Brooke Johnson signed Ivanti, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ivanti, Inc.'s EIN is 30-0110335.
Download the official 2024 Form 5500 (PDF) for Ivanti, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ivanti, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $88K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $33.8M | 15.6% | |
| TRP RET BLEND 2035 D T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $23.7M | 11.0% | |
| TRP RET BLEND 2040 D T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $17.9M | 8.2% | |
| Fidelity Blue Chip Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $17.5M | 8.1% | |
| TRP RET BLEND 2045 D T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.8% | |
| TRP RET BLEND 2030 D T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $13.1M | 6.1% | |
| TRP RET BLEND 2050 D T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $12.4M | 5.7% | |
| Fidelity Contrafund Mutual Fund N/A | Mutual Funds | — | — | $9.8M | 4.5% | |
| TRP RET BLEND 2025 D T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.9% | |
| TRP RET BLEND 2055 D T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $8.3M | 3.8% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage N/A | Self-Directed Brokerage | — | — | $5.9M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $4.9M | 2.2% | |
| Standard Stable Value Asset Fund II Guaranteed Investment Cont. N/A | Stable Value | — | — | $4.1M | 1.9% | |
| Columbia Dividend Income Fund Mutual Fund N/A | Other securities | — | — | $3.8M | 1.8% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $3.7M | 1.7% | |
| American Funds Balanced Fund Mutual Fund N/A | Mutual Funds | — | — | $3.4M | 1.6% | |
| TRP RET BLEND 2060 D T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $2.9M | 1.4% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.9M | 1.3% | |
| TRP RET BLEND 2020 D T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.3% | |
| JPMorgan Mid Cap Value Fund Mutual Fund N/A | Other securities | — | — | $2.4M | 1.1% | |
| VOYA SMALL CAP 21 VOYA INVESTMENT TRUST CO · EIN 06-1440627 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.1% | |
| JPMorgan Small Cap Value Fund Mutual Fund N/A | Other securities | — | — | $2.3M | 1.0% | |
| Notes receivable from participants Maturing 2025 - 2034 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $2.1M | 1.0% | |
| DFA Emerging Markets Portfolio Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 0.7% | |
| PGIM High Yield Fund Mutual Fund N/A | Other securities | — | — | $1.4M | 0.7% | |
| MFS International Diversification Fund Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 0.6% | |
| American Funds U.S. Governemnt Sec. Mutual Fund N/A | Mutual Funds | — | — | $900K | 0.4% | |
| DFA Real Etate Securities Portfolio Mutual Fund N/A | Mutual Funds | — | — | $865K | 0.4% | |
| PIMCO Income Fund Institutional Mutual Fund N/A | Mutual Funds | — | — | $820K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $678K | 0.3% | |
| TRP RET BLEND 2065 D T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $367K | 0.2% | |
| Fidelity Managed Income Portfolio Cl 1 Common Collective Fund N/A | Common Collective Trusts | — | — | $27K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $26K | <0.1% | |
| Fidelity Government Money Market Fd Money Market Mutual Fund N/A | Mutual Funds | — | — | $10K | <0.1% | |
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
