April Miller signed Evergreen Alliance Golf Limited, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evergreen Alliance Golf Limited, L.P.'s EIN is 75-2798353.
Download the official 2024 Form 5500 (PDF) for Evergreen Alliance Golf Limited, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evergreen Alliance Golf Limited, L.P.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Distributors, Inc. American Funds 2035 Target Date N/R | Mutual Funds | — | — | $3.4M | 14.3% | |
| Retirement Fund American Funds Distributors, Inc. American Funds 2030 Target Date N/R | Mutual Funds | — | — | $3.1M | 13.0% | |
| Retirement Fund American Funds Distributors, Inc. American Funds 2045 Target Date N/R | Mutual Funds | — | — | $2.9M | 12.2% | |
| Retirement Fund American Funds Distributors, Inc. American Funds 2050 Target Date N/R | Mutual Funds | — | — | $2.5M | 10.8% | |
| Retirement Fund American Funds Distributors, Inc. American Funds 2040 Target Date N/R | Mutual Funds | — | — | $2.2M | 9.4% | |
| Retirement Fund * Fidelity Investments Fidelity 500 Index Fund Investor N/R | Common Collective Trusts | — | — | $2.2M | 9.2% | |
| Class American Funds Distributors, Inc. American Funds 2055 Target Date N/R | Mutual Funds | — | — | $1.6M | 6.7% | |
| Retirement Fund American Funds Distributors, Inc. American Funds 2060 Target Date N/R | Mutual Funds | — | — | $1.4M | 5.9% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $752K | 3.2% | |
| Retire R6 American Funds Distributors, Inc. American Funds 2025 Target Date N/R | Mutual Funds | — | — | $678K | 2.9% | |
| Retirement Fund * Fidelity Investments Fidelity Mid Cap Index Investor N/R | Mutual Funds | — | — | $483K | 2.0% | |
| Fund * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $456K | 1.9% | |
| Fidelity Investments Fidelity Advisor Worldwide Fund - N/R | Mutual Funds | — | — | $317K | 1.3% | |
| Class A Alliance Bernstein Funds AB Relative Value Advisor N/R | Other securities | — | — | $284K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Investor N/R | Mutual Funds | — | — | $273K | 1.2% | |
| American Funds Distributors, Inc. American Funds 2020 Target Date N/R | Mutual Funds | — | — | $255K | 1.1% | |
| Retirement Fund American Funds Distributors, Inc. American Funds AMCAP Fund Class N/R | Mutual Funds | — | — | $200K | 0.8% | |
| R6 PIMCO Funds PIMCO Real Return Institutional N/R | Mutual Funds | — | — | $110K | 0.5% | |
| Fund * Fidelity Investments Fidelity International Index Premium N/R | Mutual Funds | — | — | $79K | 0.3% | |
| Victory Capital Advisers, Inc. Victory Integrity Small-Cap Value Y N/R | Common Stocks | — | — | $66K | 0.3% | |
| American Funds Distributors, Inc. American Funds 2015 Target Date N/R | Mutual Funds | — | — | $60K | 0.3% | |
| Retirement Fund Hartford Financial Management Hartford Small Cap Growth Fund N/R | Other securities | — | — | $59K | 0.2% | |
| Western Asset Management Western Asset Core Bond Fund N/R | Other securities | — | — | $54K | 0.2% | |
| Class I Invesco Advisers, Inc. Invesco Developing Markets Fund - N/R | Mutual Funds | — | — | $52K | 0.2% | |
| Class Y * Fidelity Investments Fidelity US Bond Index Investor N/R | Mutual Funds | — | — | $51K | 0.2% | |
| American Funds Distributors, Inc. American Funds Income Fund of N/R | Mutual Funds | — | — | $46K | 0.2% | |
| Amer R6 BlackRock Advisors, LLC BlackRock High Yield Bond N/R | Other securities | — | — | $42K | 0.2% | |
| Institutional Shares T. Rowe Price Associates Inc T. Rowe Price Overseas Stock Fund N/R | Common Stocks | — | — | $26K | 0.1% | |
| American Funds Distributors, Inc. American Funds 2010 Target Date N/R | Mutual Funds | — | — | $18K | <0.1% | |
| Retirement Fund PIMCO Funds PIMCO Real Estate Real Return N/R | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
