Nicole Cliff signed Evisions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evisions, LLC's EIN is 88-0411440.
Download the official 2024 Form 5500 (PDF) for Evisions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evisions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $13K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Fid 500 Index | Common Collective Trusts | — | — | $2.1M | 13.6% | |
| American Funds Af Trgt Date 2055 R6 | Mutual Funds | — | — | $1.3M | 8.3% | |
| Fidelity Fid Total Mkt Idx | Common Collective Trusts | — | — | $1.2M | 7.8% | |
| Vanguard Vang Info Tec Idx Ad | Common Collective Trusts | — | — | $1.0M | 6.6% | |
| American Funds Af Trgt Date 2040 R6 | Mutual Funds | — | — | $904K | 5.9% | |
| JP Morgan Jpm Equity Income R6 | Other securities | — | — | $900K | 5.9% | |
| American Funds Af Trgt Date 2045 R6 | Mutual Funds | — | — | $789K | 5.1% | |
| Fidelity Fid Sm Cap Idx | Common Collective Trusts | — | — | $601K | 3.9% | |
| American Funds Af Trgt Date 2035 R6 | Mutual Funds | — | — | $587K | 3.8% | |
| Alliance Bernstein Ab Lg Cap Grth Adv | Mutual Funds | — | — | $519K | 3.4% | |
| Fidelity Fid Us Bond Idx | Common Collective Trusts | — | — | $499K | 3.3% | |
| American Funds Af Trgt Date 2050 R6 | Mutual Funds | — | — | $490K | 3.2% | |
| Alliance Bernstein Ab Sm Cap Grth Adv | Other securities | — | — | $476K | 3.1% | |
| American Funds Af Trgt Date 2060 R6 | Mutual Funds | — | — | $474K | 3.1% | |
| Dimensional Fund Advisors Dfa Glob Real Estate | Mutual Funds | — | — | $470K | 3.1% | |
| Fidelity Fid Intl Index | Mutual Funds | — | — | $430K | 2.8% | |
| American Funds Af Trgt Date 2030 R6 | Mutual Funds | — | — | $425K | 2.8% | |
| Morningstar Mfs Intl Growth R6 | Mutual Funds | — | — | $373K | 2.4% | |
| Hartford Intl Val R6 | Other securities | — | — | $361K | 2.4% | |
| Goldman Sachs Gs Sm Cp Val Ins R6 | Other securities | — | — | $343K | 2.2% | |
| Fidelity Fid Mid Cap Idx | Common Collective Trusts | — | — | $243K | 1.6% | |
| PGIM Investments Pgim High Yield R6 | Other securities | — | — | $178K | 1.2% | |
| JP Morgan Jpm Govt Bond R6 | U.S. Treasuries | — | — | $145K | 0.9% | |
| Vanguard Vang Mdcpgr Idx Adm | Common Collective Trusts | — | — | $121K | 0.8% | |
| American Funds Af Trgt Date 2065 R6 | Mutual Funds | — | — | $105K | 0.7% | |
| maturing through July 2031 | Other securities | — | — | $77K | 0.5% | |
| American Century Am Cent Md Cp Val R6 | Other securities | — | — | $69K | 0.4% | |
| JP Morgan Calv Emrg Mkts Eq R6 | Other securities | — | — | $68K | 0.4% | |
| American Funds Af Trgt Date 2025 R6 | Mutual Funds | — | — | $62K | 0.4% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $45K | 0.3% | |
| American Funds Af Trgt Date 2015 R6 | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
