Thomas Kane signed Enterprise Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enterprise Associates, LLC's EIN is 26-1573584.
Download the official 2024 Form 5500 (PDF) for Enterprise Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enterprise Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 |
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 | |||||
|---|---|---|---|---|---|---|
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $3.8M | 14.7% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $2.3M | 8.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.2M | 8.6% | |
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $1.7M | 6.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.4M | 5.4% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $1.3M | 5.2% | |
| AMER CAP WORLD GRO & INC -R4 | Registered Investment Companies | — | — | $1.2M | 4.7% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| HARTFORD DIVIDEND & GROWTH -R4 | Registered Investment Companies | — | — | $1.1M | 4.2% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $997K | 3.9% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $911K | 3.6% | |
| INVESCO GLOBAL OPPS - A | Registered Investment Companies | — | — | $746K | 2.9% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $642K | 2.5% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $584K | 2.3% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $487K | 1.9% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $432K | 1.7% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $429K | 1.7% | |
| MFS MID CAP VAL R3 | Registered Investment Companies | — | — | $332K | 1.3% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $311K | 1.2% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $258K | 1.0% | |
| PGIM JENNISON MID-CAP GROWTH A | Registered Investment Companies | — | — | $205K | 0.8% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $178K | 0.7% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $165K | 0.6% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $77K | 0.3% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $67K | 0.3% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $6K | <0.1% | |
| T. ROWE PRICE RET 2005 - ADV | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $43K |
| — |
