BRAD Mauritzen signed Envoy Mortgage, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envoy Mortgage, Ltd.'s EIN is 76-0700342.
Download the official 2024 Form 5500 (PDF) for Envoy Mortgage, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envoy Mortgage, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 |
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.
| % of plan | |||
|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $0 | — |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 001 | Common Collective Trust | $0 | — |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $0 | — |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | $0 | — |
| — |
| RECORD KEEPER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
| CATALINA CAPITAL GROUP, LLC | 47-1400485 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
| CATALINA CAPITAL GROUP, LLC | 47-1400485 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
