Brittany Hicks signed Interflex Payments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interflex Payments, LLC's EIN is 27-2256926.
Download the official 2024 Form 5500 (PDF) for Interflex Payments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interflex Payments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN DESIGN CONSULTANTS | 71-0294708 | — | TPA | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACRO TREND LLC | 45-5379558 | — | SERVICE PROVIDER | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard 500 Index Fund N/R | Mutual Funds | — | — | $2.2M | 14.4% | |
| Voya Retirement Insurance and Voya Index Solution 2050 Portfolio Z N/R | Other securities | — | — | $1.8M | 11.9% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2040 Portfolio Z N/R | Common Stocks | — | — | $1.5M | 9.8% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2055 Portfolio Z N/R | Common Stocks | — | — | $1.4M | 9.3% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2035 Portfolio Z N/R | Common Stocks | — | — | $964K | 6.3% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2030 Portfolio Z N/R | Common Stocks | — | — | $922K | 6.0% | |
| Annuity Company * Voya Retirement Insurance and Voya Index Solution 2045 Portfolio Z N/R | Common Stocks | — | — | $705K | 4.6% | |
| Annuity Company The Vanguard Group Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $673K | 4.4% | |
| Voya Retirement Insurance and Voya Index Solution 2025 Portfolio Z N/R | Other securities | — | — | $596K | 3.9% | |
| * Voya Retirement Insurance and Voya Fixed Account N/R | Guaranteed Income / GIC | — | — | $493K | 3.2% | |
| Annuity Company The Vanguard Group Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $447K | 2.9% | |
| American Funds American Funds Fundamental N/R | Mutual Funds | — | — | $379K | 2.5% | |
| Investment R6 Fund * Voya Retirement Insurance and Voya Index Solution 2060 Portfolio Z N/R | Other securities | — | — | $378K | 2.5% | |
| Annuity Company American Funds American Funds AMCAP R6 Fund N/R | Mutual Funds | — | — | $343K | 2.2% | |
| Annuity Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $319K | 2.1% | |
| The Vanguard Group Vanguard Total International Stock N/R | Mutual Funds | — | — | $306K | 2.0% | |
| Index Fund * Voya Retirement Insurance and Voya Index Solution Income N/R | Common Collective Trusts | — | — | $262K | 1.7% | |
| Annuity Company Portfolio Z * Voya Retirement Insurance and Voya Intermediate Bond Fund R6 N/R | Common Stocks | — | — | $223K | 1.4% | |
| Annuity Company American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $215K | 1.4% | |
| R6 Fund The Vanguard Group Vanguard Balanced Index Fund N/R | Common Collective Trusts | — | — | $196K | 1.3% | |
| American Funds American Funds Washington Mutual N/R | Mutual Funds | — | — | $157K | 1.0% | |
| Pacific Investment PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $126K | 0.8% | |
| Management The Vanguard Group Vanguard Emerging Markets Stock N/R | Mutual Funds | — | — | $110K | 0.7% | |
| Index Fund Dimensional Fund Advisors DFA Real Estate Securities Portfolio N/R | Common Collective Trusts | — | — | $92K | 0.6% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities N/R | Mutual Funds | — | — | $89K | 0.6% | |
| Portfolio * Voya Retirement Insurance and Voya MidCap Opportunities Portfolio N/R | Other securities | — | — | $77K | 0.5% | |
| Annuity Company R6 Clear Bridge Clear Bridge Small Cap Growth N/R | Common Stocks | — | — | $67K | 0.4% | |
| Fund IS Prudential PGIM High Yield Fund R6 N/R | Other securities | — | — | $60K | 0.4% | |
| AllianceBernstein AB Global Bond Fund Z N/R | Other securities | — | — | $44K | 0.3% | |
| MFS Mid Cap Value Fund R6 N/R | Mutual Funds | — | — | $42K | 0.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value I Portfolio N/R | Mutual Funds | — | — | $40K | 0.3% | |
| Fund The Vanguard Group Vanguard LifeStrategy Income N/R | Mutual Funds | — | — | $37K | 0.2% | |
| Fund * Voya Retirement Insurance and Voya Index Solution 2065 Portfolio Z N/R | Other securities | — | — | $32K | 0.2% | |
| Annuity Company The Vanguard Group Vanguard LifeStrategy Modification N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Growth Fund Index The Vanguard Group Vanguard LifeStrategy Growth Fund N/R | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
