Ikeyless, LLC's EIN is 20-8804815.
Download the official 2024 Form 5500 (PDF) for Ikeyless, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ikeyless, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $109K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.3M | 17.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.9M | 13.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.4M | 10.1% | |
| Vanguard Mutual Fund - Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 8.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.2M | 8.5% | |
| Vanguard Mutual Fund - Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $798K | 5.9% | |
| Vanguard Mutual Fund - Vanguard Growth Index Admiral | Mutual Funds | — | — | $737K | 5.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $586K | 4.3% | |
| Vanguard Mutual Fund - Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $538K | 3.9% | |
| Vanguard Mutual Fund - Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $357K | 2.6% | |
| Notes receivable from participants, interest rates between 4.25% and 9.50% with maturities through June 2038. - | Bonds / Notes | — | — | $346K | 2.5% | |
| Vanguard Mutual Fund - Vanguard Value Index Admiral | Mutual Funds | — | — | $324K | 2.4% | |
| Vanguard Mutual Fund - Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $315K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3166920 / PN 275 | Common Collective Trust | — | — | $314K | 2.3% | |
| Empower Annuity Insurance Fully benefit-responsive investment at contract value - Company of America Guaranteed Interest Fund | Common Stocks | — | — | $286K | 2.1% | |
| Vanguard Mutual Fund - Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $215K | 1.6% | |
| Vanguard Mutual Fund - Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $188K | 1.4% | |
| PUTNAM RETIREMENT ADVANTAGE TR 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $169K | 1.2% | |
| Vanguard Mutual Fund - Victory Government Securities R6 | Mutual Funds | — | — | $147K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $123K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $113K | 0.8% | |
| Investments - Vanguard Mutual Fund - Parametric Commodity Strategy Fund I | Mutual Funds | — | — | $83K | 0.6% | |
| Vanguard Mutual Fund - Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $39K | 0.3% | |
| Vanguard Mutual Fund - Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO, INC. | — | MILWAUKEE, WI | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | 31-1560462 | — | THIRD PARTY ADMIN | $5K | — |
