Colleen Kroeten signed Maven Wave Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maven Wave Partners' EIN is 26-2998308.
Download the official 2024 Form 5500 (PDF) for Maven Wave Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maven Wave Partners' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $5.1M | 14.9% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $2.9M | 8.6% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $2.9M | 8.4% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $2.8M | 8.2% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $2.3M | 6.6% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $2.1M | 6.2% | |
| PIONEER FUND GRWTH FUND - A | Registered Investment Companies | — | — | $2.0M | 5.8% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $1.8M | 5.2% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.2M | 3.4% | |
| AM FNDS WASH MUTUAL INV - R3 | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $958K | 2.8% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $826K | 2.4% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $658K | 1.9% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $620K | 1.8% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $549K | 1.6% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $536K | 1.6% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $514K | 1.5% | |
| GOLDMAN EMERG MKT EQUITY A | Registered Investment Companies | — | — | $485K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $427K | 1.2% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $418K | 1.2% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $404K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $357K | 1.0% | |
| BLK REAL ESTATE SECUR - SVC | Registered Investment Companies | — | — | $356K | 1.0% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $302K | 0.9% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $228K | 0.7% | |
| PGIM HIGH YIELD FUND - R2 | Registered Investment Companies | — | — | $224K | 0.7% | |
| NATIONWIDE BOND INDEX - A | Registered Investment Companies | — | — | $204K | 0.6% | |
| GOLDMAN SACHS INFL PROT SEC A | Registered Investment Companies | — | — | $143K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $126K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $71K | 0.2% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $10K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | 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.
| $63K |
| — |
