Bonnie Cothran signed Adkev, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adkev, Inc.'s EIN is 35-1807005.
Download the official 2023 Form 5500 (PDF) for Adkev, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Adkev, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP TRUST FINANCIAL ADVISOR | 26-0058143 | — | INVESTMENT ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.7M | 53.5% | |
| [Assets held in common collective trust] | Other | — | — | $12.3M | 44.7% | |
| TRANSAMERICA RET SOLUTIONS CORP TRANSAMERICA RET SOLUTIONS CT · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $9.5M | 34.5% | |
| REL/METLIFE STABLE 25053 CLASS METLIFE · EIN 45-5525485 / PN 001 | Common Collective Trust | — | — | $2.8M | 10.2% | |
| [Assets held in participant loans] | Other | — | — | $505K | 1.8% |
