Danielle Pliska signed For Inspiration & Recognition of Science and Technology (First)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
For Inspiration & Recognition of Science and Technology (First)'s EIN is 22-2990908.
Download the official 2024 Form 5500 (PDF) for For Inspiration & Recognition of Science and Technology (First) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)For Inspiration & Recognition of Science and Technology (First)'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Fund R6 184,586 shares | Mutual Funds | — | $185K | $3.9M | 14.9% | |
| American Funds 2030 Target Date Fund R6 185,230 shares | Mutual Funds | — | $185K | $3.2M | 12.3% | |
| Vanguard 500 Index Fund Admiral 5,721 shares | Common Collective Trusts | — | $6K | $3.1M | 12.0% | |
| American Funds 2035 Target Date Fund R6 119,913 shares | Mutual Funds | — | $120K | $2.3M | 8.8% | |
| American Funds Growth Fund of America R6 23,964 shares | Mutual Funds | — | $24K | $1.8M | 6.9% | |
| American Funds 2045 Target Date Fund R6 80,240 shares | Mutual Funds | — | $80K | $1.7M | 6.6% | |
| American Funds 2040 Target Date Fund R6 75,380 shares | Mutual Funds | — | $75K | $1.5M | 6.0% | |
| American Funds 2055 Target Date Fund R6 50,803 shares | Mutual Funds | — | $51K | $1.3M | 5.2% | |
| American Funds Washington Mutual R6 16,768 shares | Mutual Funds | — | $17K | $1.0M | 4.0% | |
| American Funds 2025 Target Date Fund R6 56,688 shares | Mutual Funds | — | $57K | $861K | 3.3% | |
| American Funds US Govt Money Market 715,803 shares | Mutual Funds | — | $716K | $716K | 2.8% | |
| Cohen & Steers Instl Realty Shares 14,123 shares | Other securities | — | $14K | $677K | 2.6% | |
| American Funds 2060 Target Date Fund R6 33,979 shares | Mutual Funds | — | $34K | $609K | 2.3% | |
| Vanguard Small Cap Index Fund Admiral 5,224 shares | Common Collective Trusts | — | $5K | $602K | 2.3% | |
| American Funds Europacific GR R6 9,806 shares | Mutual Funds | — | $10K | $527K | 2.0% | |
| American Funds 2010 Target Date Fund R6 35,710 shares | Mutual Funds | — | $36K | $415K | 1.6% | |
| Vanguard Mid Cap Index Admiral 1,121 shares | Mutual Funds | — | $1K | $367K | 1.4% | |
| Dodge & Cox Income X 20,686 shares | Mutual Funds | — | $21K | $256K | 1.0% | |
| Blackrock Inflation Protected Bond Instl 25,085 shares | Other securities | — | $25K | $241K | 0.9% | |
| American Funds 2015 Target Date Fund R6 19,225 shares | Mutual Funds | — | $19K | $236K | 0.9% | |
| American Funds 2020 Target Date Fund R6 11,989 shares | Mutual Funds | — | $12K | $161K | 0.6% | |
| American Funds 2065 Target Date Fund R6 3,964 shares | Mutual Funds | — | $4K | $69K | 0.3% | |
| American Funds 2070 Target Date Fund R6 2,283 shares | Mutual Funds | — | $2K | $25K | <0.1% | |
| Participant loans 9.50% | Bonds / Notes | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
