JEFF Geary signed Infinity Pharmaceuticals, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinity Pharmaceuticals, Inc.'s EIN is 04-3549480.
Download the official 2022 Form 5500 (PDF) for Infinity Pharmaceuticals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Infinity Pharmaceuticals, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $349 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Price LargeCap Growth I R5 Fund Registered Investment Company | Common Stocks | — | — | $3.2M | 18.0% | |
| PRIN LIFETIME HYB 2040 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.4M | 7.7% | |
| Principal LargeCap S&P 500 Index R5 Fund Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 7.0% | |
| PRIN LIFETIME HYB 2045 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 6.7% | |
| PRIN LIFETIME HYB 2030 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.2M | 6.6% | |
| MFS Value R3 Fund Registered Investment Company | Mutual Funds | — | — | $927K | 5.3% | |
| PRIN LIFETIME HYB 2025 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $916K | 5.2% | |
| PRIN LIFETIME HYB 2035 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $873K | 5.0% | |
| Fidelity Advantage Strategic Income A Fund Registered Investment Company | Mutual Funds | — | — | $799K | 4.6% | |
| Hartford Midcap R4 Fund Registered Investment Company | Common Stocks | — | — | $760K | 4.3% | |
| Principal MidCap S&P 400 Index R5 Fund Registered Investment Company | Common Stocks | — | — | $686K | 3.9% | |
| Principal International Equity Idx R5 Fd+ Registered Investment Company | Common Collective Trusts | — | — | $663K | 3.8% | |
| MFS Intl New Discovery R4 Fd Registered Investment Company | Mutual Funds | — | — | $548K | 3.1% | |
| Janus Henderson Triton S Registered Investment Company | Mutual Funds | — | — | $482K | 2.7% | |
| Principal Life Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $479K | 2.7% | |
| Allspring Special Mid Cap Value A Registered Investment Company | Common Stocks | — | — | $468K | 2.7% | |
| Alliance Bernstein Discovery Value A Fund Registered Investment Company | Common Stocks | — | — | $440K | 2.5% | |
| PRIN LIFETIME HYB 2050 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $428K | 2.4% | |
| Principal SmallCap S&P 600 Index R5 Fund+ Registered Investment Company | Common Stocks | — | — | $316K | 1.8% | |
| PRIN LIFETIME HYB 2055 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $200K | 1.1% | |
| American Fds New World R4 Fund Registered Investment Company | Common Stocks | — | — | $160K | 0.9% | |
| December 31, 2022 | Other securities | — | — | $147K | 0.8% | |
| PRIN LIFETIME HYB 2060 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $71K | 0.4% | |
| (E) | Other securities | — | — | $71K | 0.4% | |
| PRIN LIFETIME HYB 2020 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $28K | 0.2% | |
| PRIN LIFETIME HYB INC CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $22K | 0.1% | |
| PRIN LIFETIME HYB 2010 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| (D)Cost | Other securities | — | — | $9K | <0.1% | |
| (D)Cost | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
