Steven Yowan signed Infinity Technology Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinity Technology Services, LLC's EIN is 20-4331064.
Download the official 2024 Form 5500 (PDF) for Infinity Technology Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infinity Technology Services, LLC'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $0 | — |
| TRANSAMERICA FUNDS | — | NEW YORK, NY | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 INV | Other securities | — | — | $719K | 16.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 INV | Other securities | — | — | $688K | 15.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 INV | Other securities | — | — | $583K | 13.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 INV ** 889 * T. Rowe Price T. Rowe Price Retirement 2030 INV | Other securities | — | — | $455K | 10.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 INV | Other securities | — | — | $384K | 8.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $314K | 7.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 INV | Other securities | — | — | $278K | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 INV | Other securities | — | — | $162K | 3.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Money INV. | Other securities | — | — | $145K | 3.3% | |
| Principal MidCap S&P 400 Index R5 | Other securities | — | — | $96K | 2.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 INV | Other securities | — | — | $82K | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2005 INV ** 52 * T. Rowe Price T. Rowe Price Retirement 2020 INV | Other securities | — | — | $78K | 1.8% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $71K | 1.6% | |
| Carillon Eagle Carillon Eagle Mid Cap Gowth R6 | Other securities | — | — | $65K | 1.5% | |
| Participant Loans Participant loans, maturing through September 2028 -0- | Participant loans | — | — | $60K | 1.3% | |
| Columbia Small Cao Growth INST3 | Other securities | — | — | $57K | 1.3% | |
| JPMorgan Large Cap Value R6 | Other securities | — | — | $55K | 1.2% | |
| T. Rowe Price T. Rowe Price Government Money I ** 1 John Hancock John Hancock International Growth I | Other securities | — | — | $48K | 1.1% | |
| AllianceBernstein AB Bond Inflation Strategy Class I | Mutual Funds | — | — | $28K | 0.6% | |
| Franklin S&P 500 Index Fund A | Common Collective Trusts | — | — | $25K | 0.6% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $20K | 0.4% | |
| Transamaerica Transamerica International Equity I | Other securities | — | — | $15K | 0.3% | |
| PIMCO Income INSTL | Mutual Funds | — | — | $10K | 0.2% | |
| Macquire Systematic Emeg Markets Equity INSTL | Other securities | — | — | $8K | 0.2% | |
| PIMCO Investment Grade Credit Bond INSTL | U.S. Treasuries | — | — | $6K | 0.1% | |
| Victory Trivalent International SM-CP I | Other securities | — | — | $5K | 0.1% | |
| Blackrock Investment | Other securities | — | — | $5K | 0.1% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $3K | <0.1% | |
| Virtus NFJ Virtus NFJ Mid-Cap Value A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| VANGUARD |
| 23-1945930 |
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $25K | — |
| MFS | 04-2747644 | — | NONE | $0 | — |
| ALLIANCE BERNSTEIN | — | DES MOINES, IA | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| FRANKLINTEMPLETON | 13-2670991 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| IVYINVESTMENTS | — | WILMINGTON, DE | NONE | $0 | — |
| JHANCOCK | 04-3483032 | — | NONE | $0 | — |
| JPMORGAN | 13-2624428 | — | NONE | $0 | — |
| LEGGMASON | 52-1200960 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| ALLIANZGI | 02-0639354 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
