Jennifer Evanicky signed Provident Realty Advisors Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Provident Realty Advisors Inc.'s EIN is 75-2784992.
Download the official 2024 Form 5500 (PDF) for Provident Realty Advisors Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Provident Realty Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $13K | — |
| DEFINITI, LLC | 85-0833363 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD |
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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2050 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 066 | Pooled Separate Account | — | — | $1.1M | 19.2% | |
| MYWAYRETIREMENT INDEX 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 071 | Pooled Separate Account | — | — | $673K | 11.4% | |
| MYWAYRETIREMENT INDEX 2060 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 061 | Pooled Separate Account | — | — | $666K | 11.3% | |
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 067 | Pooled Separate Account | — | — | $521K | 8.8% | |
| MYWAYRETIREMENT INDEX 2040 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 059 | Pooled Separate Account | — | — | $481K | 8.2% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 367 | Pooled Separate Account | — | — | $472K | 8.0% | |
| MYWAYRETIREMENT INDEX 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 070 | Pooled Separate Account | — | — | $295K | 5.0% | |
| BLACKROCK EQUITY INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 997 | Pooled Separate Account | — | — | $286K | 4.8% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $267K | 4.5% | |
| MYWAYRETIREMENT INDEX 2030 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 058 | Pooled Separate Account | — | — | $200K | 3.4% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 381 | Pooled Separate Account | — | — | $155K | 2.6% | |
| MYWAYRETIREMENT INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 069 | Pooled Separate Account | — | — | $151K | 2.6% | |
| MYWAYRETIREMENT INDEX 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 069 | Pooled Separate Account | — | — | $151K | 2.6% | |
| MYWAYRETIREMENT INDEX 2065 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 371 | Pooled Separate Account | — | — | $127K | 2.2% | |
| BLACKROCK RUSSELL 2000 INDEX RET OP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 055 | Pooled Separate Account | — | — | $101K | 1.7% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 377 | Pooled Separate Account | — | — | $60K | 1.0% | |
| MYWAYRETIREMENT CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 375 | Pooled Separate Account | — | — | $52K | 0.9% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 373 | Pooled Separate Account | — | — | $51K | 0.9% | |
| MYWAYRETIREMENT MID CAP VALUE RET O TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 382 | Pooled Separate Account | — | — | $33K | 0.6% | |
| MYWAYRETIREMENT REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 380 | Pooled Separate Account | — | — | $31K | 0.5% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 372 | Pooled Separate Account | — | — | $25K | 0.4% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 366 | Pooled Separate Account | — | — | $20K | 0.3% | |
| Participant Loans bearing interest at 10% | Participant loans | — | $0 | $19K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 357 | Pooled Separate Account | — | — | $18K | 0.3% | |
| MYWAYRETIREMENT INTL VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 241 | Pooled Separate Account | — | — | $16K | 0.3% | |
| BLACKROCK EAFE EQUITY INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 054 | Pooled Separate Account | — | — | $11K | 0.2% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 374 | Pooled Separate Account | — | — | $11K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 379 | Pooled Separate Account | — | — | $9K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 001 | Pooled Separate Account | — | — | $6K | 0.1% | |
| MYWAYRETIREMENT COMMODITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 378 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 383 | Pooled Separate Account | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 365 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-2937883 |
| — |
| INVESTMENT ADVISOR - PLA |
| $33K |
| — |
