Shane Coughlin signed Infusion Upstate NY, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infusion Upstate NY, Inc.'s EIN is 16-1112200.
Download the official 2024 Form 5500 (PDF) for Infusion Upstate NY, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infusion Upstate NY, 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 |
|---|---|---|---|---|---|
| WNY ASSET MANAGEMENT LLC | 16-1597054 | — | INVESTMENT AD VISORY | $24K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $2.2M | 17.8% | |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $2.2M | 17.5% | |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $1.3M | 10.6% | |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $796K | 6.4% | |
| Capital Research and Management Co. American Funds American Balanced Fund Mutual Funds | Mutual Funds | — | — | $666K | 5.3% | |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $626K | 5.0% | |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $606K | 4.9% | |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $594K | 4.8% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $422K | 3.4% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $402K | 3.2% | |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $361K | 2.9% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $331K | 2.6% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $307K | 2.5% | |
| Fidelity Large Cap Value Index Mutual Funds | Mutual Funds | — | — | $298K | 2.4% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $163K | 1.3% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $138K | 1.1% | |
| Fidelity Mid Cap Growth Index Mutual Funds | Mutual Funds | — | — | $123K | 1.0% | |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $111K | 0.9% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $103K | 0.8% | |
| Participant Loans 5.25% - 10.50% | Bonds / Notes | — | — | $99K | 0.8% | |
| PIMCO Income Fund Mutual Funds | Mutual Funds | — | — | $65K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Fund Mutual Funds | Mutual Funds | — | — | $64K | 0.5% | |
| Fidelity Inflation Protected Bond Index Mutual Funds | Mutual Funds | — | — | $58K | 0.5% | |
| American Funds Capital Income Builder Fund Mutual Funds | Mutual Funds | — | — | $49K | 0.4% | |
| Fidelity Mid Cap Value Index Mutual Funds | Mutual Funds | — | — | $48K | 0.4% | |
| DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | — | — | $40K | 0.3% | |
| PGIM High-Yield Fund Mutual Funds | Other securities | — | — | $39K | 0.3% | |
| iShares Developed Real Estate Index Fund Mutual Funds | Common Collective Trusts | — | — | $35K | 0.3% | |
| PIMCO RAE US Small Fund Mutual Funds | Mutual Funds | — | — | $32K | 0.3% | |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $30K | 0.2% | |
| MFS Investment Management MFS International Growth Fund Mutual Funds | Mutual Funds | — | — | $29K | 0.2% | |
| Empower Annuity Insurance Co. EI Fixed Account - Series Class I Fixed Annuities | Common Stocks | — | — | $28K | 0.2% | |
| Fidelity Small Cap Growth Index Mutual Funds | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Small Cap Value Index Mutual Funds | Mutual Funds | — | — | $20K | 0.2% | |
| BlackRock Advisors, LLC BlackRock Mid-Cap Value Fund Mutual Funds | Other securities | — | — | $8K | <0.1% | |
| PRUDENTIAL DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | — | — | $0 | <0.1% |
