Angie Bohne signed Ionbond LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ionbond LLC's EIN is 22-3322481.
Download the official 2024 Form 5500 (PDF) for Ionbond LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ionbond LLC's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT, LLC | 30-0282430 | — | INVESTMENT ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Stable Pooled Fund # | Other securities | — | — | $3.2M | 20.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.2M | 20.2% | |
| American Funds American Fds Gr Fd of America R4 | Mutual Funds | — | — | $2.0M | 12.7% | |
| Vanguard 500 Index Fund # | Common Collective Trusts | — | — | $1.3M | 8.2% | |
| T. Rowe Price Equity Income Adv Fund # | Other securities | — | — | $1.0M | 6.3% | |
| Fidelity Freedom 2035 Fund # | Mutual Funds | — | — | $938K | 5.9% | |
| Fidelity Freedom 2025 Fund # | Mutual Funds | — | — | $899K | 5.7% | |
| Fidelity Freedom 2040 Fund # | Mutual Funds | — | — | $711K | 4.5% | |
| Eaton Vance Atlanta Capital SMID-Cap A Fund # | Other securities | — | — | $700K | 4.4% | |
| Goldman Sachs Small Cap Value Institutional Fund # | Other securities | — | — | $617K | 3.9% | |
| American Funds EuroPacific Growth R4 Fund # | Mutual Funds | — | — | $590K | 3.7% | |
| T. Rowe Price New Horizons Fund # | Other securities | — | — | $521K | 3.3% | |
| Fidelity Freedom 2050 Fund # | Mutual Funds | — | — | $504K | 3.2% | |
| Fidelity Freedom 2030 Fund # | Mutual Funds | — | — | $491K | 3.1% | |
| Fidelity Freedom 2055 Fund # | Mutual Funds | — | — | $473K | 3.0% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $340K | 2.1% | |
| Transamerica Mid Cap Value Opportunities R Fund # | Other securities | — | — | $322K | 2.0% | |
| PIMCO Total Return Admin Fund # | Mutual Funds | — | — | $299K | 1.9% | |
| Fidelity Freedom 2045 Fund # | Mutual Funds | — | — | $298K | 1.9% | |
| Fidelity Freedom 2060 Fund # | Mutual Funds | — | — | $203K | 1.3% | |
| Fidelity Freedom 2020 Fund # | Mutual Funds | — | — | $129K | 0.8% | |
| Lazard Emerging Markets Equity Inst Fund # | Other securities | — | — | $123K | 0.8% | |
| State Street Bank and Trust * Company Cash Reserve Account # | Cash / Money Market | — | — | $81K | 0.5% | |
| Fidelity Freedom 2015 Fund # | Mutual Funds | — | — | $43K | 0.3% | |
| Fidelity Freedom Income Fund # | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Freedom 2010 Fund # | Mutual Funds | — | — | $19K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
