ERIN Sanders signed Evergreen Retirement Community, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evergreen Retirement Community, Inc.'s EIN is 39-1081800.
Download the official 2024 Form 5500 (PDF) for Evergreen Retirement Community, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evergreen Retirement Community, Inc.'s plan includes a 403(b) annuity, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Templeton Global Bond R6 Fund ** 262 Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 11.4% | |
| Great West Life and Annuity Insurance Company Group annuity contract #MR 62248-1 | Common Stocks | — | — | $1.4M | 11.4% | |
| Mass Mutual Sel TRP/LS Blue Chip Growth | Other securities | — | — | $1.3M | 11.0% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $1.2M | 9.5% | |
| Mass Mutual MSCI EAFE Int'l Index Fund | Common Collective Trusts | — | — | $929K | 7.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $768K | 6.3% | |
| Blackrock Total Return Fund | Other securities | — | — | $649K | 5.3% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $633K | 5.2% | |
| Victory Sycamore Estab Val Fund | Other securities | — | — | $584K | 4.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $551K | 4.5% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $510K | 4.2% | |
| Lincoln National Life Insurance Company Group annuity contract | Common Stocks | — | — | $234K | 1.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $188K | 1.5% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $156K | 1.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $151K | 1.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $148K | 1.2% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $141K | 1.2% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $129K | 1.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $116K | 1.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $71K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $70K | 0.6% | |
| Interest rates range from 4.5% to 9.5% -0- | Bonds / Notes | — | — | $64K | 0.5% | |
| American Century Small Cap Growth | Other securities | — | — | $64K | 0.5% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $52K | 0.4% | |
| Macquarie Mid Cap Value Fund | Other securities | — | — | $48K | 0.4% | |
| Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $41K | 0.3% | |
| DWS RREEF Real Est Secs Fd | Other securities | — | — | $30K | 0.2% | |
| American Funds Growth Fund | Mutual Funds | — | — | $30K | 0.2% | |
| DFA Infl-Prot Securities Fund ** 491 DFA U.S. Target Value Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Empower Forfeitures Account | Other securities | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $12K | <0.1% | |
| PIMCO High Yield Fund ** 25 SSGA S&P 500 Index | Common Collective Trusts | — | — | $12K | <0.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $12K | <0.1% | |
| T. Rowe Price Structured Mid-Cap Growth | Other securities | — | — | $10K | <0.1% | |
| Fidelity VIP Contrafund | Mutual Funds | — | — | $8K | <0.1% | |
| Blended Large Cap Growth Managed Volitility | Other securities | — | — | $7K | <0.1% | |
| American Funds Growth Income | Mutual Funds | — | — | $7K | <0.1% | |
| Macquarie U.S. REIT Fund | Common Stocks | — | — | $5K | <0.1% | |
| SSGA Small Cap Index | Other securities | — | — | $4K | <0.1% | |
| Fidelity VIP Growth | Mutual Funds | — | — | $4K | <0.1% | |
| Blackrock Global Real Estate | Other securities | — | — | $3K | <0.1% | |
| Mondrian International Value | Other securities | — | — | $3K | <0.1% | |
| Macquarie Small Cap Value ** 23 Macquarie Social Awareness | Other securities | — | — | $3K | <0.1% | |
| Franklin Templeton Global Bond Fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds International | Mutual Funds | — | — | $2K | <0.1% | |
| Macquarie High Yield Fund | Other securities | — | — | $2K | <0.1% | |
| AllianceBerstein Global Thematic Growth | Mutual Funds | — | — | $1K | <0.1% | |
| Macquarie Diversified Income | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| MAP RETIREMENT, INC. | 39-1884254 | APPLETON, WI | CONTRACT ADMIN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUANDT BERNDT AND COMPANY LLC | — | BROOKFIELD, WI | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FSC SECURITIES | 58-1288674 | — | OTHER | $7K | — |
