IAN Carroll signed IQOR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IQOR, Inc.'s EIN is 31-1591790.
Download the official 2024 Form 5500 (PDF) for IQOR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IQOR, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVS | 01-0233346 | — | RETAINED BY THE CLIENT | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE COMPANY | — | MONROE, NJ | RETAINED BY EMPLOYER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Large-Cap Index Mutual Fund | Other securities | — | — | $7.1M | 14.5% | |
| American Funds The Growth Fund of America R3 Mutual Fund | Mutual Funds | — | — | $6.9M | 14.2% | |
| New York Life Guaranteed * Investment Contract Interest Account | Other securities | — | — | $5.6M | 11.5% | |
| American Century Investments One Choice 2030 Portfolio I Class Mutual Fund | Other securities | — | — | $3.5M | 7.2% | |
| American Century Investments One Choice 2040 Portfolio I Class Mutual Fund | Other securities | — | — | $3.2M | 6.6% | |
| Fidelity Advisor Mid Cap II Mutual Fund | Mutual Funds | — | — | $3.0M | 6.1% | |
| American Century Investments One Choice In Retirement Portfolio I Class Mutual Fund | Other securities | — | — | $2.4M | 5.0% | |
| Invesco Main Street Mutual Fund | Mutual Funds | — | — | $2.2M | 4.5% | |
| American Funds Washington Mutual Investors R3 Mutual Fund | Mutual Funds | — | — | $1.7M | 3.6% | |
| American Funds Balanced Fund R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| American Century Investments One Choice 2050 Portfolio I Class Mutual Fund | Other securities | — | — | $1.4M | 3.0% | |
| American Century Mid Cap Value Fund R Mutual Fund | Other securities | — | — | $1.4M | 2.9% | |
| Fidelity Advisor Investment Grade Bond Fund Class I Mutual Fund | Mutual Funds | — | — | $1.4M | 2.9% | |
| Invesco International Equity R Mutual Fund | Mutual Funds | — | — | $1.0M | 2.1% | |
| PGIM Jennison Small Company Z Mutual Fund | Common Stocks | — | — | $716K | 1.5% | |
| PIMCO High Yield Fund (Inst) Mutual Fund | Mutual Funds | — | — | $681K | 1.4% | |
| American Century Investments One Choice 2035 Portfolio I Class Mutual Fund | Other securities | — | — | $663K | 1.4% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $638K | 1.3% | |
| various dates through * Notes Receivable from Participants December 2029 - | Other securities | — | — | $561K | 1.2% | |
| Delaware Small Cap Value Mutual Fund | Other securities | — | — | $561K | 1.2% | |
| American Century Investments One Choice 2045 Portfolio I Class Mutual Fund | Other securities | — | — | $469K | 1.0% | |
| MFS International Intrinsic Value Fund Mutual Fund | Mutual Funds | — | — | $439K | 0.9% | |
| PIMCO Real Return A Mutual Fund | Mutual Funds | — | — | $276K | 0.6% | |
| American Century Investments One Choice 2055 Portfolio I Class Mutual Fund | Other securities | — | — | $258K | 0.5% | |
| American Century Investments One Choice 2060 Portfolio I Class Mutual Fund | Other securities | — | — | $235K | 0.5% | |
| Loomis Core Plus Bond Fund A Mutual Fund | Other securities | — | — | $219K | 0.5% | |
| Delaware Emerging Markets A Mutual Fund | Other securities | — | — | $172K | 0.4% | |
| American Century Investments One Choice 2025 Portfolio I Class Mutual Fund | Other securities | — | — | $162K | 0.3% | |
| Oakmark International Small Cap II Mutual Fund | Other securities | — | — | $86K | 0.2% | |
| MainStay CBRE Real Estate A Mutual Fund | Other securities | — | — | $63K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
