Whitney Barrera signed Intelligent Waves, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intelligent Waves, LLC's EIN is 20-5613444.
Download the official 2024 Form 5500 (PDF) for Intelligent Waves, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intelligent Waves, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $6.1M | 30.3% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $2.5M | 12.3% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $2.4M | 11.9% | |
| Great Gray Trust Company RetirePilot Moderate Retirement Fund R1 | Common Stocks | — | — | $1.9M | 9.6% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $1.9M | 9.6% | |
| Great Gray Trust Company BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $1.7M | 8.5% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.5% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $853K | 4.3% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $601K | 3.0% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $455K | 2.3% | |
| Participants Participant Loans Rates from 5.25% to 10.50% with Various Maturities - | Bonds / Notes | — | — | $433K | 2.2% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $367K | 1.8% | |
| Principal Life Insurance Co Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $362K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $353K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $325K | 1.6% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $314K | 1.6% | |
| INTERNATIONAL GROWTH II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $290K | 1.4% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCap Growth R6 Fund | Common Stocks | — | — | $284K | 1.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $187K | 0.9% | |
| SMALL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $115K | 0.6% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral Fund | Mutual Funds | — | — | $97K | 0.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $90K | 0.4% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $75K | 0.4% | |
| PIMCO Funds PIMCO International Bond (USD-Hdg) I Fund | Mutual Funds | — | — | $72K | 0.4% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $50K | 0.3% | |
| Principal Funds Inc Principal Government Money Market R6 | Cash / Money Market | — | — | $39K | 0.2% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $33K | 0.2% | |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $30K | 0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $21K | 0.1% | |
| Principal Life Insurance Co Principal Core Fixed Income Separate Account Z | Pooled Separate Accounts | — | — | $19K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $19K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $13K | <0.1% | |
| RETIREPILOT CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| Great Gray Trust Company RetirePilot Conservative R1 | Common Stocks | — | — | $2K | <0.1% | |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Gray Trust Company RetirePilot Aggressive Fund R1 | Common Stocks | — | — | $1K | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| RETIREPILOT CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304100 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% |
