LORI Meader signed Arvig Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arvig Enterprises, Inc.'s EIN is 41-1507358.
Download the official 2024 Form 5500 (PDF) for Arvig Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arvig Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $22K | — |
| STRATEGIC ADVISORS, INC. |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Premium Fund Registered Investment Company | Common Collective Trusts | — | — | $12.3M | 13.4% | |
| Fidelity Contrafund Fund Registered Investment Company | Mutual Funds | — | — | $9.3M | 10.1% | |
| Putnam Large Cap Value Trust IA Fund Collective Trust | Common Collective Trusts | — | — | $6.4M | 7.0% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.4M | 7.0% | |
| TRP RET BLEND 2050 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $5.3M | 5.8% | |
| TRP RET BLEND 2030 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $5.2M | 5.6% | |
| TRP RET BLEND 2045 H T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $5.2M | 5.6% | |
| TRP RET BLEND 2035 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $5.0M | 5.5% | |
| TRP RET BLEND 2040 H T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.7M | 5.1% | |
| American Century Small Cap Value Fund Registered Investment Company | Common Stocks | — | — | $4.4M | 4.7% | |
| TRP RET BLEND 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $3.9M | 4.3% | |
| TRP RET BLEND 2055 H T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| Fidelity Brokerage Link Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.6M | 3.9% | |
| Prudential Total Return Bond Fund Registered Investment Company | Common Stocks | — | — | $2.8M | 3.0% | |
| T. Rowe Price Overseas Stock Fund Registered Investment Company | Common Stocks | — | — | $2.4M | 2.6% | |
| TRP RET BLEND 2060 H T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.5% | |
| JP Morgan Mid Cap Value Fund Registered Investment Company | Common Stocks | — | — | $2.0M | 2.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.9% | |
| Fidelity Extended Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 1.9% | |
| Participants' Loans Various maturities through October 2034 | Participant loans | — | — | $1.7M | 1.8% | |
| Fidelity International Index Fun Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.7% | |
| TRP RET BLEND 2005 H T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| DFA Emerging Markets Core Equity Fund Registered Investment Company | Mutual Funds | — | — | $938K | 1.0% | |
| Cohen & Steers Real Estate Securities Fund Registered Investment Company | Common Stocks | — | — | $701K | 0.8% | |
| Fidelity U.S. Bond Indeed Fund Registered Investment Company | Mutual Funds | — | — | $495K | 0.5% | |
| SMALL CAP GROWTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $478K | 0.5% | |
| TRP RET BLEND 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $463K | 0.5% | |
| Legg Mason BW Global Opportunities Bond Fund Registered Investment Company | Common Stocks | — | — | $208K | 0.2% | |
| Fidelity Government Money Market Fund Registered Investment Company | Mutual Funds | — | — | $25K | <0.1% | |
| TRP RET BLEND 2020 H T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| TRP RET BLEND 2010 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| TRP RET BLEND 2015 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
