LISA Atkinson signed Inventus Power's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inventus Power's EIN is 27-3930731.
Download the official 2024 Form 5500 (PDF) for Inventus Power from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inventus Power'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Fd | Mutual Funds | — | — | $7.1M | 20.0% | |
| Fidelity 500 Index Fd | Common Collective Trusts | — | — | $6.2M | 17.7% | |
| Vanguard Target Retirement 2030 Fd | Mutual Funds | — | — | $3.8M | 10.8% | |
| Vanguard Target Retirement 2045 Fd | Mutual Funds | — | — | $2.5M | 7.0% | |
| Vanguard Target Retirement 2040 Fd | Mutual Funds | — | — | $1.9M | 5.3% | |
| Vanguard Target Retirement 2025 Fd | Mutual Funds | — | — | $1.7M | 4.8% | |
| Vanguard Target Retirement 2035 Fd | Mutual Funds | — | — | $1.5M | 4.3% | |
| Invesco Discovery Fd R6 | Mutual Funds | — | — | $1.3M | 3.7% | |
| Fidelity Extended Market Index Fd | Mutual Funds | — | — | $1.3M | 3.6% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Vanguard Target Retirement 2060 Fd | Mutual Funds | — | — | $945K | 2.7% | |
| Vanguard Target Retirement 2055 Fd | Mutual Funds | — | — | $917K | 2.6% | |
| Vanguard Target Retirement 2050 Fd | Mutual Funds | — | — | $707K | 2.0% | |
| JPMorgan Equity Income Fd R6 | Other securities | — | — | $644K | 1.8% | |
| Vanguard Target Retirement 2020 Fd | Mutual Funds | — | — | $623K | 1.8% | |
| Fidelity International Index Fd | Mutual Funds | — | — | $432K | 1.2% | |
| Fidelity Diversified International K6 Fd | Mutual Funds | — | — | $423K | 1.2% | |
| dates through July 2043 - 0 - | Other securities | — | — | $421K | 1.2% | |
| Vanguard Target Retirement Income Fd | Mutual Funds | — | — | $406K | 1.1% | |
| PGIM Total Return Bond Fd R6 Total Return Bond Fd R6 | Other securities | — | — | $383K | 1.1% | |
| Vanguard Target Retirement 2065 Fd | Mutual Funds | — | — | $341K | 1.0% | |
| Victory Integrity Small-Cap Value Fd R6 | Other securities | — | — | $299K | 0.8% | |
| Fidelity U.S. Bond Index Fd | Mutual Funds | — | — | $253K | 0.7% | |
| Vanguard Target Retirement 2070 Fd | Mutual Funds | — | — | $43K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
