James Sharp signed Iodine Software LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iodine Software LLC's EIN is 27-3224566.
Download the official 2024 Form 5500 (PDF) for Iodine Software LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iodine Software LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $108K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | Common Stocks | — | — | $2.7M | 14.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 10.0% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | Common Stocks | — | — | $1.9M | 9.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.9M | 9.6% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | Common Stocks | — | — | $1.8M | 9.1% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | Common Stocks | — | — | $1.4M | 7.2% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | Common Stocks | — | — | $1.1M | 5.6% | |
| AB Large Cap Growth Fund | Other securities | — | — | $1.1M | 5.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $714K | 3.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $712K | 3.6% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | Common Stocks | — | — | $679K | 3.5% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | Common Stocks | — | — | $660K | 3.4% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $505K | 2.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $443K | 2.3% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $430K | 2.2% | |
| Voya Fixed account | Other securities | — | — | $397K | 2.0% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $295K | 1.5% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $177K | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $174K | 0.9% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $170K | 0.9% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $162K | 0.8% | |
| (Held at End of Year) IODINE SOFTWARE LLC 401K PLAN EIN#27-3224566 Plan# 001 * Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $114K | 0.6% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | Common Stocks | — | — | $68K | 0.3% | |
| Participant notes Loans to participants, maturing 2025 to 2028, receivable bearing interest between 9.75% and 10.5% - | Bonds / Notes | — | — | $60K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4291971 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
