Leslie Vanco signed Information Systems Audit and Control's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Information Systems Audit and Control's EIN is 23-7067291.
Download the official 2024 Form 5500 (PDF) for Information Systems Audit and Control from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Information Systems Audit and Control'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISORY | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2045 Fund # | Other securities | — | — | $4.5M | 10.4% | |
| T. Rowe Price Retirement I 2040 Fund # | Other securities | — | — | $4.2M | 9.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.9M | 9.0% | |
| T. Rowe Price Retirement I 2050 Fund # | Other securities | — | — | $3.8M | 8.8% | |
| T. Rowe Price Retirement I 2030 Fund # | Other securities | — | — | $3.6M | 8.3% | |
| T. Rowe Price Retirement I 2035 Fund # | Other securities | — | — | $3.2M | 7.5% | |
| T. Rowe Price Blue Chip Growth Fund # | Other securities | — | — | $3.2M | 7.4% | |
| Columbia Dividend Income Fund # | Other securities | — | — | $1.6M | 3.8% | |
| T. Rowe Price Retirement I 2055 Fund # | Other securities | — | — | $1.3M | 3.1% | |
| Dodge & Cox Income Fund # | Mutual Funds | — | — | $1.3M | 2.9% | |
| T. Rowe Price Retirement I 2010 Fund # 726 T. Rowe Price Retirement I 2020 Fund # | Other securities | — | — | $1.3M | 2.9% | |
| T. Rowe Price Retirement I 2060 Fund # | Other securities | — | — | $1.1M | 2.6% | |
| T. Rowe Price Retirement I 2025 Fund # | Other securities | — | — | $1.1M | 2.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.4% | |
| Hartford Core Equity Fund # | Other securities | — | — | $924K | 2.2% | |
| Fidelity Advisor Limited Term Bond Fund # | Mutual Funds | — | — | $839K | 2.0% | |
| Janus Henderson Enterprise Fund # | Mutual Funds | — | — | $758K | 1.8% | |
| American Century Mid Cap Value Fund # | Other securities | — | — | $690K | 1.6% | |
| American Funds EuroPacific Growth Fund # | Mutual Funds | — | — | $589K | 1.4% | |
| American Funds Balanced Fund # | Mutual Funds | — | — | $577K | 1.3% | |
| Conestoga Small Cap Fund # | Other securities | — | — | $564K | 1.3% | |
| Invesco Developing Markets Fund # | Mutual Funds | — | — | $534K | 1.2% | |
| maturing through May 2052 # | Other securities | — | — | $477K | 1.1% | |
| Allspring Special Small Cap Value Fund # | Mutual Funds | — | — | $408K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $296K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $286K | 0.7% | |
| Lazard International Strategic Equity Portfolio # | Other securities | — | — | $249K | 0.6% | |
| Cohen & Steers Institutionalized Realty Shares Inc Fund # | Common Stocks | — | — | $138K | 0.3% | |
| T. Rowe Price Retirement I 2065 Fund # | Other securities | — | — | $124K | 0.3% | |
| T. Rowe Price Retirement Balanced Fund # | Other securities | — | — | $122K | 0.3% | |
| (E) | Other securities | — | — | $71K | 0.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $71K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
