Jane Montvilas signed Enverus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enverus, Inc.'s EIN is 74-2934857.
Download the official 2024 Form 5500 (PDF) for Enverus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enverus, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.5M | 11.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $13.5M | 11.9% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $12.7M | 11.2% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.7M | 11.2% | |
| Participant Loans | Participant loans | — | $0 | $11.7M | 10.3% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $10.7M | 9.5% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $10.7M | 9.5% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $9.9M | 8.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $8.0M | 7.1% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $6.3M | 5.6% | |
| Prin LifeTime Hy Inc CIT X | Common Collective Trusts | — | $0 | $4.3M | 3.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.3M | 3.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $3.6M | 3.2% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.6M | 3.2% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $3.2M | 2.9% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $2.4M | 2.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $1.9M | 1.7% | |
| Vanguard MidCp Grth Idx Adm Fd | Common Collective Trusts | — | $0 | $1.5M | 1.3% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.4M | 1.2% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $1.3M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.3M | 1.2% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $1.3M | 1.2% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $1.2M | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $1.2M | 1.1% | |
| NYLI Winslow Lg Cap Gr R6 | Other securities | — | $0 | $1.2M | 1.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | $0 | $1.1M | 1.0% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $1.1M | 1.0% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $1.0M | 0.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $868K | 0.8% | |
| Prin LifeTime Hyb 2020 CIT X | Common Collective Trusts | — | $0 | $799K | 0.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $752K | 0.7% | |
| JP Morgan US Equity R6 Fund | Other securities | — | $0 | $752K | 0.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $746K | 0.7% | |
| iShares MSCI EAFE Int Idx K Fd | Common Collective Trusts | — | $0 | $693K | 0.6% | |
| Prin LifeTime Hyb 2015 CIT X | Common Collective Trusts | — | $0 | $609K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $609K | 0.5% | |
| John Hancock Disc Vl R6 Fund | Other securities | — | $0 | $592K | 0.5% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $540K | 0.5% | |
| Prin LifeTime Hy 2065 CIT X | Common Collective Trusts | — | $0 | $446K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $446K | 0.4% | |
| FIDELITY INF-PR BOND INDEX FD | Mutual Funds | — | $0 | $394K | 0.3% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $392K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $355K | 0.3% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $352K | 0.3% | |
| BlackRock HY Portfolio K Fund | Other securities | — | $0 | $321K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $219K | 0.2% | |
| JP Morgan Core Plus Bond R6 Fd | Other securities | — | $0 | $198K | 0.2% |
