Michelle Peterson signed IMS Technology Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IMS Technology Services, LLC's EIN is 23-2839057.
Download the official 2024 Form 5500 (PDF) for IMS Technology Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMS Technology Services, LLC's 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 | $31K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2.0M | 15.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $979K | 7.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $976K | 7.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $717K | 5.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $627K | 4.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $609K | 4.7% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $608K | 4.7% | |
| BLK TOTAL RETURN INST | Registered Investment Companies | — | — | $600K | 4.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $588K | 4.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $573K | 4.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $513K | 3.9% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $490K | 3.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $490K | 3.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $480K | 3.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $407K | 3.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $352K | 2.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $328K | 2.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $318K | 2.4% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $308K | 2.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $282K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $191K | 1.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $151K | 1.2% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $137K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $123K | 0.9% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $120K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $75K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $12K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
