Leena Mathai signed IPC Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IPC Systems, Inc.'s EIN is 30-0383566.
Download the official 2024 Form 5500 (PDF) for IPC Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IPC Systems, Inc.'s plan includes a self-directed brokerage window, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $18K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $121.4M | 96.4% | |
| PUTN RET ADV 2035 X PUTNAM FIDUCIARY TRUST CO · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $13.7M | 10.9% | |
| PUTN RET ADV 2045 X PUTNAM FIDUCIARY TRUST CO · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $13.2M | 10.4% | |
| PUTN RET ADV MAT X PUTNAM FIDUCIARY TRUST CO · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $8.3M | 6.6% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $6.4M | 5.1% | |
| PUTN RET ADV 2055 X PUTNAM FIDUCIARY TRUST CO · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $829K | 0.7% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $470K | 0.4% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $468K | 0.4% | |
| PUTN RET ADV 2065 X PUTNAM FIDUCIARY TRUST CO · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $419K | 0.3% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $85K | <0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $75K | <0.1% | |
| PUTN RET ADV 2025 X PUTNAM FIDUCIARY TRUST CO · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $35K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $34K | <0.1% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $29K | <0.1% | |
| FLEXPATH CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $29K | <0.1% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| WA CORE PLUS BD II 1 GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEISBERG MOLE KRANTZ GOLDFARB LLP | 11-3619178 | — | ACCOUNTANT/AUDITOR | $54K | — |
