Thilanka Walgama signed Everiz Management, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everiz Management, LLC's EIN is 46-5147125.
Download the official 2022 Form 5500 (PDF) for Everiz Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Everiz Management, 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 | $7K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $407K | 11.5% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $380K | 10.7% | |
| AB GROWTH R 910 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $362K | 10.2% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $354K | 10.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $198K | 5.6% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $193K | 5.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $145K | 4.1% | |
| ALLSPRING SPECIAL MC VAL R 524 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $143K | 4.0% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $102K | 2.9% | |
| WESTERN ASSET CORE BOND R | Registered Investment Companies | — | — | $102K | 2.9% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $97K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $92K | 2.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $89K | 2.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $88K | 2.5% | |
| PIONEERBONDFUND-R | Registered Investment Companies | — | — | $88K | 2.5% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $83K | 2.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $79K | 2.2% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $75K | 2.1% | |
| LORD ABBETT HIGH YIELD FD -R3 | Registered Investment Companies | — | — | $70K | 2.0% | |
| HARTFORD CORE EQUITY R3 | Registered Investment Companies | — | — | $69K | 2.0% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $68K | 1.9% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $40K | 1.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $29K | 0.8% | |
| BLACKROCK MID CAP GR EQUITY-R | Registered Investment Companies | — | — | $28K | 0.8% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $25K | 0.7% | |
| HARTFORD INTL GROWTH - R3 | Registered Investment Companies | — | — | $15K | 0.4% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $10K | 0.3% | |
| DELAWARE SMALL CAP VALUE - R | Registered Investment Companies | — | — | $10K | 0.3% | |
| MFS TOTAL RETURN FUND - R2 | Registered Investment Companies | — | — | $9K | 0.3% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
