Jamie Fisher signed Innovative Scientific Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Scientific Solutions, Inc.'s EIN is 31-1437643.
Download the official 2024 Form 5500 (PDF) for Innovative Scientific Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Scientific Solutions, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $70K | — |
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | — | RECORDKEEPER | $38 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUMMIT GLOBAL INVESTMENTS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock S&P 500 Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $3.3M | 19.2% | |
| American Century Diversified Bond Fund Mutual Fund (1) | Other securities | — | — | $2.2M | 12.7% | |
| ClearBridge Large Cap Growth Fund Mutual Fund (1) | Other securities | — | — | $1.7M | 10.0% | |
| Vanguard Small Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $1.6M | 9.1% | |
| Invesco Diversified Dividend Fund Mutual Fund (1) | Mutual Funds | — | — | $1.3M | 7.6% | |
| Transamerica Stable Value Advantage Option Group Annuity Contract (1) | Stable Value | — | — | $908K | 5.3% | |
| Vanguard Mid Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $819K | 4.8% | |
| Summit GI US Low Volatility Equity Fund Mutual Fund (1) | Other securities | — | — | $726K | 4.2% | |
| Janus Henderson Global Technology and Innovation Fund Mutual Fund (1) | Mutual Funds | — | — | $668K | 3.9% | |
| Vanguard Total International StockIndex Fund Mutual Fund (1) | Common Collective Trusts | — | — | $592K | 3.5% | |
| DFA Emerging Markets Fund Mutual Fund (1) | Mutual Funds | — | — | $393K | 2.3% | |
| Janus Henderson Triton Fund Mutual Fund (1) | Mutual Funds | — | — | $374K | 2.2% | |
| Invesco EQV International Equity Fund Mutual Fund (1) | Mutual Funds | — | — | $373K | 2.2% | |
| Templeton Institutional International Equity Fund Mutual Fund (1) | Mutual Funds | — | — | $372K | 2.2% | |
| DFA US Targeted Value Fund Mutual Fund (1) | Mutual Funds | — | — | $364K | 2.1% | |
| Pioneer Select Mid Cap Growth Fund Mutual Fund (1) | Other securities | — | — | $347K | 2.0% | |
| Victory Sycamore Established Value Fund Mutual Fund (1) | Other securities | — | — | $311K | 1.8% | |
| Federated Hermes High Yield Bond Fund Mutual Fund (1) | Other securities | — | — | $269K | 1.6% | |
| DWS Real Estate Securities Fund Mutual Fund (1) | Other securities | — | — | $191K | 1.1% | |
| BNY Mellon Global Fixed Income Fund Mutual Fund (1) | Other securities | — | — | $186K | 1.1% | |
| Janus Henderson Global Life Science Fund Mutual Fund (1) | Mutual Funds | — | — | $103K | 0.6% | |
| Participant Loans Interest rates range 4.25%-9.50% -0- | Bonds / Notes | — | — | $45K | 0.3% | |
| Davis Financial Fund Mutual Fund (1) | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-3616371 |
| — |
| INVESTMENT ADVISORY - PL |
| $47K |
| — |
