Shawn ORAM signed EVIG, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EVIG, LLC's EIN is 27-1011855.
Download the official 2024 Form 5500 (PDF) for EVIG, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EVIG, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | — | ST GEORGE, UT | INVESTMENT MGMT | $124 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PR RET BLEND SELCT TRST 2060 GREAT GRAY TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $838K | 25.9% | |
| T ROWE PR RET BLEND SELCT TRST 2055 GREAT GRAY TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $460K | 14.2% | |
| T ROWE PR RET BLEND SELCT TRST 2045 GREAT GRAY TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $343K | 10.6% | |
| T ROWE PR RET BLEND SELCT TRST 2040 GREAT GRAY TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $265K | 8.2% | |
| Empower Trust Company Fidelity 500 index | Common Collective Trusts | — | — | $239K | 7.4% | |
| T ROWE PR RET BLEND SELCT TRST 2050 GREAT GRAY TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $172K | 5.3% | |
| T ROWE PR RET BLEND SELCT TRST 2065 GREAT GRAY TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | $113K | $112K | 3.5% | |
| Empower Trust Company T. Rowe Price Retirement Blend 2065 Trust C | Common Stocks | — | — | $112K | 3.5% | |
| T ROWE PR RET BLEND SELCT TRST 2030 GREAT GRAY TRUST · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $107K | 3.3% | |
| Empower Trust Company T. Rowe Price Blue Chip Growth I | Common Stocks | — | — | $101K | 3.1% | |
| Empower Trust Company Fidelity Global ex US Index | Mutual Funds | — | — | $79K | 2.5% | |
| T ROWE PR RET BLEND SELCT TRST 2020 GREAT GRAY TRUST · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $72K | 2.2% | |
| T ROWE PR RET BLEND SELCT TRST 2025 GREAT GRAY TRUST · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $62K | 1.9% | |
| Empower Trust Company Fidelity Emerging Markets | Mutual Funds | — | — | $59K | 1.8% | |
| T ROWE PR RET BLEND SELCT TRST 2035 GREAT GRAY TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $56K | 1.7% | |
| Empower Trust Company, LLC T Rowe Price Ret Blend Selct Trst 2035 1 | Mutual Funds | — | $56K | $56K | 1.7% | |
| Empower Trust Company Fidelity Mid Cap Index | Mutual Funds | — | $48K | $48K | 1.5% | |
| Empower Trust Company DFA Real Estate Securities I | Mutual Funds | — | — | $38K | 1.2% | |
| Empower Trust Company Janus Henderson Triton N | Mutual Funds | — | — | $34K | 1.1% | |
| Empower Trust Company, LLC Forfeitures | Common Stocks | — | $26K | $26K | 0.8% | |
| Registered Investment Companies * Empower Trust Company American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $25K | 0.8% | |
| Empower Trust Company Fidelity US Bond Index | Mutual Funds | — | $24K | $23K | 0.7% | |
| Empower Trust Company Fidelity Small Cap Index | Mutual Funds | — | — | $16K | 0.5% | |
| Empower Trust Company JP Morgan Mid Cap Value R6 | Common Stocks | — | — | $15K | 0.5% | |
| Empower Trust Company Fidelity Small Cap Value Index | Mutual Funds | — | — | $11K | 0.3% | |
| Empower Trust Company Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $10K | 0.3% | |
| Empower Trust Company JP Morgan Core Plus Bond R6 | Common Stocks | — | — | $8K | 0.3% | |
| interest Identity of issuer Description of investment Cost value Guaranteed Income Funds * Empower Trust Company Empower Fixed Account - Series Class 1 | Common Stocks | — | — | $7K | 0.2% | |
| T ROWE PR RET BLEND SELCT TRST 2015 GREAT GRAY TRUST · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $5K | 0.1% | |
| Empower Trust Company T. Rowe Price New Horizons I | Common Stocks | — | — | $3K | <0.1% | |
| T ROWE PR RET BLEND SELCT TRST 2010 GREAT GRAY TRUST · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $92 | <0.1% | |
| T ROWE PR RET BLEND SELCT TRST 2005 GREAT GRAY TRUST · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $92 | <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 |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS | — | GREENWOOD VILLAGE, UT | INVESTMENT ADVISORS | $4K | — |
