VEVO LLC's EIN is 90-0459202.
Download the official 2024 Form 5500 (PDF) for VEVO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VEVO 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH, INC. | 47-4814591 | — | INVESTMENT ADVISORY | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Research and Mgmt Co American Funds 2050 Target Date Retirement R6 Fund | Mutual Funds | — | — | $6.8M | 19.9% | |
| Capital Research and Mgmt Co American Funds 2055 Target Date Retirement R6 Fund | Mutual Funds | — | — | $5.7M | 16.8% | |
| Capital Research and Mgmt Co American Funds 2045 Target Date Retirement R6 Fund | Mutual Funds | — | — | $5.1M | 14.9% | |
| Capital Research and Mgmt Co American Funds 2035 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.8M | 8.2% | |
| Capital Research and Mgmt Co American Funds 2060 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.7M | 7.8% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 7.2% | |
| Capital Research and Mgmt Co American Funds 2040 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.0M | 5.8% | |
| Capital Research and Mgmt Co American Funds 2030 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.1M | 3.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Large Cap Growth I Fund | Common Stocks | — | — | $1.0M | 3.0% | |
| Capital Research and Mgmt Co American Funds 2065 Target Date Retirement R6 Fund | Mutual Funds | — | — | $799K | 2.3% | |
| Vanguard Group Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $682K | 2.0% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $527K | 1.5% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $456K | 1.3% | |
| Vanguard Group Vanguard International Value Inv Fund | Mutual Funds | — | — | $292K | 0.9% | |
| Vanguard Group Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $207K | 0.6% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Global Stock I Fund | Common Stocks | — | — | $206K | 0.6% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $199K | 0.6% | |
| Capital Research and Mgmt Co American Funds New World R6 Fund | Mutual Funds | — | — | $149K | 0.4% | |
| AB LP AB Small Cap Growth Portfolio Z Fund | Mutual Funds | — | — | $133K | 0.4% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | — | $132K | 0.4% | |
| John Hancock Advisors, LLC John Hancock Disciplined Value Mid Cap R6 Fund | Other securities | — | — | $125K | 0.4% | |
| Vanguard Group Vanguard High-Yield Corporate Adm Fund | Mutual Funds | — | — | $91K | 0.3% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | — | $82K | 0.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price International Disciplined Equity I Fund | Common Stocks | — | — | $74K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $59K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities I Fund | Mutual Funds | — | — | $42K | 0.1% | |
| Guaranteed Fund Contract Principal (1) Principal Fixed Income Guaranteed Option | Other securities | — | — | $40K | 0.1% | |
| Capital Research and Mgmt Co American Funds 2010 Target Date Retirement R6 Fund | Mutual Funds | — | — | $40K | 0.1% | |
| Capital Research and Mgmt Co American Funds 2015 Target Date Retirement R6 Fund 943 Capital Research and Mgmt Co American Funds 2020 Target Date Retirement R6 Fund 947 Capital Research and Mgmt Co American Funds 2025 Target Date Retirement R6 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Capital Research and Mgmt Co American Funds® Retirement Income Portfolio - Conservative R6 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| John Hancock Advisors, LLC John Hancock Bond R6 Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ALERA INVESTMENT ADVISORS, LLC |
| 82-1301701 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | — | CONTRACT ADMINISTRATOR | $4K | — |
