Evergy, Inc.'s EIN is 82-2733395.
Download the official 2024 Form 5500 (PDF) for Evergy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evergy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, 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 ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | NONE | $723K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $394K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| NONE |
| $82K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SL CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $268.7M | 18.0% | |
| STATE STREET RUSSELL SM/MID CAP IND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $92.6M | 6.2% | |
| State St Gbl Allcp Eq Ex-Us Idx Sl Cl Ii Common/Collective Trust Fund | Common Collective Trusts | — | — | $92.2M | 6.2% | |
| STATE STREET GLOBAL ALL CAP EX-US I STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $92.2M | 6.2% | |
| MFS GROWTH EQUITY CIT CLASS 4R MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 015 | Common Collective Trust | — | — | $89.4M | 6.0% | |
| AMERICAN CENTURY RET 2045 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $82.5M | 5.5% | |
| AMERICAN CENTURY RET 2040 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $80.7M | 5.4% | |
| AMERICAN CENTURY RET 2035 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $80.2M | 5.4% | |
| AMERICAN CENTURY RET 2030 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $76.7M | 5.1% | |
| State St Us Bnd Indx Sl Cl Xiv Common/Collective Trust Fund | Common Collective Trusts | — | — | $71.2M | 4.8% | |
| STATE STREET US BOND INDEX SL CI XI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $71.2M | 4.8% | |
| AMERICAN CENTURY RET 2050 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $58.1M | 3.9% | |
| GOLDMAN SACHS STABLE VALUE GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $46.9M | 3.1% | |
| AMERICAN CENTURY RET 2025 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $46.4M | 3.1% | |
| Empower Self-Directed Brokerage Accounts Brokerage Account | Self-Directed Brokerage | — | — | $46.0M | 3.1% | |
| Evergy, Inc. Common Stock | Common Stocks | — | — | $43.7M | 2.9% | |
| AMERICAN CENTURY RET 2055 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $39.1M | 2.6% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $33.4M | 2.2% | |
| AMERICAN CENTURY IN RET TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $30.2M | 2.0% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $26.6M | 1.8% | |
| AMERICAN CENTURY RET 2060 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $26.0M | 1.7% | |
| Mfs New Discovery Value R6 Mutual Fund | Mutual Funds | — | — | $24.3M | 1.6% | |
| Participant Loans Various participants, interest rates | Participant loans | — | — | $23.2M | 1.5% | |
| PRUDENTIAL CORE PLUS BOND CL 12 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $22.3M | 1.5% | |
| CARILLON EAGLE MID CAP GROWTH CIT ALTA TRUST COMPANY, INC. · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $21.6M | 1.4% | |
| Jpmorgan 100% U.S. Tr Sec Mm Inst Money Market Fund | Cash / Money Market | — | — | $19.4M | 1.3% | |
| T. Rowe Price Overseas Stock I Mutual Fund | Other securities | — | — | $19.4M | 1.3% | |
| Jpmorgan Emerging Markets Equity R6 Mutual Fund | Other securities | — | — | $9.7M | 0.6% | |
| CLEARBRIDGE SMALL CAP GROWTH WILMINGTON TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $7.4M | 0.5% | |
| PIONEER MULTI-SECTOR FIXED INCOME WILMINGTON TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $7.2M | 0.5% | |
| AMERICAN CENTURY RET 2065 TR CL XI GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.4% |
