Jim Barnes signed Envista, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envista, LLC's EIN is 68-0517515.
Download the official 2024 Form 5500 (PDF) for Envista, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envista, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $45K | — |
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 26,695 | Common Collective Trusts | — | — | $5.5M | 14.2% | |
| Vanguard Target Retirement 2030 Fund 99,458 | Mutual Funds | — | — | $3.8M | 9.8% | |
| Vanguard Target Retirement 2045 Fund 116,512 | Mutual Funds | — | — | $3.5M | 9.0% | |
| Vanguard Target Retirement 2050 Fund 64,697 | Mutual Funds | — | — | $3.2M | 8.4% | |
| Vanguard Target Retirement 2040 Fund 70,617 | Mutual Funds | — | — | $3.1M | 8.0% | |
| Vanguard Target Retirement 2055 Fund 51,485 | Mutual Funds | — | — | $2.9M | 7.5% | |
| Vanguard Target Retirement 2060 Fund 54,309 | Mutual Funds | — | — | $2.8M | 7.3% | |
| Vanguard Target Retirement 2035 Fund 91,172 | Mutual Funds | — | — | $2.2M | 5.7% | |
| REGISTERED INVESTMENT COMPANIES AB Large Cap Growth Z 19,823 | Other securities | — | — | $2.2M | 5.6% | |
| Vanguard Target Retirement 2025 Fund 71,845 | Mutual Funds | — | — | $1.3M | 3.5% | |
| Fidelity Mid Cap Index Fund 31,996 | Common Collective Trusts | — | — | $1.1M | 2.8% | |
| Vanguard Target Retirement 2065 Fund 29,699 | Mutual Funds | — | — | $998K | 2.6% | |
| Janus Henderson Triton Fund Class N 29,849 | Mutual Funds | — | — | $821K | 2.1% | |
| Fidelity Small Cap Index Fund 26,591 | Common Collective Trusts | — | — | $736K | 1.9% | |
| PIMCO Income Fund Institutional Class 56,891 | Mutual Funds | — | — | $598K | 1.6% | |
| Vanguard Target Retirement 2020 Fund 22,140 | Mutual Funds | — | — | $586K | 1.5% | |
| JPMorgan Equity Income Fund Class R6 24,299 | Other securities | — | — | $582K | 1.5% | |
| Fidelity International Index Fund 11,498 | Common Collective Trusts | — | — | $547K | 1.4% | |
| American Funds New World Fund R6 5,667 | Mutual Funds | — | — | $436K | 1.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $432K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25-10.50%, with maturities through June 2034 0 | Bonds / Notes | — | — | $362K | 0.9% | |
| iShares U.S. Aggregate Bond Index Fund Class K 34,887 | Common Collective Trusts | — | — | $310K | 0.8% | |
| MFS International Diversification Fund Class R6 12,660 | Mutual Funds | — | — | $289K | 0.8% | |
| Fidelity Total Bond 26,048 | Mutual Funds | — | — | $245K | 0.6% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market K6 16,293 | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund 571 | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
