Whitney Dahms signed Evans Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evans Incorporated's EIN is 54-1698056.
Download the official 2024 Form 5500 (PDF) for Evans Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evans Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR/BROKER | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | $5.4M | $6.6M | 38.6% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | $2.2M | $2.4M | 14.2% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | $1.5M | $1.9M | 11.0% | |
| FID 500 INDEX | Common Collective Trusts | — | $939K | $1.3M | 7.4% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | $860K | $1.0M | 6.0% | |
| FID INTL INDEX | Mutual Funds | — | $381K | $404K | 2.4% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $313K | $387K | 2.3% | |
| FID US BOND IDX | Common Collective Trusts | — | $281K | $279K | 1.6% | |
| DFA US SMALL CAP I | Mutual Funds | — | $239K | $272K | 1.6% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | $209K | $254K | 1.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $210K | $251K | 1.5% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $171K | $245K | 1.4% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | $208K | $243K | 1.4% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $236K | $233K | 1.4% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $177K | $181K | 1.1% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | $157K | $169K | 1.0% | |
| DFA INTL VALUE I | Mutual Funds | — | $154K | $164K | 1.0% | |
| DFA US TARGET VAL I | Mutual Funds | — | $92K | $108K | 0.6% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $97K | 0.6% | |
| FID SM CAP IDX | Common Collective Trusts | — | $73K | $87K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | $71K | $85K | 0.5% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $80K | $78K | 0.5% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $53K | $69K | 0.4% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $64K | $68K | 0.4% | |
| BLKRK HIGH YLD K | Other securities | — | $60K | $62K | 0.4% | |
| BR STRAT GLB BD K | Other securities | — | $53K | $53K | 0.3% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | $31K | $35K | 0.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $25K | $33K | 0.2% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $3K | $3K | <0.1% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | $3K | $3K | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
