Megan Carson signed Entrust Global Group LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Entrust Global Group LLC's EIN is 81-5463484.
Download the official 2022 Form 5500 (PDF) for Entrust Global Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Entrust Global Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT GROUP LLC | — | CENTENNIAL, CO | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $1.2M | 11.6% | |
| Vanguard 500 INDEX FUND - ADMIRAL | Mutual Funds | — | — | $971K | 9.5% | |
| Vanguard TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $949K | 9.3% | |
| T. Rowe PRICE BLUE CHIP GROWTH 1 | Mutual Funds | — | — | $837K | 8.2% | |
| Vanguard TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $729K | 7.2% | |
| Vanguard TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $571K | 5.6% | |
| Vanguard EQUITY-INCOME ADM | Mutual Funds | — | — | $567K | 5.6% | |
| Vanguard TARGET RETIREMENT INCOME INV | Mutual Funds | — | — | $413K | 4.1% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $394K | 3.9% | |
| PLAN NUMBER 002 PLAN YEAR 01/01/2022 TO 12/31/2022 Vanguard TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $382K | 3.8% | |
| Vanguard TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $326K | 3.2% | |
| * Empower EI FIXED ACCOUNT - SERIES CLASS II | Mutual Funds | — | — | $301K | 3.0% | |
| Vanguard TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $273K | 2.7% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $264K | 2.6% | |
| JPMorgan US EQUITY R6 | Mutual Funds | — | — | $254K | 2.5% | |
| Vanguard TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $237K | 2.3% | |
| Guaranteed Interest Account * Participant Loans Rates ranging from 4.25% to 8.00% 0 | Bonds / Notes | — | — | $207K | 2.0% | |
| DFA LARGE CAP INTERNATIONAL I | Mutual Funds | — | — | $194K | 1.9% | |
| PGIM US REAL ESTATE R6 | Mutual Funds | — | — | $191K | 1.9% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $136K | 1.3% | |
| Vanguard TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | — | $116K | 1.1% | |
| Pear Tree POLARIS FOREIGN VALUE R6 | Mutual Funds | — | — | $102K | 1.0% | |
| Vanguard TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $102K | 1.0% | |
| Delaware Ivy MID CAP GROWTH R6 | Mutual Funds | — | — | $80K | 0.8% | |
| JHancock INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $61K | 0.6% | |
| DFA COMMODITY STRATEGY I | Mutual Funds | — | — | $46K | 0.5% | |
| Lord Abbett HIGH YIELD R6 | Mutual Funds | — | — | $45K | 0.4% | |
| DFA GLOBAL REAL ESTATE SECURITIES | Mutual Funds | — | — | $44K | 0.4% | |
| Columbia Seligman TECH & INFORMATION I3 | Mutual Funds | — | — | $36K | 0.4% | |
| similar party par or maturity date BlackRock HEALTH SCIENCES OPPS K | Other securities | — | — | $33K | 0.3% | |
| Invesco DISCOVERY R6 | Mutual Funds | — | — | $31K | 0.3% | |
| Invesco DEVELOPING MARKETS R6 | Mutual Funds | — | — | $28K | 0.3% | |
| BlackRock INFLATION PRTED BD BLACKROCK K | Mutual Funds | — | — | $23K | 0.2% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $21K | 0.2% | |
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard EMERGING MKTS STOCK IDX ADM | Mutual Funds | — | — | $8K | <0.1% | |
| Dodge & Cox INCOME FUND - I | Mutual Funds | — | — | $6K | <0.1% | |
| Western Asset CORE BOND IS | Mutual Funds | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| MULLINS CLEMMONS & MAYES PLLC | — | BRENTWOOD, TN | AUDITOR | $15K | — |
