Erica Kennedy signed On Target Internet Solutions I, LP Topspot IMS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
On Target Internet Solutions I, LP Topspot IMS' EIN is 20-0844703.
Download the official 2024 Form 5500 (PDF) for On Target Internet Solutions I, LP Topspot IMS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)On Target Internet Solutions I, LP Topspot IMS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.5M | 29.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.0M | 19.5% | |
| Fidelity Management & Research Co LLC Fidelity 500 Index | Common Collective Trusts | — | — | $427K | 8.0% | |
| PUTNAM RETIREMENT ADVANTAGE MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $368K | 6.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $332K | 6.2% | |
| Fidelity Management & Research Co LLC Fidelity Small Cap Index | Mutual Funds | — | — | $236K | 4.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $203K | 3.8% | |
| J.P. Morgan Investment Management, Inc. JPMorgan Us Research Enhanced Equity R6 | Common Stocks | — | — | $179K | 3.4% | |
| Pacific Investment Management Company, LLC PIMCO Income Instl ** 3 * Great West Life & Annuity Ins. Co. GWI Fixed Account - Series Class I | Mutual Funds | — | — | $121K | 2.3% | |
| AllianceBernstein L.P. AB Large Cap Growth Adv | Other securities | — | — | $113K | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $112K | 2.1% | |
| Putnam Investment Management, LLC Putnam Dynamic Asset Allocation Growth Y | Mutual Funds | — | — | $103K | 1.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $90K | 1.7% | |
| Fidelity Management & Research Co LLC Fidelity International Index | Mutual Funds | — | — | $90K | 1.7% | |
| Fidelity Management & Research Co LLC Fidelity Advisor Total Bond I | Mutual Funds | — | — | $73K | 1.4% | |
| Fidelity Management & Research Co LLC Fidelity Mid Cap Index | Mutual Funds | — | — | $61K | 1.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $40K | 0.7% | |
| Virtus Investment Advisers, Inc. Virtus KAR Mid Cap Core R6 | Common Stocks | — | — | $33K | 0.6% | |
| Massachusetts Financial Services Company MFS Mid Cap Value R6 | Mutual Funds | — | — | $29K | 0.6% | |
| Janus Henderson Investors US LLC Janus Henderson Triton N | Mutual Funds | — | — | $28K | 0.5% | |
| J.P. Morgan Investment Management, Inc. JPMorgan Emerging Markets Equity R6 | Common Stocks | — | — | $21K | 0.4% | |
| Allspring Funds Management LLC Allspring Special Small Cap Value R6 | Other securities | — | — | $17K | 0.3% | |
| Manning & Napier Advisors, LLC Manning & Napier High Yield Bond I | Other securities | — | — | $14K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $13K | 0.2% | |
| Massachusetts Financial Services Company MFS Value R6 | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Management & Research Co LLC Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $6K | 0.1% | |
| Hartford Funds Management Company, LLC Hartford International Opportunities R6 | Common Stocks | — | — | $6K | 0.1% | |
| Fidelity Management & Research Co LLC Fidelity US Bond Index | Mutual Funds | — | — | $6K | 0.1% | |
| Putnam Investment Management, LLC Putnam Dynamic Asset Allocation Bal Y | Mutual Funds | — | — | $5K | 0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $5K | <0.1% | |
| Columbia Mgmt Investment Advisers, LLC Columbia Overseas Value Instl 3 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
