Jared Brown signed EVO Transportation and Energy Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EVO Transportation and Energy Services' EIN is 83-3508235.
Download the official 2024 Form 5500 (PDF) for EVO Transportation and Energy Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EVO Transportation and Energy Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.5M | 19.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.1M | 13.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $852K | 11.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $578K | 7.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $518K | 6.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $429K | 5.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $371K | 4.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $368K | 4.7% | |
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $298K | 3.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $298K | 3.8% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $165K | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $152K | 2.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $149K | 1.9% | |
| Vanguard Developed Mkts Index | Mutual Funds | — | — | $136K | 1.7% | |
| Mcquarie Mid Cap Growth | Other securities | — | — | $111K | 1.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities | Other securities | — | — | $109K | 1.4% | |
| American Century American Century Mid Cap Value | Other securities | — | — | $82K | 1.1% | |
| Clearbridge International Clearbridge International Growth | Other securities | — | — | $80K | 1.0% | |
| Dodge and Cox Dodge & Cox Income X | Mutual Funds | — | — | $75K | 1.0% | |
| Empower Life & Annuity Key Guaranteed Portfolio Fund | Other securities | — | — | $69K | 0.9% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $65K | 0.8% | |
| Nationwide Geneva Small Cap Growth | Other securities | — | — | $58K | 0.7% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $56K | 0.7% | |
| PIMCO Int Bond ** 524 Undiscovered Mgrs Undiscovered Mgrs Behvioral Value | U.S. Treasuries | — | — | $44K | 0.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $39K | 0.5% | |
| Mcquarie Emerging Markets | Other securities | — | — | $30K | 0.4% | |
| PGIM High Yield | Other securities | — | — | $10K | 0.1% | |
| Delaware Emerging Markets ** Delaware Ivy Mid Cap Growth ** DFA Inflation Protected Securities | Mutual Funds | — | — | $9K | 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 |
|---|---|---|---|---|---|
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | CONTRACT ADMIN | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAS PARTNERS | — | PEMBROKE PINES, FL | AUDITOR | $7K | — |
