Evers and Sons, Inc.'s EIN is 74-2219798.
Download the official 2024 Form 5500 (PDF) for Evers and Sons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evers and Sons, Inc.'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 |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $1.4M | 96.4% | |
| American Funds 2050 Target Retirement Fund Class R6 10,641 units | Pooled Separate Accounts | — | $11K | $280K | 19.9% | |
| American Funds 2045 Target Retirement Fund Class R6 8,890 units | Mutual Funds | — | $9K | $232K | 16.5% | |
| American Funds 2055 Target Retirement Fund Class R6 5,136 units | Mutual Funds | — | $5K | $136K | 9.7% | |
| American Funds 2060 Target Retirement Fund Class R6 4,729 units | Mutual Funds | — | $5K | $125K | 8.9% | |
| American Funds 2065 Target Retirement Fund Class R6 4,412 units | Mutual Funds | — | $4K | $117K | 8.3% | |
| American Funds 2035 Target Retirement Fund Class R6 4,225 units | Mutual Funds | — | $4K | $106K | 7.5% | |
| American Funds 2025 Target Retirement Fund Class R6 3,880 units | Mutual Funds | — | $4K | $91K | 6.5% | |
| American Funds 2040 Target Retirement Fund Class R6 3,130 units | Mutual Funds | — | $3K | $81K | 5.8% | |
| American Funds 2030 Target Retirement Fund Class R6 2,968 units | Mutual Funds | — | $3K | $72K | 5.1% | |
| varying maturity dates through 2029 | Other securities | — | — | $51K | 3.6% | |
| AB Large Cap Growth Fund Class Z 1,278 units | Other securities | — | $1K | $41K | 2.9% | |
| Fidelity 500 Index Fund 630 units | Common Collective Trusts | — | — | $36K | 2.6% | |
| American Funds 2020 Target Retirement Fund Class R6 711 units | Mutual Funds | — | — | $16K | 1.2% | |
| Vanguard Explorer Fund Admiral Shares 30 units | Mutual Funds | — | — | $6K | 0.4% | |
| Fidelity International Index Fund 134 units | Common Collective Trusts | — | — | $4K | 0.2% | |
| Fidelity Mid Cap Index Fund 58 units | Common Collective Trusts | — | — | $2K | 0.2% | |
| DFA US Small Cap Portfolio Institutional Class 29 units | Mutual Funds | — | — | $2K | 0.2% | |
| DFA Emerging Markets Portfolio Institutional Class 82 units | Mutual Funds | — | — | $2K | 0.2% | |
| American Funds 2015 Target Retirement Fund Class R6 56 units | Mutual Funds | — | — | $1K | <0.1% | |
| Neuberger Berman Mid Cap Growth Fund Class R6 22 units | Other securities | — | — | $1K | <0.1% | |
| Fidelity US Bond Index Fund 53 units | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
