Roger Dutkin signed The Institute of Electrical and Electronics Engineers,Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Institute of Electrical and Electronics Engineers,Inc.'s EIN is 13-1656633.
Download the official 2024 Form 5500 (PDF) for The Institute of Electrical and Electronics Engineers,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Institute of Electrical and Electronics Engineers,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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $201 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $98.1M | 15.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $84.3M | 13.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $73.8M | 11.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $65.3M | 10.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $42.9M | 6.9% | |
| JP Morgan Large Cap Growth R6 # | Mutual Funds | — | — | $37.9M | 6.1% | |
| Vanguard Institutional Index Fund Institutional # | Common Collective Trusts | — | — | $36.8M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $26.6M | 4.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $24.5M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $23.3M | 3.7% | |
| T. Rowe Price Mid-Cap Growth Fund # | Other securities | — | — | $19.7M | 3.2% | |
| T. Rowe Price Equity Income Fund # | Other securities | — | — | $11.5M | 1.8% | |
| T. ROWE PRICE U.S. SMALL-CAP VALUE T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $10.5M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.9M | 1.4% | |
| Vanguard Total Bond Market Index Fund Institutional # | Common Collective Trusts | — | — | $8.6M | 1.4% | |
| Vanguard Total International Stock Index Fund Institutional # | Common Collective Trusts | — | — | $7.6M | 1.2% | |
| FIAM CORE PLUS CLASS F FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $6.9M | 1.1% | |
| Self-Directed Brokerage Accounts Schwab Personal Choice Retirement Account # | Self-Directed Brokerage | — | — | $6.6M | 1.1% | |
| Vanguard Extended Market Index Fund Institutional # | Common Collective Trusts | — | — | $6.5M | 1.1% | |
| maturing at various dates through 2048 # | Other securities | — | — | $4.5M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| American Funds International Growth and Income Fund Class R-6 # | Mutual Funds | — | — | $3.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| Money Market Fund Vanguard Treasury Money Market Fund # | Mutual Funds | — | — | $164K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
