Tannish Welch signed Endeavor Managed Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Endeavor Managed Services' EIN is 86-2885959.
Download the official 2024 Form 5500 (PDF) for Endeavor Managed Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Endeavor Managed Services' 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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $1.1M | 12.9% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $770K | 9.4% | |
| JPMORGAN SMARTRETIRE 2050 - A | Registered Investment Companies | — | — | $713K | 8.7% | |
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $677K | 8.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $659K | 8.1% | |
| INVESCO EQUAL-WEIGHT S&P 500 Y | Registered Investment Companies | — | — | $650K | 7.9% | |
| JPMORGAN SMARTRET 2040 -A | Registered Investment Companies | — | — | $532K | 6.5% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $485K | 5.9% | |
| JPMORGAN SMARTRET 2030 -A | Registered Investment Companies | — | — | $476K | 5.8% | |
| JPMORGAN SMARTRET 2020 -A | Registered Investment Companies | — | — | $314K | 3.8% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $304K | 3.7% | |
| VIC PIO SELECT MC GROWTH Y | Registered Investment Companies | — | — | $265K | 3.2% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $262K | 3.2% | |
| INVESCO INT SMALL MID CO Y | Registered Investment Companies | — | — | $193K | 2.4% | |
| JPMORGAN SMARTRETIRE 2055 - A | Registered Investment Companies | — | — | $152K | 1.9% | |
| INVESCO GROWTH AND INCOME Y | Registered Investment Companies | — | — | $135K | 1.7% | |
| VIC PIO STRATEGIC INCOME Y | Registered Investment Companies | — | — | $101K | 1.2% | |
| INVESCO OPP INTERNL GRTH Y | Registered Investment Companies | — | — | $81K | 1.0% | |
| JPMORGAN SMARTRETIRE 2060 - A | Registered Investment Companies | — | — | $74K | 0.9% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $74K | 0.9% | |
| JPM SMALL CAP EQUITY R5 | Registered Investment Companies | — | — | $68K | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $41K | 0.5% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $38K | 0.5% | |
| BLK INFLATION PROT BOND INSTL | Registered Investment Companies | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
