Lindsay Putnam signed Everfox Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everfox Holdings LLC's EIN is 47-5289064.
Download the official 2024 Form 5500 (PDF) for Everfox Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everfox 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $87K | — |
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 Fund Registered investment companies | Common Collective Trusts | — | — | $19.6M | 16.0% | |
| JPMorgan SmartRetirement 2040 Fund Registered investment companies | Other securities | — | — | $17.5M | 14.3% | |
| JPMorgan SmartRetirement 2045 Fund Registered investment companies | Other securities | — | — | $11.8M | 9.6% | |
| JPMorgan SmartRetirement 2035 Fund Registered investment companies | Other securities | — | — | $11.8M | 9.6% | |
| JPMorgan SmartRetirement 2030 Fund Registered investment companies | Other securities | — | — | $9.2M | 7.5% | |
| JPMorgan SmartRetirement 2025 Fund Registered investment companies | Other securities | — | — | $6.5M | 5.3% | |
| MFS Growth Fund Registered investment companies | Mutual Funds | — | — | $6.3M | 5.1% | |
| JPMorgan SmartRetirement 2050 Fund Registered investment companies | Other securities | — | — | $6.2M | 5.1% | |
| JPMorgan SmartRetirement 2055 Fund Registered investment companies | Other securities | — | — | $5.0M | 4.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.3M | 2.7% | |
| JPMorgan SmartRetirement 2060 Fund Registered investment companies | Other securities | — | — | $3.1M | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.7M | 2.2% | |
| New Perspective Fund Registered investment companies | Other securities | — | — | $2.3M | 1.9% | |
| Janus Henderson Enterprise Fund Registered investment companies | Mutual Funds | — | — | $2.2M | 1.8% | |
| Fidelity International Index Fund Registered investment companies | Common Collective Trusts | — | — | $1.8M | 1.5% | |
| Fidelity US Bond Index Registered investment companies | Mutual Funds | — | — | $1.7M | 1.3% | |
| maturing through March 2052 - | Other securities | — | — | $1.6M | 1.3% | |
| JPMorgan Equity Income Fund Registered investment companies | Other securities | — | — | $1.5M | 1.2% | |
| Principal Stable Value Z Fund Collective trust | Stable Value | — | — | $1.4M | 1.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| Janus Henderson Triton Fund Registered investment companies | Mutual Funds | — | — | $1.1M | 0.9% | |
| Victory Sycamore Established Value Fund Registered investment companies | Other securities | — | — | $893K | 0.7% | |
| PIMCO Income Fund Registered investment companies | Mutual Funds | — | — | $809K | 0.7% | |
| JPMorgan Small Cap Value Fund Registered investment companies | Other securities | — | — | $800K | 0.7% | |
| JPMorgan SmartRetirement Income Fund Registered investment companies | Other securities | — | — | $795K | 0.6% | |
| JPMorgan SmartRetirement 2020 Fund Registered investment companies | Other securities | — | — | $779K | 0.6% | |
| EuroPacific Growth Fund Registered investment companies | Other securities | — | — | $764K | 0.6% | |
| Vanguard Group - Vanguard Federal Money Registered investment companies | Mutual Funds | — | — | $733K | 0.6% | |
| JPMorgan SmartRetirement 2065 Fund Registered investment companies | Other securities | — | — | $709K | 0.6% | |
| PGIM Total Return Bond Fund Registered investment companies | Other securities | — | — | $664K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
