Garey Ellis signed Inner Force TOTS Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inner Force TOTS Inc.'s EIN is 20-2445783.
Download the official 2022 Form 5500 (PDF) for Inner Force TOTS Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Inner Force TOTS 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 |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENTS | 04-3157927 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Jpmorgan Smartretirement 2025 R6 Registered Investment Company | Common Stocks | — | — | $375K | 18.7% | |
| Jpmorgan Smartretirement 2045 R6 Registered Investment Company | Common Stocks | — | — | $291K | 14.5% | |
| Jpmorgan Smartretirement 2030 R6 Registered Investment Company | Common Stocks | — | — | $266K | 13.3% | |
| Jpmorgan Smartretirement 2050 R6 Registered Investment Company | Common Stocks | — | — | $196K | 9.8% | |
| Jpmorgan Smartretirement 2035 R6 Registered Investment Company | Common Stocks | — | — | $175K | 8.7% | |
| Jpmorgan Smartretirement 2020 R6 Registered Investment Company | Common Stocks | — | — | $158K | 7.9% | |
| Jpmorgan Smartretirement 2040 R6 Registered Investment Company | Common Stocks | — | — | $158K | 7.9% | |
| Jpmorgan Smartretirement 2060 R6 Registered Investment Company | Common Stocks | — | — | $144K | 7.2% | |
| Jpmorgan Smartretirement Income R6 Registered Investment Company | Common Stocks | — | — | $89K | 4.5% | |
| Jpmorgan Smartretirement 2055 R6 Registered Investment Company | Common Stocks | — | — | $73K | 3.7% | |
| Participant Loans Interest rates at (8.75% ~ 9.00%) $0 | Bonds / Notes | — | — | $57K | 2.8% | |
| Interest-bearing cash Jpmorgan Us Government Mmkt Instl Interest-bearing cash ** $ | Cash / Money Market | — | — | $7K | 0.4% | |
| Jpmorgan Government Bond R6 Registered Investment Company | U.S. Treasuries | — | — | $3K | 0.2% | |
| Jpmorgan Investor Balanced R6 Registered Investment Company ** 511 Jpmorgan Large Cap Growth R6 Registered Investment Company ** 582 Jpmorgan Mid Cap Growth R6 Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| Jpmorgan Mid Cap Value R6 Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| Jpmorgan Equity Index R6 Registered Investment Company | Common Collective Trusts | — | — | $1K | <0.1% | |
| Jpmorgan Us Equity R6 Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| Jpmorgan International Equity R6 Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| Registered Investment Companies Jpmorgan Core Bond R6 Registered Investment Company ** $ 230 Jpmorgan Emerging Markets Equity R6 Registered Investment Company ** 245 Jpmorgan Equity Income R6 Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| Jpmorgan Us Government Mmkt Instl Registered Investment Company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
