Laura Steele signed Evergreen Ford's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evergreen Ford's EIN is 86-1561207.
Download the official 2024 Form 5500 (PDF) for Evergreen Ford from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evergreen Ford's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FID FDM IDX 2050 IPR | Mutual Funds | — | — | $864K | 14.0% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $775K | 12.6% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $704K | 11.4% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $571K | 9.3% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $554K | 9.0% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $385K | 6.3% | |
| Fidelity FID LG CAP VAL IDX | Common Collective Trusts | — | — | $384K | 6.2% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $343K | 5.6% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $280K | 4.6% | |
| Notes Receivable from * Participants 4.25% to 9.50% - | Bonds / Notes | — | — | $265K | 4.3% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $249K | 4.0% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $220K | 3.6% | |
| Fidelity FID LG CAP GR IDX | Common Collective Trusts | — | — | $163K | 2.6% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $90K | 1.5% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $78K | 1.3% | |
| Money Market Fund Vanguard Money Market Fund | Mutual Funds | — | — | $49K | 0.8% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $38K | 0.6% | |
| JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $32K | 0.5% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $25K | 0.4% | |
| Fidelity FID SM CAP VAL IDX | Common Collective Trusts | — | — | $24K | 0.4% | |
| Fidelity FID REAL ESTATE IDX | Common Collective Trusts | — | — | $22K | 0.4% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $8K | 0.1% | |
| Fidelity FID INFL PR BD IDX | Common Collective Trusts | — | — | $5K | <0.1% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity FID MID CAP VAL IDX | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
