Margaret Wadlington signed Enovapremier, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enovapremier, LLC's EIN is 26-0488231.
Download the official 2024 Form 5500 (PDF) for Enovapremier, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enovapremier, LLC's plan includes 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 49,426 units | Mutual Funds | — | $49K | $1.9M | 12.4% | |
| Vanguard Target Retirement 2040 Fund 35,932 units | Mutual Funds | — | $36K | $1.6M | 10.3% | |
| Vanguard Growth Index Fund 6,660 units | Common Collective Trusts | — | $7K | $1.4M | 9.3% | |
| Vanguard 500 Index Fund 2,248 units | Common Collective Trusts | — | $2K | $1.2M | 8.1% | |
| Vanguard Target Retirement 2035 Fund 48,592 units | Mutual Funds | — | $49K | $1.2M | 7.7% | |
| Vanguard Target Retirement 2045 Fund 38,927 units | Mutual Funds | — | $39K | $1.2M | 7.6% | |
| Vanguard Target Retirement 2050 Fund 21,782 units | Mutual Funds | — | $22K | $1.1M | 7.2% | |
| Vanguard Federal Money Market Fund 900,949 units | Mutual Funds | — | $901K | $901K | 6.0% | |
| Vanguard Target Retirement 2055 Fund 13,015 units | Mutual Funds | — | $13K | $724K | 4.8% | |
| Vanguard Target Retirement 2060 Fund 11,460 units | Mutual Funds | — | $11K | $587K | 3.9% | |
| Vanguard Small Cap Index Fund 3,953 units | Common Collective Trusts | — | $4K | $455K | 3.0% | |
| Vanguard Target Retirement 2025 Fund 24,260 units | Mutual Funds | — | $24K | $453K | 3.0% | |
| Vanguard Balanced Index Fund 8,696 units | Common Collective Trusts | — | $9K | $422K | 2.8% | |
| Vanguard Target Retirement Income Fund 28,439 units | Mutual Funds | — | $28K | $373K | 2.5% | |
| Vanguard Developing Markets Index Fund 21,086 units | Common Collective Trusts | — | $21K | $324K | 2.1% | |
| PIMCO Income Institutional Fund 29,593 units | Mutual Funds | — | $30K | $311K | 2.1% | |
| Vanguard Mid Cap Index Fund 772,334 units | Common Collective Trusts | — | $772K | $252K | 1.7% | |
| DFA US Large Cap Value Fund 4,161 units | Mutual Funds | — | $4K | $205K | 1.4% | |
| DFA Investment Grade Portfolio Fund 17,423 units | Mutual Funds | — | $17K | $172K | 1.1% | |
| Dodge & Cox Income Fund 11,189 units | Mutual Funds | — | $11K | $139K | 0.9% | |
| DFA US Small Cap Value Fund 2,735 units | Mutual Funds | — | $3K | $133K | 0.9% | |
| Vanguard Target Retirement 2020 Fund 3,529 units | Mutual Funds | — | $4K | $93K | 0.6% | |
| DFA Emerging Markets Core Equity Fund 2,417 units | Mutual Funds | — | $2K | $56K | 0.4% | |
| DFA International Small Cap Value Fund 2,403 units | Mutual Funds | — | $2K | $53K | 0.3% | |
| Vanguard Total Bond Market Fund 1,443 units | Mutual Funds | — | $1K | $14K | <0.1% | |
| Vanguard Real Estate Index Fund 34,094 units | Common Collective Trusts | — | $34K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
