.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.8M | 12.0% | |
| Vanguard Growth Index Fund Adm " | Common Collective Trusts | — | — | $1.3M | 8.7% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $930K | 6.2% | |
| BLACKROCK EQUITY DIVIDEND (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 840 | Pooled Separate Account | — | — | $834K | 5.6% | |
| Great Gray Trust American Funds 2035 Fund " | Mutual Funds | — | — | $715K | 4.8% | |
| Fidelity Advisor Leveraged Company Stock Fund Z " | Mutual Funds | — | — | $687K | 4.6% | |
| Eaton Vance Income Fund of Boston R6 " | Other securities | — | — | $515K | 3.4% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | Mutual Funds | — | — | $481K | 3.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $399K | 2.7% | |
| Columbia Select Mid Cap Value Fund Instl " | Other securities | — | — | $377K | 2.5% | |
| Invesco EQV International Equity Fund R6 " | Mutual Funds | — | — | $371K | 2.5% | |
| Carillon Eagle Small Cap Growth Fund R6 " | Other securities | — | — | $333K | 2.2% | |
| Great Gray Trust American Funds 2025 Fund " | Mutual Funds | — | — | $320K | 2.1% | |
| Lord Abbett Value Opportunities Fund R6 " | Mutual Funds | — | — | $308K | 2.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $284K | 1.9% | |
| Great Gray Trust American Funds 2020 Fund Common collective trust | Common Collective Trusts | — | — | $274K | 1.8% | |
| T. ROWE US MID CAP GRW EQTY (IS PF) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $239K | 1.6% | |
| Great Gray Trust American Funds 2040 Fund " | Mutual Funds | — | — | $207K | 1.4% | |
| Royce Small-Cap Total Return Fund Instl " | Other securities | — | — | $191K | 1.3% | |
| MassMutual Strategic Emerging Markets Fund I " | Other securities | — | — | $173K | 1.2% | |
| BlackRock Health Sciences Opportunities Portfolio Fund K " | Other securities | — | — | $166K | 1.1% | |
| Franklin High Income Fund R6 " | Mutual Funds | — | — | $159K | 1.1% | |
| Goldman Sachs Small Cap Value Fund R6 " | Other securities | — | — | $150K | 1.0% | |
| Great Gray Trust American Funds 2030 Fund " | Mutual Funds | — | — | $123K | 0.8% | |
| MFS Total Return Fund R6 " | Mutual Funds | — | — | $118K | 0.8% | |
| JPMorgan Core Bond Fund R6 " | Other securities | — | — | $103K | 0.7% | |
| MFS Technology Fund R6 " | Mutual Funds | — | — | $102K | 0.7% | |
| JPMorgan Mid Cap Growth Fund R6 " | Other securities | — | — | $102K | 0.7% | |
| Invesco International Bond Fund R6 " | Mutual Funds | — | — | $83K | 0.6% | |
| Invesco Global Opportunities Fund R6 " | Mutual Funds | — | — | $76K | 0.5% | |
| Great Gray Trust American Funds 2045 Fund " | Mutual Funds | — | — | $67K | 0.4% | |
| Invesco Small Cap Growth R6 " | Mutual Funds | — | — | $65K | 0.4% | |
| Invesco Real Estate Fund R6 " | Mutual Funds | — | — | $53K | 0.4% | |
| Great Gray Trust American Funds 2060 Fund " | Mutual Funds | — | — | $51K | 0.3% | |
| Great Gray Trust American Funds 2055 Fund " | Mutual Funds | — | — | $36K | 0.2% | |
| Great Gray Trust American Funds 2050 Fund " | Mutual Funds | — | — | $32K | 0.2% | |
| JP Morgan US Government Money Market Fund " | Cash / Money Market | — | — | $25K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund R6 " | Other securities | — | — | $8K | <0.1% | |
| Invesco Main Street Mid Cap Fund R6 " | Mutual Funds | — | — | $4K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / 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.
| COMMONWEALTH EQUITY SERVICES LLC DB |
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $36K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $63 | — |
