Erika Patterson signed Inogen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inogen, Inc.'s EIN is 33-0989359.
Download the official 2024 Form 5500 (PDF) for Inogen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inogen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.9M | 16.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5.2M | 14.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.2M | 9.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.1M | 8.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 8.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.9M | 8.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 8.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.5M | 4.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $984K | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $682K | 1.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $580K | 1.6% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $472K | 1.3% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $394K | 1.1% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $368K | 1.0% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $365K | 1.0% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $355K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $331K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $317K | 0.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $313K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $280K | 0.8% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $231K | 0.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $217K | 0.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $216K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.