Imagination the Americas Inc.'s EIN is 13-3520095.
Download the official 2024 Form 5500 (PDF) for Imagination the Americas Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imagination the Americas 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
| EMPOWER ADVISORY GROUP LLC | 84-1532243 | GREENWOOD, CO | INVESTMENT MGMT | $870 | — |
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | RECORDKEEPER | $3 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Indx Registered Investment Companies | Mutual Funds | — | — | $3.2M | 27.0% | |
| Jpm Lgcap Gr R6 Registered Investment Companies | Other securities | — | — | $2.1M | 17.8% | |
| Jpm Mdcap Gr R6 Registered Investment Companies | Other securities | — | — | $1.3M | 11.4% | |
| Allspr Cor Bd R6 Registered Investment Companies | Other securities | — | — | $1.2M | 10.5% | |
| Amcent Smcap Gr R6 Registered Investment Companies | Other securities | — | — | $1.1M | 9.5% | |
| Blackrock Lifepath Index 2035 Fund Class K Shares Registered Investment Companies 904 Blackrock Lifepath Index 2045 Fund Class K Shares Registered Investment Companies 772 Fid Intl Capapp K6 Registered Investment Companies | Mutual Funds | — | — | $1.0M | 8.9% | |
| Invsco Comstk R5 Registered Investment Companies | Common Stocks | — | — | $1.0M | 8.8% | |
| Fed Hrms Gov Oblgtns Prmr Registered Investment Companies | Other securities | — | — | $529K | 4.5% | |
| Fid Mdcap Indx Registered Investment Companies 537 Fid Smcap Indx Registered Investment Companies 534 Fid Us Bd Indx Registered Investment Companies | Mutual Funds | — | — | $144K | 1.2% | |
| Loan Interest Rates from 4.25%-9.50% | Bonds / Notes | — | — | $32K | 0.3% | |
| Vngrd Ttl Intlstkindx Adml Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| MFS VALUE R3 MASSCHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM S&P 500 (R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ULTRA INV AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE INTERNATIONAL GROWTH FI FRANKLIN TEMPLETON INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN MID CAP GROWTH R3 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS GROWTH I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG ISLAND EMPLOYEE BENEFITS | 11-2931438 | HUNTINGTON, NY | CONTRACT ADMIN | $150 | — |
| LONG ISLAND EMPLOYEE BENEFITS GROUP | 11-2931438 | HUNTINGTON, NY | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT MGMT | $9K | — |
