Amanda Heidbrick signed Envoy Solutions, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envoy Solutions, LLC's EIN is 36-4369474.
Download the official 2022 Form 5500 (PDF) for Envoy Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Envoy Solutions, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $42K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | $9.5M | $9.5M | 30.3% | |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | $2.8M | $2.8M | 9.0% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | $1.8M | $1.8M | 5.7% | |
| AM CENT OC 2025 R6 | Other securities | — | $1.5M | $1.2M | 4.0% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $1.2M | $1.2M | 3.9% | |
| JPM MID CAP GRTH R6 | Other securities | — | $1.1M | $1.0M | 3.3% | |
| FID 500 INDEX | Common Collective Trusts | — | $986K | $1.0M | 3.3% | |
| AM CENT OC 2030 R6 | Other securities | — | $1.2M | $1.0M | 3.2% | |
| AM CENT OC 2050 R6 | Other securities | — | $1.2M | $975K | 3.1% | |
| VANG EQUITY INC ADM | Common Stocks | — | $929K | $955K | 3.0% | |
| FID GOVT MMKT | Mutual Funds | — | $951K | $951K | 3.0% | |
| VANG INFO TEC IDX AD | Common Collective Trusts | — | $1.2M | $948K | 3.0% | |
| AM CENT OC 2035 R6 | Other securities | — | $961K | $760K | 2.4% | |
| AM CENT OC IN RTM R6 | Other securities | — | $811K | $671K | 2.1% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $660K | $648K | 2.1% | |
| AM CENT OC 2040 R6 | Other securities | — | $714K | $631K | 2.0% | |
| AM CENT OC 2045 R6 | Other securities | — | $753K | $592K | 1.9% | |
| AB SM CAP GRTH Z | Other securities | — | $942K | $560K | 1.8% | |
| MSIF INTL ADV PTF I | Other securities | — | $708K | $559K | 1.8% | |
| TRP HEALTH SCIENCES | Other securities | — | $503K | $495K | 1.6% | |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | $477K | $476K | 1.5% | |
| AM CENT OC 2055 R6 | Other securities | — | $554K | $474K | 1.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $352K | 1.1% | |
| VANG ST INV GR ADM | Other securities | — | $360K | $336K | 1.1% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | $276K | $275K | 0.9% | |
| JPM SM CAP VALUE R6 | Other securities | — | $317K | $242K | 0.8% | |
| FID MID CAP IDX | Common Collective Trusts | — | $211K | $211K | 0.7% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $172K | $167K | 0.5% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $127K | $140K | 0.4% | |
| VANG LT INV GR ADM | Other securities | — | $159K | $118K | 0.4% | |
| AM CENT OC 2060 R6 | Other securities | — | $104K | $94K | 0.3% | |
| J H GLB EQ INC N | Common Stocks | — | $74K | $71K | 0.2% | |
| C&S REAL ESTATE Z | Other securities | — | $46K | $47K | 0.1% | |
| FIT AGGRESSIVE C COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT GROWTH C COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT BALANCED C COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT MOD CONSRV C COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT CONSERVATIVE C COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | 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.
