Yolanda SLAN signed Televerde, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Televerde, LLC.'s EIN is 27-4119747.
Download the official 2024 Form 5500 (PDF) for Televerde, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Televerde, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $18K | — |
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 Price Retire 2035 Mutual Fund N/A | Other securities | — | — | $995K | 15.1% | |
| T. Rowe Price Retire 2040 Mutual Fund N/A | Other securities | — | — | $971K | 14.7% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $745K | 11.3% | |
| T. Rowe Price Retire 2030 Mutual Fund N/A | Other securities | — | — | $655K | 9.9% | |
| T. Rowe Price Retire 2050 Mutual Fund N/A | Other securities | — | — | $646K | 9.8% | |
| T. Rowe Price Retire 2045 Mutual Fund N/A | Other securities | — | — | $493K | 7.5% | |
| T. Rowe Price Retire 2055 Mutual Fund N/A | Other securities | — | — | $391K | 5.9% | |
| Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $308K | 4.7% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $297K | 4.5% | |
| T. Rowe Price Retire 2025 Mutual Fund N/A | Other securities | — | — | $249K | 3.8% | |
| DFA Emerging Market Core EQ Mutual Fund N/A | Mutual Funds | — | — | $226K | 3.4% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $139K | 2.1% | |
| Maturing 2025 - 2029 at * Notes receivable from participants interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $131K | 2.0% | |
| T. Rowe Price Retire 2020 Mutual Fund N/A | Other securities | — | — | $119K | 1.8% | |
| T. Rowe Price Retire 2060 Mutual Fund N/A | Other securities | — | — | $112K | 1.7% | |
| Vanguard VMMR-FED Mmkt Money Market Mutual Fund N/A | Mutual Funds | — | — | $56K | 0.8% | |
| Dodge And Cox Income Mutual Fund N/A | Mutual Funds | — | — | $36K | 0.5% | |
| T. Rowe Price Retire 2005 Mutual Fund N/A 501 T. Rowe Price Retire 2010 Mutual Fund N/A | Other securities | — | — | $16K | 0.2% | |
| Fidelity US Bond Mutual Fund N/A | Mutual Funds | — | — | $7K | 0.1% | |
| T. Rowe Price Retire 2065 Mutual Fund N/A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
