Corvias Corporate Services, LLC's EIN is 92-2174940.
Download the official 2024 Form 5500 (PDF) for Corvias Corporate Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corvias Corporate Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $35K | — |
| RELIANCE TRUST COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $48.2M | 61.9% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 80 | Other securities | — | — | $17.1M | 22.0% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 60 | Other securities | — | — | $10.8M | 13.9% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 70 | Other securities | — | — | $9.7M | 12.5% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 40 | Other securities | — | — | $7.1M | 9.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.5M | 7.0% | |
| T. Rowe Price Instl Large Cap Core Growth | Other securities | — | — | $4.4M | 5.6% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $3.5M | 4.5% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 99 | Other securities | — | — | $3.0M | 3.9% | |
| Vanguard Prime Money Market | Mutual Funds | — | — | $2.3M | 2.9% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $2.1M | 2.7% | |
| JPMorgan US Equity R5 | Other securities | — | — | $1.8M | 2.3% | |
| Participants | Other securities | — | — | $1.6M | 2.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $1.2M | 1.5% | |
| Massmutual Mid Cap Growth Fund | Other securities | — | — | $996K | 1.3% | |
| American Funds EuroPacific Gr R5 | Mutual Funds | — | — | $938K | 1.2% | |
| Metropolitan West Total Return Bond I | Other securities | — | — | $880K | 1.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $795K | 1.0% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $750K | 1.0% | |
| Pimco Income Instl | Mutual Funds | — | — | $635K | 0.8% | |
| AB Small Cap Growth Portfolio Class Z | Other securities | — | — | $553K | 0.7% | |
| Vanguard Short Term Investment Grade Fund | Mutual Funds | — | — | $536K | 0.7% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $513K | 0.7% | |
| Columbia Small Cap Value Fund II S | Other securities | — | — | $479K | 0.6% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $366K | 0.5% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 50 | Other securities | — | — | $315K | 0.4% | |
| Reliance Advisory Trust Portfolios Investment Advisory Account 20 | Other securities | — | — | $104K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 58-1428634 |
| — |
| NONE |
| $14K |
| — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | NONE | $13K | — |
