AMY Magnanti signed Invoca, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Invoca, Inc.'s EIN is 26-4390865.
Download the official 2024 Form 5500 (PDF) for Invoca, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Invoca, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.6M | 22.2% | |
| Fidelity Freedom 2045 Commingled Pool | Common Collective Trusts | — | — | $5.5M | 11.5% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $5.5M | 11.5% | |
| Fidelity Freedom 2055 Commingled Pool | Common Collective Trusts | — | — | $5.3M | 11.2% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $5.3M | 11.2% | |
| Fidelity Freedom 2050 Commingled Pool | Common Collective Trusts | — | — | $5.1M | 10.6% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $5.1M | 10.6% | |
| Fidelity Freedom 2040 Commingled Pool | Common Collective Trusts | — | — | $3.3M | 6.9% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $3.3M | 6.9% | |
| Fidelity Freedom 2035 Commingled Pool | Common Collective Trusts | — | — | $3.0M | 6.3% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $3.0M | 6.3% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.2M | 4.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 3.6% | |
| Fidelity Freedom 2060 Commingled Pool | Common Collective Trusts | — | — | $1.7M | 3.5% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Fidelity Freedom 2030 Commingled Pool | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Fidelity Freedom Income Commingled Pool | Common Collective Trusts | — | — | $839K | 1.8% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $839K | 1.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $731K | 1.5% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $694K | 1.5% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $582K | 1.2% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $498K | 1.0% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $446K | 0.9% | |
| Fidelity Freedom 2065 Commingled Pool | Common Collective Trusts | — | — | $425K | 0.9% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $425K | 0.9% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $321K | 0.7% | |
| Notes receivable from participants | Other securities | — | — | $299K | 0.6% | |
| Fidelity Freedom 2025 Commingled Pool | Common Collective Trusts | — | — | $246K | 0.5% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $246K | 0.5% | |
| Victory Sycamore Small Cmp Opportunity Fund | Other securities | — | — | $213K | 0.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $142K | 0.3% | |
| American Century Emerging Markets Fund | Other securities | — | — | $122K | 0.3% | |
| Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $120K | 0.3% | |
| American Funds Growth and Income Portfolio | Mutual Funds | — | — | $116K | 0.2% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $102K | 0.2% | |
| First Eagle Global Fund | Other securities | — | — | $82K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
