Viktoria Kroeger signed Ingage Partners, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ingage Partners, Inc.'s EIN is 27-3889959.
Download the official 2022 Form 5500 (PDF) for Ingage Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Ingage Partners, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Equity Income Fund Class Y Mutual Fund | Mutual Funds | — | — | $696K | 15.4% | |
| AM Century Ultra R6 Mutual Fund | Other securities | — | — | $482K | 10.7% | |
| Lord Abbett High Yield Fund Class R6 Mutual Fund | Mutual Funds | — | — | $345K | 7.7% | |
| Dodge & Cox International Stock Class I Mutual Fund | Mutual Funds | — | — | $299K | 6.6% | |
| Fidelity Balanced Fund Class K Mutual Fund | Mutual Funds | — | — | $231K | 5.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $212K | 4.7% | |
| AB Small Cap Growith Class I Mutual Fund | Other securities | — | — | $209K | 4.6% | |
| DFA International Value Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $196K | 4.4% | |
| GuideStone Funds Equity Index Instutitional Mutual Fund | Common Collective Trusts | — | — | $179K | 4.0% | |
| Invesco Oppenheimer Developing Markets Fund Class R6 Mutual Fund | Mutual Funds | — | — | $177K | 3.9% | |
| Calvert Bond Class I Mutual Fund | U.S. Treasuries | — | — | $176K | 3.9% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund ** 273 JPM International Equity - Class R6 Mutual Fund ** 209 C&S Real Estate - Class Z Mutual Fund | Mutual Funds | — | — | $175K | 3.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $171K | 3.8% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual Fund | Mutual Funds | — | — | $169K | 3.7% | |
| ClearBridge Mid Cap Fund Class I Mutual Fund | Other securities | — | — | $133K | 3.0% | |
| PGIM Floating Rate Income R6 Mutual Fund | Bonds / Notes | — | — | $126K | 2.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $115K | 2.6% | |
| PGIM Short-Term Corporate Bond Fund Class R6 Mutual Fund | Other securities | — | — | $106K | 2.3% | |
| Fidelity Total Bond - Class K6 Mutual Fund | Mutual Funds | — | — | $91K | 2.0% | |
| Fidelity Government Money Market Fund - Class K6 Mutual Fund | Mutual Funds | — | — | $77K | 1.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $51K | 1.1% | |
| American Funds New Perspective Fund Class R5 Mutual Fund | Mutual Funds | — | — | $33K | 0.7% | |
| Loans to participants 4.25-8.0% interest - | Bonds / Notes | — | — | $33K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $18K | 0.4% | |
| Lord Abbett Bond Debenture Fund Class R6 Mutual Fund | U.S. Treasuries | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
