Everyaction, Inc.'s EIN is 52-2013900.
Download the official 2022 Form 5500 (PDF) for Everyaction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Everyaction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $38K | — |
| ASCENSUS LLC | 11-3665754 | — | AFCA ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA, INC. |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| — |
| LAVISTA, NE |
| INVESTMENT ADVISORY |
| $26K |
| — |
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISORY | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOURCE ONE BUSINESS SERVICES | — | ELLICOTT CITY, MD | THIRD PARTY FEE | $12K | — |
