Stacey Lybrand signed Ecovative, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ecovative, LLC's EIN is 33-3709502.
Download the official 2024 Form 5500 (PDF) for Ecovative, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ecovative, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2055 Index Fund Mutual Fund | Common Collective Trusts | — | — | $842K | 18.5% | |
| Schwab Target 2050 Index Fund Mutual Fund | Common Collective Trusts | — | — | $629K | 13.8% | |
| Schwab Target 2060 Index Fund Mutual Fund | Common Collective Trusts | — | — | $563K | 12.3% | |
| Schwab S&P 500 Index Fund – Select Shares Mutual Fund | Common Collective Trusts | — | — | $339K | 7.4% | |
| Schwab Target 2045 Index Fund Mutual Fund | Common Collective Trusts | — | — | $312K | 6.8% | |
| Schwab Target 2035 Index Fund Mutual Fund | Common Collective Trusts | — | — | $239K | 5.2% | |
| Schwab Target 2030 Index Fund Mutual Fund | Common Collective Trusts | — | — | $229K | 5.0% | |
| Schwab Target 2040 Index Fund Mutual Fund | Common Collective Trusts | — | — | $199K | 4.4% | |
| Schwab 1000 Index Fund Mutual Fund | Common Collective Trusts | — | — | $149K | 3.3% | |
| Schwab U.S. Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $147K | 3.2% | |
| Schwab International Index Fund Mutual Fund | Common Collective Trusts | — | — | $107K | 2.4% | |
| Charles Schwab & Co. Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $104K | 2.3% | |
| Schwab Target 2025 Index Fund Mutual Fund | Common Collective Trusts | — | — | $101K | 2.2% | |
| Notes receivable from participants (2) 5.25%-10.50% | Bonds / Notes | — | — | $83K | 1.8% | |
| Schwab Fundamental U.S. Large Company Index Mutual Fund | Mutual Funds | — | — | $79K | 1.7% | |
| Schwab Fundamental U.S. Small Company Index Mutual Fund | Mutual Funds | — | — | $61K | 1.3% | |
| Schwab U.S. Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $59K | 1.3% | |
| Schwab U.S. Aggregate Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $58K | 1.3% | |
| Schwab Fundamental Emerging Markets Equity Index Mutual Fund | Common Collective Trusts | — | — | $53K | 1.2% | |
| Schwab Small-Cap Index Select Fund Mutual Fund | Mutual Funds | — | — | $50K | 1.1% | |
| Schwab Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $49K | 1.1% | |
| Schwab Fundamental International Equity Index Fund Mutual Fund | Common Collective Trusts | — | — | $42K | 0.9% | |
| Schwab Treasury Inflation Protected Securities Index Fund Mutual Fund | U.S. Treasuries | — | — | $36K | 0.8% | |
| Schwab U.S. Large Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| Schwab Fundamental International Small Company Equity Index Mutual Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| Schwab Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.