Cheryl Walker signed Integrated Power Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrated Power Services' EIN is 20-8918703.
Download the official 2024 Form 5500 (PDF) for Integrated Power Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrated Power Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $172K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $23.3M | 16.8% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $13.8M | 10.0% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $12.4M | 9.0% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $11.5M | 8.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $11.2M | 8.1% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $10.3M | 7.5% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $9.7M | 7.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.1M | 6.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $6.9M | 5.0% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $5.0M | 3.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.4M | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.4M | 1.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.2M | 0.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1.1M | 0.8% | |
| FIDELITY INTL CAPITAL APP | Registered Investment Companies | — | — | $1.0M | 0.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $982K | 0.7% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $965K | 0.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $932K | 0.7% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $919K | 0.7% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $883K | 0.6% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $861K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $758K | 0.5% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $741K | 0.5% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $563K | 0.4% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $373K | 0.3% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $350K | 0.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $277K | 0.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $74K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $50K |
| — |
