Patrick Lahham signed Envision Motors Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envision Motors Management, LLC's EIN is 82-4787118.
Download the official 2024 Form 5500 (PDF) for Envision Motors Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envision Motors Management, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $2.0M | 10.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 9.5% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $1.8M | 9.4% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $1.6M | 8.6% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.5M | 7.9% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $1.4M | 7.4% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $852K | 4.5% | |
| PUTNAM LARGE CAP GROWTH R WILMINGTON TRUST COMPANY · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $840K | 4.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $712K | 3.7% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $614K | 3.2% | |
| INVESTMENTS PRINCPAL GUARANTEED OPTION | OTHER | — | — | $492K | 2.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $387K | 2.0% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $358K | 1.9% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $339K | 1.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $309K | 1.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $257K | 1.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $204K | 1.1% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $202K | 1.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $151K | 0.8% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $85K | 0.4% | |
| TRP DIVERSIFIED MCG I | Registered Investment Companies | — | — | $72K | 0.4% | |
| MID CAP VALIUE II R1 WILMINGTON TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $67K | 0.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $46K | 0.2% | |
| SMALL CAP VALUE FUND III R1 WELLINGTON TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $26K | 0.1% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $15K | <0.1% | |
| FID FREE INDX 2020 IP 650 REGISTERED INVESTMENT COMPANY FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $6K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
