JULI Gillespie signed IMEG Consultants Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IMEG Consultants Corp.'s EIN is 15-0284110.
Download the official 2024 Form 5500 (PDF) for IMEG Consultants Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMEG Consultants Corp.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $244K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DEGREE ADVISORS, INC. | 33-0940439 |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY GROWTH COMPANY FUND | Registered Investment Companies | — | — | $60.1M | 15.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $50.0M | 13.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $19.6M | 5.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $19.4M | 5.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $15.8M | 4.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $14.8M | 3.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $14.7M | 3.9% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $14.6M | 3.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $14.2M | 3.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $13.3M | 3.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $12.2M | 3.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $11.3M | 3.0% | |
| JAN HEND ENTERPRISE CF III WILMINGTON TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $10.7M | 2.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $10.6M | 2.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $9.9M | 2.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $9.8M | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $9.7M | 2.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $8.8M | 2.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $8.7M | 2.3% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $7.5M | 2.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $6.1M | 1.6% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $5.4M | 1.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $4.8M | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3.6M | 1.0% | |
| TRP INTEGRATED US SC GR EQ INV | Registered Investment Companies | — | — | $3.3M | 0.9% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 0.8% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $2.9M | 0.8% | |
| LA SH DUR CREDIT TR II R WILMINGTON TRUST COMPANY · EIN 82-1116174 / PN 322 | Common Collective Trust | — | — | $2.8M | 0.7% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $2.3M | 0.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $2.3M | 0.6% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $1.9M | 0.5% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $1.9M | 0.5% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 0.4% | |
| AB US LG CAP GR P-1 WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $374K | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH R | Registered Investment Companies | — | — | $107K | <0.1% | |
| INVESTMENTS GREAT WEST GUARANTEED PORT | OTHER | — | — | $98K | <0.1% | |
| JOHN HANCOCK STABLE VALUE I6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $53K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $70K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $99 | — |
