Brian Caffrey signed Innomark Communications LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innomark Communications LLC's EIN is 31-1730555.
Download the official 2024 Form 5500 (PDF) for Innomark Communications LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innomark Communications LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $24K | — |
| ASCENSUS LLC | 11-3665754 | — | SERVICE PROVIDER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATOMI FINANCIAL DBA COMPOUND PLANNI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Stable value fund * Lincoln Stable Value Account - L7NGPA Fixed income fund # | Stable Value | — | — | $2.6M | 13.0% | |
| Vanguard Growth Index Admiral Shares Large-cap fund # | Mutual Funds | — | — | $2.0M | 10.1% | |
| Vanguard Value Index Admiral Shares Large-cap fund # | Mutual Funds | — | — | $1.9M | 9.6% | |
| Western Asset Core Bond Class IS Bond fund # | Other securities | — | — | $1.7M | 8.3% | |
| Vanguard Inflation Protected Securities Admiral Shares Bond fund # | Mutual Funds | — | — | $1.7M | 8.3% | |
| Ishares Russell Mid Cap Index Class K Mid-cap fund # | Other securities | — | — | $1.5M | 7.3% | |
| Thornburg Limited Term Income Class R6 Bond fund # | Other securities | — | — | $1.4M | 7.2% | |
| Vanguard Developed Markets Index Admiral Shares International fund # | Mutual Funds | — | — | $866K | 4.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $808K | 4.0% | |
| Victory RS International Class Y International fund # | Other securities | — | — | $684K | 3.4% | |
| Vanguard Small Cap Value Index Admiral Shares Small-cap fund # | Mutual Funds | — | — | $581K | 2.9% | |
| Janus Henderson Triton Class N Mid-cap fund # | Mutual Funds | — | — | $493K | 2.5% | |
| Lord Abbett High Yield Class R6 Bond fund # | Mutual Funds | — | — | $432K | 2.2% | |
| Vanguard Target Retirement 2045 Fund Target date fund # | Mutual Funds | — | — | $381K | 1.9% | |
| American Funds New Perspective Class R6 International fund # | Mutual Funds | — | — | $337K | 1.7% | |
| DFA Emerging Markets Institutional Class International fund # | Mutual Funds | — | — | $291K | 1.5% | |
| PIMCO CommoditiesPlus Strategy Institutional Class Commodity fund # | Mutual Funds | — | — | $289K | 1.4% | |
| Vanguard Target Retirement 2040 Fund Target date fund # | Mutual Funds | — | — | $253K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $250K | 1.3% | |
| maximum five-year term unless used for purchase of primary residence. Collateralized by 50% of participant's vested balance, maturing through August 2029. -0- | Bonds / Notes | — | — | $250K | 1.3% | |
| Baron Real Estate Institutional Shares Real estate fund # | Other securities | — | — | $237K | 1.2% | |
| Carillon Eagle Mid Cap Growth Class R6 Mid-cap fund # | Other securities | — | — | $228K | 1.1% | |
| DFA Global Equity Institutional Class International fund # | Mutual Funds | — | — | $166K | 0.8% | |
| Vanguard Target Retirement 2050 Fund Target date fund # | Mutual Funds | — | — | $157K | 0.8% | |
| Vanguard Target Retirement 2030 Fund Target date fund # | Mutual Funds | — | — | $156K | 0.8% | |
| Eventide Gilead Class I Mid-cap fund # | Other securities | — | — | $155K | 0.8% | |
| Vanguard Target Retirement 2060 Fund Target date fund # | Mutual Funds | — | — | $46K | 0.2% | |
| Self-directed brokerage account Schwab Self Directed Brokerage Account Brokerage account # | Self-Directed Brokerage | — | — | $37K | 0.2% | |
| Schwab Self-Direct Cash Fund V Schwab 0 838 Schwab Self-Direct Invest Fund V Schwab 0 | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Federal Money Market Target date fund # | Mutual Funds | — | — | $32K | 0.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $32K | 0.2% | |
| Vanguard Target Retirement 2055 Fund Target date fund # | Mutual Funds | — | — | $23K | 0.1% | |
| Janus Henderson Global Life Sciences Class I Commodity fund # | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Target date fund # | Mutual Funds | — | — | $15K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-1769232 |
| — |
| SERVICE PROVIDER |
| $56K |
| — |
