Inovex Information Systems' EIN is 20-0789181.
Download the official 2024 Form 5500 (PDF) for Inovex Information Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inovex Information Systems' 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 CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MOD 2035 FUND CL R6 GREAT GRAY · EIN 81-4386547 / PN 307 | Common Collective Trust | — | — | $15.8M | 17.6% | |
| INDEXSELECT MOD 2045 FUND CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $15.5M | 17.3% | |
| INDEXSELECT MOD 2055 FUND CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $12.2M | 13.6% | |
| IndexSelect Moderate Retirement Fund Collective Trust NR | Common Collective Trusts | — | — | $7.6M | 8.5% | |
| INDEXSELECT MOD RETIRE FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $7.6M | 8.5% | |
| iShares Russell 1000 Large-Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $6.7M | 7.5% | |
| Empower Investments Fixed Account Guaranteed Investment Contract NR | Stable Value | — | — | $2.7M | 3.0% | |
| BlackRock Technology Opportunities Fund Mutual Fund NR | Other securities | — | — | $2.7M | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $2.6M | 2.9% | |
| MFS Growth Fund Mutual Fund NR | Mutual Funds | — | — | $2.5M | 2.8% | |
| INDEXSELECT MOD 2065 FUND CL R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| iShares Russell 2000 Small-Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| iShares U.S. Aggregate Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| INDEXSELECT AGG 2045 FUND CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $1.0M | 1.2% | |
| JPMorgan U.S. Research Enhanced Equity Fund Mutual Fund NR | Other securities | — | — | $1.0M | 1.1% | |
| INDEXSELECT AGGR 2055 FUND CL R6 GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $770K | 0.9% | |
| T. Rowe Price Value Fund Mutual Fund NR | Other securities | — | — | $757K | 0.8% | |
| PIMCO Income Fund Mutual Fund NR | Mutual Funds | — | — | $714K | 0.8% | |
| Various, bearing interest from * Participant loans 3.25% - 9.50% - | Bonds / Notes | — | — | $693K | 0.8% | |
| BlackRock High Yield Portfolio Fund Mutual Fund NR | Other securities | — | — | $627K | 0.7% | |
| IndexSelect Aggressive Retirement Fund Collective Trust NR | Common Collective Trusts | — | — | $544K | 0.6% | |
| INDEXSELECT AGG RETIRE FUND CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $544K | 0.6% | |
| Principal SmallCap Growth Fund Mutual Fund NR | Other securities | — | — | $531K | 0.6% | |
| INDEXSELECT AGG 2035 FUND CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $522K | 0.6% | |
| American Funds New Perspective Fund Mutual Fund NR | Mutual Funds | — | — | $423K | 0.5% | |
| Columbia Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $361K | 0.4% | |
| Goldman Sachs International Equity Insights Fund Mutual Fund NR | Other securities | — | — | $268K | 0.3% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | Other securities | — | — | $261K | 0.3% | |
| BNY Mellon Small/Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $219K | 0.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | Mutual Funds | — | — | $166K | 0.2% | |
| T.Rowe Price Overseas Stock Fund Mutual Fund NR | Other securities | — | — | $153K | 0.2% | |
| DFA International Real Estate Securities Portfolio Mutual Fund NR | Mutual Funds | — | — | $151K | 0.2% | |
| DFA Commodity Strategy Fund Mutual Fund NR | Mutual Funds | — | — | $135K | 0.2% | |
| INDEXSELECT AGG 2065 FUND CL R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $108K | 0.1% | |
| American Funds Inflation Linked Bond Fund Mutual Fund NR | Mutual Funds | — | — | $101K | 0.1% | |
| JPMorgan Core Bond Fund Mutual Fund NR | Other securities | — | — | $98K | 0.1% | |
| PIMCO International Bond Fund Mutual Fund NR | Mutual Funds | — | — | $62K | <0.1% | |
| Fidelity Advisor Energy Fund Mutual Fund NR | Mutual Funds | — | — | $48K | <0.1% | |
| INDEXSELECT CONS 2055 FUND CL R6 GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $25K | <0.1% | |
| IndexSelect Conservative 2065 Fund Collective Trust NR 799 IndexSelect Conservative Retirement Fund Collective Trust NR | Common Collective Trusts | — | — | $24K | <0.1% | |
| INDEXSELECT CONS RET FUND CL R6 GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $24K | <0.1% | |
| INDEXSELECT CONS 2035 FUND CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT CONS 2065 FUND CL R6 GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $799 | <0.1% | |
| INDEXSELECT MOD 2025 FUND CL R6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGG 2025 FUND CL R6 GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONS 2025 FUND CL R6 GREAT GRAY · EIN 38-7275307 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES, INC. | 52-1053785 | COLUMBIA, MD | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | SERVICE PROVIDER | $67K | — |
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | OTHER SERVICES | $0 | — |
