Katie Milian signed Everway, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everway, LLC's EIN is 26-2606260.
Download the official 2024 Form 5500 (PDF) for Everway, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everway, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FREEDOM INDEX 2050 PREMIER | Mutual Funds | — | — | $2.7M | 19.8% | |
| Fidelity FREEDOM INDEX 2045 PREMIER | Mutual Funds | — | — | $1.8M | 13.0% | |
| American Funds BOND FUND OF AMER R6 | Mutual Funds | — | — | $1.7M | 12.0% | |
| Fidelity FREEDOM INDEX 2055 PREMIER | Mutual Funds | — | — | $1.4M | 10.2% | |
| Fidelity FREEDOM INDEX 2035 PREMIER ** 105 Fidelity FREEDOM INDEX 2040 PREMIER | Mutual Funds | — | — | $1.2M | 8.4% | |
| Fidelity FREEDOM INDEX INCOME PREMIER ** 12 Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $788K | 5.7% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $742K | 5.4% | |
| Fidelity FREEDOM INDEX 2060 PREMIER | Mutual Funds | — | — | $732K | 5.3% | |
| Common Collective Trusts Alliance Bernstein AB MULTI MR RET TRT 2020 FD W SR FE CL K ** 2 Registered Investment Companies Alliance Bernstein AB LARGE CAP GROWTH K | Common Collective Trusts | — | — | $513K | 3.7% | |
| Guaranteed Income Fund * Empower Annuity Insurance Company of America | Common Stocks | — | — | $383K | 2.8% | |
| JP Morgan U.S. VALUE R6 | Other securities | — | — | $376K | 2.7% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $216K | 1.6% | |
| Fidelity FREEDOM INDEX 2065 PREMIER | Mutual Funds | — | — | $196K | 1.4% | |
| Fidelity ADVISOR SMALL CAP VALUE Z | Mutual Funds | — | — | $183K | 1.3% | |
| American Century SMALL CAP GROWTH R6 | Other securities | — | — | $132K | 1.0% | |
| JP Morgan MIDCAP GROWTH R6 | Other securities | — | — | $91K | 0.7% | |
| Clearbridge INTERNATIONAL GROWTH IS | Other securities | — | — | $32K | 0.2% | |
| American Funds AMERICAN BALANCED r6 | Mutual Funds | — | — | $31K | 0.2% | |
| PGIM US REAL ESTATE R6 | Other securities | — | — | $27K | 0.2% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity FREEDOM INDEX 2030 PREMIER | Mutual Funds | — | — | $20K | 0.1% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $19K | 0.1% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity FREEDOM INDEX 2015 PREMIER ** 13 Fidelity FREEDOM INDEX 2020 PREMIER ** 4 Fidelity FREEDOM INDEX 2025 PREMIER | Mutual Funds | — | — | $8K | <0.1% | |
| BlackRock EMERGING MKTS K | Other securities | — | — | $7K | <0.1% | |
| AB MULTI MR RET TRT 2020 FD W SR FE GREAT GRAY · EIN 38-4116845 / PN 540 | Common Collective Trust | — | — | $2 | <0.1% | |
| AB MULTI MR RET TRT 2050 FD W SR FE GREAT GRAY · EIN 38-4116851 / PN 546 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2025 FD W SR FE GREAT GRAY · EIN 38-4116846 / PN 541 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2060 FD W SR FE GREAT GRAY · EIN 38-4116853 / PN 548 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2045 FD W SR FE GREAT GRAY · EIN 38-4116850 / PN 545 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2055 FD W SR FE GREAT GRAY · EIN 38-4116852 / PN 547 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2040 FD W SR FE GREAT GRAY · EIN 38-4116849 / PN 544 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET ALOC TRT FD W SR FE GREAT GRAY · EIN 38-4116843 / PN 538 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2015 FD W SR FE GREAT GRAY · EIN 38-4116844 / PN 539 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2030 FD W SR FE GREAT GRAY · EIN 38-4116847 / PN 542 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB MULTI MR RET TRT 2035 FD W SR FE GREAT GRAY · EIN 38-4116848 / PN 543 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | — | CLEVELAND, OH | AUDITOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | OTHER | $8K | — |
