Jennifer LIU signed Intellipro Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intellipro Group, Inc.'s EIN is 27-1069764.
Download the official 2024 Form 5500 (PDF) for Intellipro Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intellipro Group, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 19.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $678K | 11.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $659K | 10.9% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $642K | 10.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $558K | 9.3% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $413K | 6.9% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $314K | 5.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $204K | 3.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $149K | 2.5% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $145K | 2.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $130K | 2.2% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $115K | 1.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $110K | 1.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $89K | 1.5% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $62K | 1.0% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $48K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $48K | 0.8% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $40K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $37K | 0.6% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $37K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $34K | 0.6% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $33K | 0.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $32K | 0.5% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $30K | 0.5% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $30K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $27K | 0.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $27K | 0.5% | |
| BLK ADV SMALL CAP GR I | Registered Investment Companies | — | — | $26K | 0.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $25K | 0.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $18K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $9K | 0.2% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $7K | 0.1% | |
| PARNASSUS MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $2K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $30K |
| — |
