Edward KIDD signed Innovative Defense Technologies,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Defense Technologies,'s EIN is 20-3575585.
Download the official 2024 Form 5500 (PDF) for Innovative Defense Technologies, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Defense Technologies,'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $81K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $10.1M | 15.3% | |
| BlackRock Lifepath 2055 Fund | Other securities | — | — | $7.9M | 12.0% | |
| BlackRock Lifepath 2045 Fund | Other securities | — | — | $6.2M | 9.4% | |
| BlackRock Lifepath 2050 Fund | Other securities | — | — | $5.9M | 8.8% | |
| AMF Growth Fund of America | Other securities | — | — | $4.2M | 6.3% | |
| BlackRock Lifepath 2040 Fund | Other securities | — | — | $3.2M | 4.8% | |
| BlackRock Lifepath 2060 Fund | Other securities | — | — | $2.7M | 4.1% | |
| BlackRock Lifepath RET Fund | Other securities | — | — | $2.6M | 3.9% | |
| BlackRock Lifepath 2030 Fund | Other securities | — | — | $2.5M | 3.7% | |
| MFS Value Fund | Mutual Funds | — | — | $2.5M | 3.7% | |
| BlackRock Lifepath 2035 Fund | Other securities | — | — | $1.8M | 2.7% | |
| I Shares Russell Midcap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| T Rowe Large Cap Growth Fund | Other securities | — | — | $1.7M | 2.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.6M | 2.5% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.6M | 2.5% | |
| I Shares Russell 2000 Fund | Common Collective Trusts | — | — | $1.6M | 2.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.5M | 2.3% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $992K | 1.5% | |
| I Shares MSCI EAFE INTL Index Fund | Common Collective Trusts | — | — | $840K | 1.3% | |
| BlackRock Liquidity T-Fund Premier Fund | Other securities | — | — | $794K | 1.2% | |
| American Funds Amer Balanced Fund | Mutual Funds | — | — | $628K | 0.9% | |
| BlackRock Lifepath 2065 Fund | Other securities | — | — | $609K | 0.9% | |
| Calvert U.S. LC Core Resp Indx Fund | Other securities | — | — | $398K | 0.6% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $395K | 0.6% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $369K | 0.6% | |
| Undisc MGRS Behavioral Value Fund | Other securities | — | — | $330K | 0.5% | |
| I Shares U.S. Aggregate BD Index Fund | Common Collective Trusts | — | — | $327K | 0.5% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $327K | 0.5% | |
| American Funds Europac Growth Fund | Mutual Funds | — | — | $325K | 0.5% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $305K | 0.5% | |
| PGIM High Yield Fund | Other securities | — | — | $281K | 0.4% | |
| American Funds Investment Company Fund | Mutual Funds | — | — | $267K | 0.4% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $265K | 0.4% | |
| Vanguard Dividend Appreciation Index Fund | Common Collective Trusts | — | — | $265K | 0.4% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $245K | 0.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $145K | 0.2% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $145K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $145K | 0.2% | |
| Columbia U.S. Treasury Index I3 Fund | Registered Investment Companies | — | — | $108K | 0.2% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $105K | 0.2% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $92K | 0.1% | |
| Ariel Institutional Fund | Registered Investment Companies | — | — | $71K | 0.1% | |
| American Funds Fundament Investment Fund | Mutual Funds | — | — | $44K | <0.1% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $36K | <0.1% | |
| Vanguard FTSE All-World ex-US Index Fund | Common Collective Trusts | — | — | $34K | <0.1% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $34K | <0.1% | |
| Pimco Real Return Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Pimco Intl Bond USD HDGD Fund | Mutual Funds | — | — | $10K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $145K |
| — |
