Ted Scheffey signed Inhance Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inhance Technologies, LLC's EIN is 20-0149703.
Download the official 2024 Form 5500 (PDF) for Inhance Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inhance Technologies, LLC's plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $37K | — |
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 FID 500 INDEX | Common Collective Trusts | — | — | $5.2M | 25.2% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $2.0M | 9.6% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $1.8M | 8.8% | |
| Identity Description of Investment Cost Current Value * Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $1.5M | 7.4% | |
| Identity Description of Investment Cost Current Value Victory S EST VAL R6 | Other securities | — | — | $1.2M | 5.9% | |
| AB LG CAP GRTH Z | Other securities | — | — | $875K | 4.2% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $743K | 3.6% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $706K | 3.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $702K | 3.4% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $661K | 3.2% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $594K | 2.9% | |
| Participant Loans Interest Rate on Loans is 3.25% to 9.50% 0 | Bonds / Notes | — | — | $556K | 2.7% | |
| Invesco INVS DISC MDCP GR R6 | Mutual Funds | — | — | $463K | 2.2% | |
| Lord Abbett LD ABBETT TOT RTN R6 | Mutual Funds | — | — | $452K | 2.2% | |
| Lincoln Stable Value Fund | Stable Value | — | — | $417K | 2.0% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $377K | 1.8% | |
| Putnam SM CAP GR R6 | Mutual Funds | — | — | $370K | 1.8% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $367K | 1.8% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $355K | 1.7% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $317K | 1.5% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | — | $302K | 1.5% | |
| Cohen and Steers C&S REALTY SHARES Z | Other securities | — | — | $188K | 0.9% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $152K | 0.7% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $81K | 0.4% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $63K | 0.3% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $63K | 0.3% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $51K | 0.2% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $50K | 0.2% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $48K | 0.2% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $10K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $5K | <0.1% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| RILEY CPA | 76-0560371 | — | ACCOUNTANT/AUDITOR | $6K | — |
