Aimee Davis signed Anavation LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anavation LLC's EIN is 46-0648253.
Download the official 2024 Form 5500 (PDF) for Anavation LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anavation 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3.5M | 13.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | Mutual Funds | — | — | $3.4M | 12.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | Mutual Funds | — | — | $3.0M | 11.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund NR | Mutual Funds | — | — | $2.7M | 10.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund NR | Mutual Funds | — | — | $2.3M | 8.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund NR | Mutual Funds | — | — | $1.7M | 6.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund NR | Mutual Funds | — | — | $1.5M | 5.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | Mutual Funds | — | — | $1.3M | 5.1% | |
| Vanguard Extended Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.1M | 4.0% | |
| Vanguard Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $967K | 3.7% | |
| Vanguard Dividend Growth Fund Mutual Fund NR | Mutual Funds | — | — | $913K | 3.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $723K | 2.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | Mutual Funds | — | — | $648K | 2.5% | |
| Janus Henderson Global Technology & Innovation Fund Mutual Fund NR | Mutual Funds | — | — | $470K | 1.8% | |
| JPMorgan Core Plus Bond Fund Mutual Fund NR | Other securities | — | — | $304K | 1.2% | |
| Various, bearing interest * Participant loans from 4.25% - 9.50% - | Bonds / Notes | — | — | $248K | 0.9% | |
| JPMorgan Equity Income Fund Mutual Fund NR | Other securities | — | — | $200K | 0.8% | |
| DFA International Core Equity 2 Portfolio Mutual Fund NR | Mutual Funds | — | — | $167K | 0.6% | |
| Vanguard International Value Fund Mutual Fund NR | Mutual Funds | — | — | $163K | 0.6% | |
| Fidelity Advisor Total Bond Fund Mutual Fund NR | Mutual Funds | — | — | $157K | 0.6% | |
| Vanguard Target Retirement Income Fund Mutual Fund NR | Mutual Funds | — | — | $144K | 0.5% | |
| John Hancock Disciplined Value Fund Mutual Fund NR | Other securities | — | — | $131K | 0.5% | |
| MFS International Intrinsic Value Fund Mutual Fund NR | Mutual Funds | — | — | $115K | 0.4% | |
| DFA Emerging Markets Core Equity 2 Portfolio Mutual Fund NR | Mutual Funds | — | — | $111K | 0.4% | |
| Fidelity Real Estate Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $99K | 0.4% | |
| MFS Utilities Fund Mutual Fund NR | Mutual Funds | — | — | $77K | 0.3% | |
| DFA US Core Equity 1 Portfolio Mutual Fund NR | Mutual Funds | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund NR | Mutual Funds | — | — | $42K | 0.2% | |
| DFA US Core Equity 2 Portfolio Mutual Fund NR | Mutual Funds | — | — | $32K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund NR | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund NR | Mutual Funds | — | — | $12K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
