Deanne Baumgartner signed Evening Post Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evening Post Group, LLC's EIN is 87-1255117.
Download the official 2024 Form 5500 (PDF) for Evening Post Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evening Post Group, LLC's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | — | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index | Common Collective Trusts | — | — | $1.8M | 21.4% | |
| American Funds American Funds 2050 | Mutual Funds | — | — | $1.1M | 13.1% | |
| American Funds American Funds 2025 | Mutual Funds | — | — | $946K | 11.4% | |
| American Funds American Funds 2040 | Mutual Funds | — | — | $430K | 5.2% | |
| American Funds American Funds 2055 | Mutual Funds | — | — | $418K | 5.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $264K | 3.2% | |
| Vanguard US Gr Admiral | Mutual Funds | — | — | $259K | 3.1% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $233K | 2.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $226K | 2.7% | |
| American Funds American Funds 2035 | Mutual Funds | — | — | $220K | 2.7% | |
| JPMorgan Small Cap Growth | Other securities | — | — | $215K | 2.6% | |
| Hartford Eq Inc R6 | Common Stocks | — | — | $196K | 2.4% | |
| American Funds American Funds 2030 | Mutual Funds | — | — | $177K | 2.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $135K | 1.6% | |
| John Hancock JHancock Intl Gr R6 | Other securities | — | — | $128K | 1.5% | |
| Dimensional DFA US Targeted Val 434 Dimensional DFA US Vector Eq I | Mutual Funds | — | — | $87K | 1.0% | |
| American Funds American Funds 2060 | Mutual Funds | — | — | $59K | 0.7% | |
| Participants Notes Receivable with interest rates of 8.50% to 9.50% | Bonds / Notes | — | — | $43K | 0.5% | |
| maturing through October 2029 | Other securities | — | — | $43K | 0.5% | |
| NEW YORK LIFE ANCHOR (35) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $36K | 0.4% | |
| American Funds American Funds 2015 | Mutual Funds | — | — | $30K | 0.4% | |
| Dimensional DFA Intl Val I | Mutual Funds | — | — | $30K | 0.4% | |
| Dimensional International Value | Mutual Funds | — | — | $30K | 0.4% | |
| Allspring Core Plus Bond | Mutual Funds | — | — | $22K | 0.3% | |
| American Funds American Funds 2065 | Mutual Funds | — | — | $18K | 0.2% | |
| Calvert Balanced | Other securities | — | — | $15K | 0.2% | |
| American Funds American Funds 2020 | Mutual Funds | — | — | $13K | 0.2% | |
| Interest bearing cash * State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $12K | 0.1% | |
| Janus Enterprise | Mutual Funds | — | — | $12K | 0.1% |
