Bruce Hayes signed Indiana Professional Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indiana Professional Management Group, Inc.'s EIN is 20-2603894.
Download the official 2024 Form 5500 (PDF) for Indiana Professional Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indiana Professional Management Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $39K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $700 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 12,365 shares | Common Collective Trusts | — | $12K | $2.5M | 24.9% | |
| American Funds New World R6 18,865 shares | Mutual Funds | — | $19K | $1.5M | 14.3% | |
| Fidelity International Index Fund 26,782 shares | Common Collective Trusts | — | $27K | $1.3M | 12.5% | |
| Fidelity US Bond Index Fund 115,880 shares | Common Collective Trusts | — | $116K | $1.2M | 11.7% | |
| Fidelity Mid Cap Index Fund 19,543 shares | Common Collective Trusts | — | $20K | $660K | 6.5% | |
| T. Rowe Price Retirement 2060 Fund I 6 shares 97 T. Rowe Price Retirement Balanced Fund I 13 shares 169 Vanguard Treasury Money Market Fund 558,693 shares | Mutual Funds | — | $559K | $561K | 5.5% | |
| Fidelity Small Cap Index Fund 20,037 shares | Common Collective Trusts | — | $20K | $555K | 5.5% | |
| J. P. Morgan Equity Income R6 Fund 14,285 shares | Other securities | — | $14K | $342K | 3.4% | |
| Dodge & Cox Balanced Fund 2,452 shares | Mutual Funds | — | $2K | $249K | 2.5% | |
| Baird Aggregate Bond Institutional Fund 20,032 shares | Other securities | — | $20K | $193K | 1.9% | |
| Cohen & Steers Realty Shares Fund 3,922 shares | Other securities | — | $4K | $188K | 1.9% | |
| Lord Abbett Bond Debenture R6 Fund 22,121 shares | U.S. Treasuries | — | $22K | $157K | 1.5% | |
| Victory Sycamore Established Value Fund 3,066 shares | Other securities | — | $3K | $141K | 1.4% | |
| MFS International Equity R6 Fund 3,978 shares | Mutual Funds | — | $4K | $135K | 1.3% | |
| ALPS Smith Short Duration Bond I Fund 12,677 shares | Mutual Funds | — | $13K | $129K | 1.3% | |
| Goldman Sachs Stable Value 1 share 1 Harbor Capital Appreciation Retirement Fund 1,045 shares | Stable Value | — | $1K | $119K | 1.2% | |
| MFS New Discovery Value R6 Fund 4,205 shares | Mutual Funds | — | $4K | $77K | 0.8% | |
| T. Rowe Price Retirement 2025 Fund I 4,471 shares | Other securities | — | $4K | $74K | 0.7% | |
| T. Rowe Price Retirement 2035 Fund I 47 shares 980 T. Rowe Price Retirement 2040 Fund I 1,996 shares | Other securities | — | $2K | $61K | 0.6% | |
| Champlain Mid Cap Institutional Fund 1,081 shares | Other securities | — | $1K | $26K | 0.3% | |
| Conestoga Small Cap Institutional Fund 247 shares | Other securities | — | — | $20K | 0.2% | |
| T. Rowe Price Retirement 2055 Fund I 880 shares | Other securities | — | — | $18K | 0.2% | |
| T. Rowe Price Retirement 2030 Fund I 379 shares | Other securities | — | — | $10K | <0.1% | |
| T. Rowe Price Retirement 2045 Fund I 153 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $14K |
| — |
