Joseph Tabone signed IEA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IEA, Inc.'s EIN is 27-3298430.
Download the official 2024 Form 5500 (PDF) for IEA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IEA, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOP FLIGHT WEALTH | 99-0417781 | — | INVESTMENT MANAGEMENT | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IEA, Inc. Common stock, 3,400 shares $ | Common Stocks | — | $219K | $383K | 21.1% | |
| iShares National Municipal Bond Exchange traded fund | Bonds / Notes | — | $336K | $336K | 18.6% | |
| iShares Core S&P 500 Exchange traded fund | Common Collective Trusts | — | $210K | $305K | 16.8% | |
| Cash Interest Bearing Cash | Cash / Money Market | — | $204K | $204K | 11.3% | |
| iShares U.S. Equity Factor Rotation Exchange traded fund | Other securities | — | $74K | $82K | 4.5% | |
| iShares TR ESG Aware MSCI USA Exchange traded fund | Other securities | — | $42K | $62K | 3.4% | |
| iShares S&P 500 Growth Exchange traded fund | Common Collective Trusts | — | $41K | $58K | 3.2% | |
| iShares TR EAFE Growth Exchange traded fund | Other securities | — | $50K | $57K | 3.1% | |
| iShares MSCI Emerging Market Ex China Exchange traded fund | Other securities | — | $50K | $55K | 3.0% | |
| iShares TR 10-20 Year TRS Exchange traded fund | Other securities | — | $49K | $52K | 2.9% | |
| iShares US Technology Exchange traded fund | Other securities | — | $28K | $51K | 2.8% | |
| iShares TR EAFE Value Exchange traded fund | Other securities | — | $39K | $48K | 2.6% | |
| iShares S&P 100 Exchange traded fund | Other securities | — | $29K | $42K | 2.3% | |
| iShares TR MSCI USA Quality FCT Exchange traded fund | Other securities | — | $24K | $32K | 1.8% | |
| Fidelity Government Cash Reserves Money market | Mutual Funds | — | $25K | $25K | 1.4% | |
| iShares Trust Currency Hedged MSCI EAFE Exchange traded fund | Other securities | — | $10K | $10K | 0.5% | |
| iShares Global Energy Exchange traded fund | Other securities | — | $10K | $9K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZEN MARSHALL | 75-2543011 | — | VALUATION SERVICES | $6K | — |
