Tania Lestingi signed Investcloud, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Investcloud, Inc.'s EIN is 32-0412640.
Download the official 2024 Form 5500 (PDF) for Investcloud, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Investcloud, 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 | 01-0233346 | — | RETAINED BY EMPLOYER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK, LLP | 22-1478099 | — | AUDITOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $25.3M | 16.6% | |
| BLACKROCK LIFEPATH IDX 2035 S BLACKROCK TRUST COMPANY · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $22.4M | 14.7% | |
| BLACKROCK LIFEPATH IDX 2030 S BLACKROCK TRUST COMPANY · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $13.7M | 9.0% | |
| BLACKROCK LIFEPATH IDX 2040 S BLACKROCK TRUST COMPANY · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $12.9M | 8.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $8.4M | 5.5% | |
| BLACKROCK LIFEPATH IDX RETIRE BLACKROCK TRUST COMPANY · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $8.1M | 5.3% | |
| BLACKROCK LIFEPATH IDX 2055 S BLACKROCK TRUST COMPANY · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $7.4M | 4.9% | |
| BLACKROCK LIFEPATH IDX 2045 S BLACKROCK TRUST COMPANY · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.2% | |
| LORD ABBETT TTL RET TR II BP GREAT GRAY TRUST COMPANY · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $6.2M | 4.1% | |
| BLACKROCK LIFEPATH IDX 2050 S BLACKROCK TRUST COMPANY · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $5.4M | 3.6% | |
| Hartford Mutual Funds Hartford Core Equity R6 | Other securities | — | — | $5.1M | 3.3% | |
| Self-directed brokerage accounts TD Ameritrade TD Ameritrade Self-Directed Plan Services | Self-Directed Brokerage | — | — | $3.8M | 2.5% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $3.5M | 2.3% | |
| BLACKROCK EAFE EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $3.3M | 2.2% | |
| BLACKROCK LIFEPATH IDX 2060 S BLACKROCK TRUST COMPANY · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.0% | |
| Principal Funds Principal Div Real Asset R6 | Other securities | — | — | $2.8M | 1.8% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| funds Fiserv Inc. Fiserv Company Stock Fd | Common Stocks | — | — | $1.9M | 1.3% | |
| JPMorgan Intl Focus Fund R6 | Other securities | — | — | $1.7M | 1.1% | |
| BLACKROCK LIFEPATH IDX 2065 S BLACKROCK TRUST COMPANY · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.1% | |
| Touchstone Mid Cap Fund R6 | Other securities | — | — | $1.7M | 1.1% | |
| Fidelity Investments Fidelity Emerg Mkts Index Fd | Mutual Funds | — | — | $1.4M | 0.9% | |
| Vanguard ST Treasury Idx Adm | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| various maturity dates (through April 2033) and secured by participant account balance | Other securities | — | — | $1.1M | 0.7% | |
| BlackRock Adv Sm Cap Core K | Other securities | — | — | $1.1M | 0.7% | |
| Pimco Int Bd USD Hedged Inst | Mutual Funds | — | — | $841K | 0.6% | |
| Money market funds JPMorgan US Govt MMkt Cap Cl | Cash / Money Market | — | — | $32K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2025 S BLACKROCK TRUST COMPANY · EIN 20-5114920 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
