Innovative Therapy Concepts, LLC's EIN is 20-8002399.
Download the official 2024 Form 5500 (PDF) for Innovative Therapy Concepts, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Therapy Concepts, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $57K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.3M | 94.6% | |
| VIRTUS CEREDEX MD-CP VL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2045 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY INC RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY MD GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 379 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DREYFUS INTERNATIONAL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 528 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING DISCOVERY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 546 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY CNSV GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| OPPENHEIMER GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SM/MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 093 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTL DIVERSIFICATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 665 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2010 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2015 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2020 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2025 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2030 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2060 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2050 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DEUTSCHE CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 761 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY INSTL CR PLUS FXD IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 776 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA EMERG MKT DEBT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 786 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL TOTAL RTURN BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 602 | Pooled Separate Account | — | — | $0 | <0.1% |
| 39-2018056 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $78K |
| — |
