Annmarie Briggs signed Envoy Global, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envoy Global, Inc.'s EIN is 36-4319710.
Download the official 2024 Form 5500 (PDF) for Envoy Global, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envoy Global, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| * Principal Life Insurance Company Fixed Income Guaranteed Option # | Guaranteed Income / GIC | — | — | $4.0M | 15.9% | |
| Fidelity Investments Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $3.5M | 13.9% | |
| JP Morgan Large Cap Growth Fund # | Other securities | — | — | $2.2M | 8.7% | |
| LARGE CAP VALUE II FUND GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.9M | 7.4% | |
| Vanguard Group Developing Mkts Index Adm Fund # | Mutual Funds | — | — | $1.5M | 5.8% | |
| Vanguard Group Emerging Mk Stk Index Amd Fund # | Mutual Funds | — | — | $1.2M | 4.9% | |
| New Perspective New Perspective Fund # | Other securities | — | — | $1.1M | 4.4% | |
| Capital World Bond Fund # | Other securities | — | — | $1.0M | 4.1% | |
| Blackrock High Yield Bond K Fund # | Mutual Funds | — | — | $952K | 3.8% | |
| PIMCO Income Institutional Fund # | Mutual Funds | — | — | $941K | 3.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund # | Common Collective Trusts | — | — | $820K | 3.2% | |
| Natixis Loomis Core Plus Bond Fund # | Other securities | — | — | $818K | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $781K | 3.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $679K | 2.7% | |
| Vanguard Group Mid Cap Val Index Adm Fund # | Mutual Funds | — | — | $647K | 2.6% | |
| Vanguard Group Mid Cap Growth Index Adm Fund # | Mutual Funds | — | — | $591K | 2.3% | |
| Vanguard Group Small Cap Val Index Adm Fund # | Mutual Funds | — | — | $588K | 2.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $519K | 2.0% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $400K | 1.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $268K | 1.1% | |
| maturing through November 2029 | Other securities | — | — | $229K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $141K | 0.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $116K | 0.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $111K | 0.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $79K | 0.3% | |
| Vanguard Group REIT Index Adm Fund # | Mutual Funds | — | — | $74K | 0.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $26K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $24K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $20K | — |
