E Entities, LLC's EIN is 81-5281899.
Download the official 2024 Form 5500 (PDF) for E Entities, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E Entities, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $286K | 25.4% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $218K | 19.3% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $133K | 11.8% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $105K | 9.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $100K | 8.9% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $49K | 4.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $48K | 4.3% | |
| AMERICAN FUNDS INTERNATIONAL VNTG R6 Mutual Funds ** 387 FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $26K | 2.3% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Funds ** 138 AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Funds | Mutual Funds | — | — | $23K | 2.0% | |
| INVESCO REAL ESTATE R6 Mutual Funds ** 840 JANUS HENDERSON GROWTH AND INCOME N Mutual Funds ** 588 * EI FIXED ACCOUNT - SERIES CLASS I Guaranteed Investment Contract | Stable Value | — | — | $19K | 1.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | THIRD PARTY ADMIN | $4K | — |
