LEAH Mix signed Ibasis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ibasis, Inc.'s EIN is 04-3332534.
Download the official 2024 Form 5500 (PDF) for Ibasis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ibasis, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS GROWTH R3 | Mutual Funds | — | — | $12.5M | 26.9% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $5.4M | 11.8% | |
| Victory Capital VICTORY S ESTB VAL I | Other securities | — | — | $3.8M | 8.3% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $2.7M | 5.8% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $2.3M | 5.1% | |
| Fidelity MIP CL 1 | Mutual Funds | — | — | $2.0M | 4.4% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $2.0M | 4.3% | |
| MFS INTL DIVRSN R3 | Mutual Funds | — | — | $2.0M | 4.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| Baird CORE PLUS INST | Other securities | — | — | $1.4M | 3.0% | |
| Mass Mutual MM MID CAP GRTH R5 | Other securities | — | — | $1.3M | 2.8% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity FID SMALL CAP GROWTH K6 | Mutual Funds | — | — | $1.1M | 2.3% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $1.0M | 2.3% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $1.0M | 2.2% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $969K | 2.1% | |
| Vanguard VANG INFL PROT ADM | Mutual Funds | — | — | $904K | 2.0% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $881K | 1.9% | |
| JP Morgan JPM EQUITY INCOME R6 | Other securities | — | — | $751K | 1.6% | |
| American Beacon ABF SM CAP VAL R5 | Other securities | — | — | $637K | 1.4% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $622K | 1.3% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $486K | 1.0% | |
| Fidelity FID FREEDOM 2010 K | Mutual Funds | — | — | $407K | 0.9% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $343K | 0.7% | |
| Fidelity FID FREEDOM INC K | Mutual Funds | — | — | $242K | 0.5% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $183K | 0.4% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $166K | 0.4% | |
| Participants Notes Receivable Participant Loans Interest Rates of 4.25% to 9.50% | Bonds / Notes | — | — | $79K | 0.2% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $75K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
