JILL Brugman signed Exaktime Innovations, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exaktime Innovations, Inc.'s EIN is 01-0552589.
Download the official 2024 Form 5500 (PDF) for Exaktime Innovations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exaktime Innovations, Inc.'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 |
|---|---|---|---|---|---|
| ADMINISTRATIVE GROUP, LLC DBA TAG | 42-1484983 | — | RECORDKEEPER | $16K | — |
| PINNACLE PLAN DESIGN, LLC | 20-3970947 | — | RECORDKEEPER | $12K | — |
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $835 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY |
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.
| 71-0294708 |
| — |
| RECORDKEEPER |
| $350 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | INVESTMENT ADVISORY - PLA | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCOTT MILLER CPA & ASSOCIATES INC | 87-3523115 | — | AUDIT | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Large Cap Growth Fund R6 | Other securities | — | — | $3.5M | 20.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 9.2% | |
| Voya Corporate Leaders 100 Fund R6 | Other securities | — | — | $1.3M | 7.3% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.5% | |
| Vanguard Growth Index Fund Admiral Class | Common Collective Trusts | — | — | $1.1M | 6.3% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $803K | 4.6% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $738K | 4.3% | |
| Harbor International Fund Retirement Class | Other securities | — | — | $723K | 4.2% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account B | Common Stocks | — | — | $599K | 3.5% | |
| Voya Small Cap Growth Fund R6 | Other securities | — | — | $580K | 3.4% | |
| BlackRock iShares MSCI EAFE International Index Fund K | Common Collective Trusts | — | — | $473K | 2.7% | |
| Vanguard Balanced Index Fund Admiral Class | Common Collective Trusts | — | — | $467K | 2.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Class | Common Collective Trusts | — | — | $376K | 2.2% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $346K | 2.0% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $303K | 1.8% | |
| Vanguard Real Estate Index Fund Admiral Class | Common Collective Trusts | — | — | $284K | 1.6% | |
| PGIM Investments PGIM Jennison Natural Resources Fund R6 ** 45 PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $279K | 1.6% | |
| Vanguard Small Cap Value Index Fund Admiral Class | Common Collective Trusts | — | — | $275K | 1.6% | |
| Voya Government Money Market Fund A | Cash / Money Market | — | — | $269K | 1.6% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $256K | 1.5% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $198K | 1.1% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $178K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $154K | 0.9% | |
| First Eagle First Eagle Global Fund R6 | Other securities | — | — | $133K | 0.8% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $123K | 0.7% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $120K | 0.7% | |
| BlackRock High Yield Portfolio K | Other securities | — | — | $116K | 0.7% | |
| Macquarie Science and Technology Fund R6 | Other securities | — | — | $113K | 0.7% | |
| BlackRock Health Sciences Opportunities Portfolio K | Other securities | — | — | $102K | 0.6% | |
| Participant Loans Interest rates range from 4.5% to 9.5% | Bonds / Notes | — | — | $88K | 0.5% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $86K | 0.5% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $67K | 0.4% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) I | Mutual Funds | — | — | $46K | 0.3% | |
| MFS Utilities Fund R6 | Mutual Funds | — | — | $17K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| MyCompass Amer Fds 2065 Fd R Common Collective Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO CONVERTIBLE SECURITIES RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE RET WITH J TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2025 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2030 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2035 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2040 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2050 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2045 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2055 WITH TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD PACIFIC STOCK INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LONG DURATION RET ACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA STABLE VALUE ADVANTAGE TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
