Leslie Owens signed International Vitamin Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Vitamin Corporation's EIN is 27-1354354.
Download the official 2024 Form 5500 (PDF) for International Vitamin Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Vitamin Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $193K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RTMT TR FD 2030 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $14.4M | 16.5% | |
| SCHWAB INDEXED RTMT TR FD 2035 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $11.6M | 13.3% | |
| SCHWAB INDEXED RTMT TR FD 2040 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $11.4M | 13.1% | |
| SCHWAB INDEXED RTMT TR FD 2025 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $8.7M | 9.9% | |
| SCHWAB INDEXED RTMT TR FD 2045 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $5.7M | 6.6% | |
| Vanguard Institutional Index Fund Mutual fund | Common Collective Trusts | — | — | $5.6M | 6.4% | |
| SCHWAB INDEXED RTMT TR FD 2050 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $4.8M | 5.4% | |
| SCHWAB INDEXED RTMT TR FD 2055 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $3.4M | 3.9% | |
| SCHWAB INDEXED RTMT TR FD 2020 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $3.3M | 3.8% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $2.5M | 2.8% | |
| SCHWAB INDEXED RTMT TR FD 2015 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| COLUMBIA TRUST STABLE INCOME ADMN 0 COLUMBIA CT OR SVF · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| SCHWAB INDEXED RTMT TR FD 2060 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| MFS GROWTH EQUITY FUND CL S MFS FUNDS · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Vanguard Mid Cap Index Admiral Mutual fund | Mutual Funds | — | — | $1.0M | 1.2% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | Mutual Funds | — | — | $991K | 1.1% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | Mutual Funds | — | — | $876K | 1.0% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | — | $802K | 0.9% | |
| T. Rowe Price Overseas Stock I Mutual fund | Other securities | — | — | $723K | 0.8% | |
| Vanguard Real Estate Index Admiral Mutual fund | Mutual Funds | — | — | $696K | 0.8% | |
| JPMorgan Core Bond R6 Mutual fund | Other securities | — | — | $689K | 0.8% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $663K | 0.8% | |
| SCHWAB INDEXED RTMT TR FD 2010 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $448K | 0.5% | |
| Empower Self-Directed Brokerage Account Mutual funds, common and preferred stocks, money market fund, certificate of deposits, and cash | Self-Directed Brokerage | — | — | $420K | 0.5% | |
| SCHWAB INDEXED RTMT TR FD 2065 SCHWAB FUNDS · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $418K | 0.5% | |
| Blackrock Inflation Protected Bond K Mutual fund | Other securities | — | — | $380K | 0.4% | |
| Allspring Special Small Cap Value R6 Mutual fund | Other securities | — | — | $265K | 0.3% | |
| Putnam Small Cap Growth R6 Mutual fund | Mutual Funds | — | — | $140K | 0.2% | |
| IVY MID CAP GROWTH CIT C IVY FUNDS · EIN 40-3036428 / PN 000 | Common Collective Trust | — | — | $125K | 0.1% | |
| Dreyfus Government Cash Mgmt Instl Mutual fund | Mutual Funds | — | — | $124K | 0.1% | |
| AB US SM CP GR CIT W SERIES FEE CL GREAT GRAY · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDES INC | — | LONG BEACH, CA | OTHER | $23K | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $20K | — |
