Michael O'CONNOR signed Independent Professional Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Professional Services, Inc.'s EIN is 22-3551387.
Download the official 2024 Form 5500 (PDF) for Independent Professional Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Professional Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | — | RECORD KEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Institutional Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $38.3M | 60.2% | |
| Janus Henderson Balanced I | Mutual Funds | — | — | $8.8M | 13.8% | |
| Transamerica TA Stable Value Strategy Option 354,667 | Stable Value | — | — | $4.7M | 7.4% | |
| Vanguard Target Retirement 2035 59,153 | Mutual Funds | — | — | $1.4M | 2.2% | |
| Vanguard Target Retirement 2020 48,194 | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Target Retirement 2065 32,601 | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard Small Cap Value 8,758 | Mutual Funds | — | — | $746K | 1.2% | |
| Goldman Sachs Goldman Sachs Large Cap Value 30,820 | Other securities | — | — | $713K | 1.1% | |
| Transamerica TA Stock Index R 36,843 | Other securities | — | — | $711K | 1.1% | |
| Dimensional DFA US Core Equity 15,218 | Mutual Funds | — | — | $658K | 1.0% | |
| Vanguard Small Cap Value Index Adm 5,436 | Mutual Funds | — | — | $626K | 1.0% | |
| Vanguard Retirement Income 44,038 | Mutual Funds | — | — | $577K | 0.9% | |
| Invesco Oppenheimer Global A 5,863 | Mutual Funds | — | — | $566K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral 4,303 | Mutual Funds | — | — | $424K | 0.7% | |
| Registered Investment Companies Allspring Precious Metals 6,416 | Other securities | — | — | $359K | 0.6% | |
| Nuveen Small Cap Select A 22,779 | Mutual Funds | — | — | $348K | 0.5% | |
| Prudential PGIM Jennison Utility A 19,384 | Other securities | — | — | $290K | 0.5% | |
| Columbia Convertible Securities A 12,006 | Other securities | — | — | $268K | 0.4% | |
| Transamerica TA High Yield Bond R 32,235 | Other securities | — | — | $264K | 0.4% | |
| Janus Henderson Overseas S 4,654 | Mutual Funds | — | — | $210K | 0.3% | |
| Loomis Sayles Loomis Sayles Bond Admin 17,641 | Other securities | — | — | $207K | 0.3% | |
| Columbia Total Return Bond A 5,875 | Other securities | — | — | $175K | 0.3% | |
| Nuveen Real Estate Securities A 8,376 | Mutual Funds | — | — | $127K | 0.2% | |
| Participant Loans Participant Loan Fund, Interest Rate 4.25% - 9.50% - | Bonds / Notes | — | — | $115K | 0.2% | |
| Columbia Large Cap 4,785 | Other securities | — | — | $99K | 0.2% | |
| Vanguard Target Retirement 2030 2,475 | Mutual Funds | — | — | $94K | 0.1% | |
| Vanguard European Stock Index 1,173 | Mutual Funds | — | — | $93K | 0.1% | |
| American Funds American Funds American Balanced R3 2,182 | Mutual Funds | — | — | $75K | 0.1% | |
| American Funds American Funds Washington Mutual R3 667 | Mutual Funds | — | — | $41K | <0.1% | |
| State Street State Street Instl US Govt Money Market Premier 40,647 | Cash / Money Market | — | — | $41K | <0.1% | |
| American Funds American Funds New Perspective R3 633 | Mutual Funds | — | — | $39K | <0.1% | |
| Vanguard Target Retirement 2025 2,046 | Mutual Funds | — | — | $38K | <0.1% | |
| Vanguard Target Retirement 2040 294 | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NATIONAL FINANCIAL SERVICES |
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNLAP SLK | 23-3018514 | — | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS LLC | 81-5475391 | — | FIDUCIARY | $48K | — |
