Anthony Schullo signed Innovation Group North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovation Group North America, Inc.'s EIN is 20-1110848.
Download the official 2024 Form 5500 (PDF) for Innovation Group North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovation Group North America, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $1.2M | $1.4M | 26.5% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $638K | $715K | 13.2% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $577K | $695K | 12.8% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $471K | $471K | 8.7% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $394K | $432K | 8.0% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $276K | $339K | 6.3% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $266K | $282K | 5.2% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $199K | $239K | 4.4% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $175K | $206K | 3.8% | |
| VRTS K SM-CP CORE R6 | Other securities | — | $146K | $178K | 3.3% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $88K | $104K | 1.9% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $76K | $82K | 1.5% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $60K | $62K | 1.1% | |
| FID 500 INDEX | Common Collective Trusts | — | $44K | $58K | 1.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $50K | 0.9% | |
| AF NEW PERSPECT R6 | Other securities | — | $16K | $19K | 0.3% | |
| AF BOND FD AMER R6 | Other securities | — | $16K | $16K | 0.3% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $11K | $13K | 0.2% | |
| FID INTL INDEX | Mutual Funds | — | $12K | $11K | 0.2% | |
| INVS COMSTOCK Y | Other securities | — | $10K | $10K | 0.2% | |
| FID DIVERSIFD INTL K | Mutual Funds | — | $2K | $2K | <0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $609 | $653 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
