Zhanna Reznik signed Important Steps, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Important Steps, Inc.'s EIN is 11-3693212.
Download the official 2024 Form 5500 (PDF) for Important Steps, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Important Steps, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Select Risk: Moderate Investor A Mutual Fund | Mutual Funds | — | — | $234K | 40.2% | |
| Invesco Discovery Large Cap. A Mutual Fund | Mutual Funds | — | — | $163K | 28.1% | |
| Invesco Main Street A Mutual Fund | Mutual Funds | — | — | $43K | 7.4% | |
| Invesco International Growth A Mutual Fund | Mutual Funds | — | — | $43K | 7.3% | |
| Participants Loans | Participant loans | — | — | $42K | 7.2% | |
| Invesco Government Money Market A Mutual Fund 17 Invesco Real Estate A Mutual Fund | Mutual Funds | — | — | $24K | 4.2% | |
| Invesco Global A Mutual Fund | Mutual Funds | — | — | $15K | 2.6% | |
| Invesco High Growth Investor A Mutual Fund | Mutual Funds | — | — | $12K | 2.1% | |
| Invesco Comstock Select A Mutual Fund | Mutual Funds | — | — | $5K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
