Susana Rodriguez signed Enavate Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enavate Holdings, LLC's EIN is 46-4092883.
Download the official 2024 Form 5500 (PDF) for Enavate Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enavate Holdings, 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 |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlkRck LifePath Ind 2040 Fd K | Other securities | — | — | $2.1M | 17.4% | |
| BlkRck LifePath Ind 2030 Fd K | Other securities | — | — | $2.0M | 16.3% | |
| BlkRck LifePath Ind Ret Fd K | Other securities | — | — | $1.5M | 12.1% | |
| BlkRck LifePath Ind 2035 Fd K | Other securities | — | — | $1.0M | 8.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $928K | 7.6% | |
| Vangrd Balanced Index Fnd Adm | Other securities | — | — | $740K | 6.1% | |
| Vangrd Tot St Mkt Indx Fd Adm | Other securities | — | — | $589K | 4.8% | |
| BlkRck LifePath Ind 2045 Fd K | Other securities | — | — | $572K | 4.7% | |
| Vangrd Federal Mny Mkt Fd Inv | Other securities | — | — | $510K | 4.2% | |
| BlkRck LifePath Ind 2050 Fd K | Other securities | — | — | $402K | 3.3% | |
| BlkRck LifePath Ind 2065 Fd K | Other securities | — | — | $324K | 2.7% | |
| Vangrd Ext Mkt Index Fnd Adm | Other securities | — | — | $235K | 1.9% | |
| BlkRck LifePath Ind 2055 Fd K | Other securities | — | — | $225K | 1.9% | |
| Vangrd Dev Mkts Index Fd Adm | Other securities | — | — | $221K | 1.8% | |
| Vangrd Tot Int Stk In F Adm | Other securities | — | — | $145K | 1.2% | |
| Vangrd Em Mkts Stk Ind Fd Adm | Other securities | — | — | $116K | 1.0% | |
| Vangrd Int-Trm Bd Indx Fd Adm | Other securities | — | — | $114K | 0.9% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $106K | 0.9% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $106K | 0.9% | |
| Vangrd St-Trm Bd Indx Fnd Adm | Other securities | — | — | $92K | 0.8% | |
| Vanguard Comm Strategy Fd Adm | Mutual Funds | — | — | $48K | 0.4% | |
| Vangrd FTSE AWd exUS SC In Adm | Other securities | — | — | $44K | 0.4% | |
| Vangrd Tot Bd Mkt Ind Fd Adm | Other securities | — | — | $33K | 0.3% | |
| Vangrd High-Yd Corp Fnd Adm | Common Stocks | — | — | $31K | 0.3% | |
| Vngrd Ttl Wld Stk Indx Fd Adm | Other securities | — | — | $26K | 0.2% | |
| DFA Global Real Est Sec Pt Ins | Mutual Funds | — | — | $24K | 0.2% | |
| BlkRck LifePath Ind 2060 Fd K | Other securities | — | — | $21K | 0.2% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $9K | <0.1% | |
| Vangrd Tot Int Bnd In F Adm | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
