Christina Puente Sandoval signed Silver Ventures, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silver Ventures, Inc.'s EIN is 74-2638247.
Download the official 2024 Form 5500 (PDF) for Silver Ventures, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silver Ventures, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $74K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $5.6M | 19.8% | |
| JPMORGAN SMARTRET 2030 -A | Registered Investment Companies | — | — | $3.4M | 12.1% | |
| JPMORGAN SMARTRET 2040 -A | Registered Investment Companies | — | — | $2.7M | 9.4% | |
| JPMORGAN SMARTRETIRE 2050 - A | Registered Investment Companies | — | — | $2.3M | 7.9% | |
| JPMORGAN SMARTRETIRE 2060 - A | Registered Investment Companies | — | — | $2.0M | 6.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.2M | 4.1% | |
| JPMORGAN SMARTRETIRE 2055 - A | Registered Investment Companies | — | — | $1.1M | 4.0% | |
| AB US LG CAP GR MSG WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| INVESCO COMSTOCK FUND R5 | Registered Investment Companies | — | — | $998K | 3.5% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $991K | 3.5% | |
| INVESCO EQUAL-WEIGHT S&P 500 Y | Registered Investment Companies | — | — | $985K | 3.4% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $969K | 3.4% | |
| MORGAN STANLEY GROWTH -I | Registered Investment Companies | — | — | $860K | 3.0% | |
| JAN HEND ENTERPRISE CF III WILMINGTON TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $605K | 2.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $451K | 1.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $377K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $359K | 1.3% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $342K | 1.2% | |
| PIMCO HIGH YIELD INSTL | Registered Investment Companies | — | — | $340K | 1.2% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $296K | 1.0% | |
| INVESCO EQV EM MKTS ALL CAP R5 | Registered Investment Companies | — | — | $212K | 0.7% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $211K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $177K | 0.6% | |
| PGIM JENNISON NAT RESOURCES R6 | Registered Investment Companies | — | — | $165K | 0.6% | |
| FIDELITY ADV SMALL CAP GR I | Registered Investment Companies | — | — | $149K | 0.5% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $113K | 0.4% | |
| INVESCO EQUITY AND INCOME R5 | Registered Investment Companies | — | — | $105K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $70K | 0.2% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $35K | 0.1% | |
| JPMORGAN SMARTRET 2020 -A | Registered Investment Companies | — | — | $22K | <0.1% | |
| BLK IMPACT MORTGAGE FUND CL K | Registered Investment Companies | — | — | $6K | <0.1% | |
| AB GLOBAL BOND ADVISOR | Registered Investment Companies | — | — | $3K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | 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.
| INVESTMENT/FINANCIAL ADVI |
| $62K |
| — |
