Plan Sponsor signed Ixsystems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ixsystems, Inc.'s EIN is 27-3007169.
Download the official 2024 Form 5500 (PDF) for Ixsystems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ixsystems, Inc.'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 | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen S&P 500 Index Admiral Fund | Common Collective Trusts | — | — | $1.6M | 17.3% | |
| Alger Focus Equity Fund | Other securities | — | — | $1.1M | 12.6% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $874K | 9.7% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $653K | 7.2% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $604K | 6.7% | |
| to 9.50%, to be repaid through 2037 | Bonds / Notes | — | — | $364K | 4.0% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $360K | 4.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $340K | 3.8% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $320K | 3.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $307K | 3.4% | |
| T. Rowe Price Inflation Protected Bond Fund | Other securities | — | — | $290K | 3.2% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $272K | 3.0% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $265K | 2.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $262K | 2.9% | |
| Nuveen International Eq Idx Fund | Common Collective Trusts | — | — | $251K | 2.8% | |
| Vanguard Target Retirement 2060 Inv Fund 323 Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | — | $156K | 1.7% | |
| First Eagle Global Fund | Other securities | — | — | $156K | 1.7% | |
| Fidelity Adv Balanced Fund | Mutual Funds | — | — | $101K | 1.1% | |
| Nuveen Lifecycle Index Ret Inc Fund | Mutual Funds | — | — | $85K | 0.9% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $76K | 0.8% | |
| Empower Annuity Insurance Company of America EI Fixed Account | Common Stocks | — | — | $76K | 0.8% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $66K | 0.7% | |
| PGIM Global Real Estate Fund | Other securities | — | — | $64K | 0.7% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $63K | 0.7% | |
| PGIM High-Yield Fund | Other securities | — | — | $63K | 0.7% | |
| Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $62K | 0.7% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $56K | 0.6% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $43K | 0.5% | |
| Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Invesco Core Plus Bond Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $11K | 0.1% | |
| PGIM Strategic Bond Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| INVESTMENT ADVISOR |
| $34K |
| — |
