JEFF Ezekiel signed Envolve Client Services Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envolve Client Services Group, LLC's EIN is 76-0499458.
Download the official 2024 Form 5500 (PDF) for Envolve Client Services Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envolve Client Services Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $63K | — |
| ARES RETIREMENT PLAN SERVICES, LLC | 88-3547908 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGT DATE RET 2035 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4.8M | 24.4% | |
| AMERICAN FUNDS TRGT DATE RET 2030 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $3.2M | 16.3% | |
| AMERICAN FUNDS TRGT DATE RET 2025 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $3.0M | 15.2% | |
| AMERICAN FUNDS TRGT DATE RET 2050 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 9.8% | |
| AMERICAN FUNDS TRGT DATE RET 2045 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.8M | 9.2% | |
| AMERICAN FUNDS TRGT DATE RET 2040 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 7.8% | |
| AMERICAN FUNDS TRGT DATE RET 2055 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 5.2% | |
| AMERICAN FUNDS TRGT DATE RET 2020 R5 Pooled Separate Account | Pooled Separate Accounts | — | — | $953K | 4.8% | |
| LOANS * PARTICIPANT LOANS 5.25%-10.50% - | Bonds / Notes | — | — | $402K | 2.0% | |
| PGIM HIGH YIELD R6 Pooled Separate Account ** 176 * AF TRGT DATE 2060 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $353K | 1.8% | |
| AMERICAN FUNDS TRGT DATE RET 2065 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $96K | 0.5% | |
| FID SM CAP IDX Pooled Separate Account ** 97 * FID LG CAP GR IDX Pooled Separate Account | Pooled Separate Accounts | — | — | $81K | 0.4% | |
| FID GOVT MMKT K6 Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 0.3% | |
| FID MID CAP IDX Pooled Separate Account | Pooled Separate Accounts | — | — | $41K | 0.2% | |
| PIM RAE US SM I Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 0.2% | |
| AMERICAN FUNDS TRGT DATE RET 2015 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $36K | 0.2% | |
| PUTN LARGE CP VAL R1 Pooled Separate Account | Pooled Separate Accounts | — | — | $30K | 0.2% | |
| AMERICAN FUNDS TRGT DATE RET 2010 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $27K | 0.1% | |
| PGIM J GLOBAL OPP R6 Pooled Separate Account ** 258 PUTNAM SM CAP GR R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 0.1% | |
| VICTORY S ESTB VAL R Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | <0.1% | |
| AF BOND FD AMER R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| 47-1411118 |
| — |
| INVESTMENT ADVISORY -PLAN |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAULDIN & JENKINS LLC | 58-0692043 | — | ACCOUNTANT/AUDITOR | $34K | — |
