Lucinda AKEL signed Evertrue, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Evertrue, Inc.'s EIN is 90-0810465.
Download the official 2024 Form 5500 (PDF) for Evertrue, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Evertrue, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $301 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $14.2M | 99.1% | |
| TRPRICE RET BLEND SELCT TRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $3.0M | 21.1% | |
| TRPRICE RET BLEND SELCT TRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $2.8M | 19.9% | |
| TRPRICE RET BLEND SELCT TRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $2.1M | 14.9% | |
| TRPRICE RET BLEND SELCT TRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.5M | 10.6% | |
| TRPRICE RET BLEND SELCT TRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.1M | 7.4% | |
| TRPRICE RET BLEND SELCT TRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $945K | 6.6% | |
| TRPRICE RET BLEND SELCT TRST 2040 1 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $692K | 4.8% | |
| TRPRICE RET BLEND SELCT TRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $226K | 1.6% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $197K | 1.4% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $185K | 1.3% | |
| TRPRICE RET BLEND SELCT TRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $92K | 0.6% | |
| TRPRICE RET BLEND SELCT TRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $56K | 0.4% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $55K | 0.4% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% | |
| SM CAP VALUE FUND III FEE CLASS R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
| — |
| JERSEY CITY, NJ |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $10K | — |
