Joseph DUEY signed Innovative Office Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Office Systems, LLC's EIN is 13-4206702.
Download the official 2024 Form 5500 (PDF) for Innovative Office Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Office Systems, LLC'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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 48-1205033 | — | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL CONSULTING SERVICES | 16-1186135 | AMHERST, NY | THIRD PARTY ADMINISTRATO | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.7M | 20.9% | |
| JP Morgan Smart Retirement Blend 2025 Fund R6 | Other securities | — | — | $1.0M | 12.8% | |
| JP Morgan Smart Retirement Blend 2045 Fund R6 | Other securities | — | — | $598K | 7.3% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $582K | 7.1% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $535K | 6.5% | |
| JP Morgan Smart Retirement Blend 2020 Fund R6 | Other securities | — | — | $494K | 6.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $487K | 5.9% | |
| JP Morgan Smart Retirement Blend 2050 Fund R6 | Other securities | — | — | $485K | 5.9% | |
| JP Morgan Smart Retirement Blend 2035 Fund R6 | Other securities | — | — | $409K | 5.0% | |
| JP Morgan Smart Retirement Blend 2030 Fund R6 | Other securities | — | — | $319K | 3.9% | |
| Prudential Jennison Growth Q | Other securities | — | — | $285K | 3.5% | |
| JP Morgan Smart Retirement Blend 2040 Fund R6 | Other securities | — | — | $128K | 1.6% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $123K | 1.5% | |
| JP Morgan Smart Retirement Blend 2055 Fund R6 | Other securities | — | — | $117K | 1.4% | |
| CMFG Stable Value A34 | Stable Value | — | — | $102K | 1.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $93K | 1.1% | |
| JP Morgan Smart Retirement Blend 2060 Fund R6 | Other securities | — | — | $76K | 0.9% | |
| Calvert Emerging Markets Equity R6 | Other securities | — | — | $75K | 0.9% | |
| TCW MetWest Total Return Bond Plan | Other securities | — | — | $68K | 0.8% | |
| JP Morgan Smart Retirement Blend Income Fund R6 | Other securities | — | — | $60K | 0.7% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
