Mike Hall signed Integrated Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrated Management Services' EIN is 20-2474646.
Download the official 2024 Form 5500 (PDF) for Integrated Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrated Management Services' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.7M | 22.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.9M | 9.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.9M | 9.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.8M | 8.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 7.4% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $1.2M | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 5.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $862K | 4.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $797K | 3.8% | |
| ALGER SPECTRA FUND Z | Registered Investment Companies | — | — | $419K | 2.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $289K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $225K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $214K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $184K | 0.9% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $179K | 0.9% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $165K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $140K | 0.7% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $140K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $133K | 0.6% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $131K | 0.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $125K | 0.6% | |
| AMB SHAPIRO SMID CAP EQ R5 | Registered Investment Companies | — | — | $124K | 0.6% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $119K | 0.6% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $112K | 0.5% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $109K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $70K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $55K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $45K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $30K | 0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $29K | 0.1% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| VICTORY INTEGRITY SMCAP VAL R6 | Registered Investment Companies | — | — | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
