John Palmer signed Innovation First International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovation First International, Inc.'s EIN is 27-1530354.
Download the official 2024 Form 5500 (PDF) for Innovation First International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovation First International, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction.
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 | $2K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $7.3M | 29.0% | |
| Self-Directed Brokerage Account * Fidelity Investments Brokerage Link N/R | Self-Directed Brokerage | — | — | $3.5M | 13.7% | |
| Fund Class K6 Mutual Funds * Fidelity Investments Fidelity Blue Chip Growth Fund N/R | Mutual Funds | — | — | $2.0M | 7.9% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.9M | 7.4% | |
| American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $1.3M | 5.2% | |
| Retirement R-3 American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $1.2M | 4.8% | |
| Retirement R-3 American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $1.2M | 4.6% | |
| Retirement R-3 American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $1.1M | 4.4% | |
| Retirement R-3 American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $1.0M | 4.0% | |
| Retirement R-3 American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $746K | 3.0% | |
| Retirement R-3 * Fidelity Investments Fidelity Total Market Index Fund N/R | Common Collective Trusts | — | — | $737K | 2.9% | |
| Fidelity Investments Fidelity Balanced Fund N/R | Mutual Funds | — | — | $549K | 2.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $415K | 1.6% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $299K | 1.2% | |
| American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $224K | 0.9% | |
| Retirement R-3 * Fidelity Investments Fidelity International Growth Fund N/R | Mutual Funds | — | — | $217K | 0.9% | |
| Putnam Large Cap Value Fund N/R | Mutual Funds | — | — | $210K | 0.8% | |
| Class A Janus Henderson Janus Henderson Enterprise Fund N/R | Mutual Funds | — | — | $197K | 0.8% | |
| Class Capital Group American Funds American Funds Bond Fund of N/R | Mutual Funds | — | — | $153K | 0.6% | |
| America American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $147K | 0.6% | |
| Retirement R-3 * Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $112K | 0.4% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $110K | 0.4% | |
| Fidelity Investments Fidelity Extended Market Index N/R | Mutual Funds | — | — | $103K | 0.4% | |
| Fund * Fidelity Investments Fidelity Overseas K Fund N/R | Mutual Funds | — | — | $102K | 0.4% | |
| BlackRock Advantage International N/R | Other securities | — | — | $97K | 0.4% | |
| Inv A Nationwide Amundi Strategic N/R | Other securities | — | — | $94K | 0.4% | |
| Income Fund Allspring Special Mid Cap Value R6 N/R | Other securities | — | — | $83K | 0.3% | |
| Loomis Sayles Core Plus Bond N/R | Other securities | — | — | $55K | 0.2% | |
| Fund * Fidelity Investments Fidelity Multi-Asset Index Fund N/R | Common Collective Trusts | — | — | $54K | 0.2% | |
| Fidelity Investments Fidelity Mid Cap Stock N/R | Mutual Funds | — | — | $35K | 0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond N/R | Mutual Funds | — | — | $20K | <0.1% | |
| Index Fund American Funds American Funds 2020 Target Date N/R | Common Collective Trusts | — | — | $15K | <0.1% | |
| Retirement R-3 Allspring Small Company Value N/R | Common Stocks | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
