DENA Andre signed Advicent Solutions, LP's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advicent Solutions, LP's EIN is 45-3744503.
Download the official 2022 Form 5500 (PDF) for Advicent Solutions, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Advicent Solutions, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $13K | — |
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.
| % of plan | |||
|---|---|---|---|
| GREAT-WEST LIFE 2025 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 012 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2055 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 015 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2030 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 009 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2015 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 011 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2040 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 050 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2060 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 052 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2035 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 013 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2045 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 014 | Common Collective Trust | $0 | — |
| GREAT-WEST LIFE 2050 TRUST GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-1455663 / PN 051 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $4K | — |
