Shirley Horner signed Information Technology Strategie's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Information Technology Strategie's EIN is 33-1019658.
Download the official 2024 Form 5500 (PDF) for Information Technology Strategie from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Information Technology Strategie'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $930K | 18.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $586K | 11.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $474K | 9.5% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $387K | 7.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $379K | 7.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $370K | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $265K | 5.3% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $249K | 5.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $244K | 4.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $211K | 4.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $163K | 3.3% | |
| T ROWE PRICE VALUE FUND I | Registered Investment Companies | — | — | $139K | 2.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $119K | 2.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $107K | 2.1% | |
| VIC PIO INTERNATIONAL EQ R6 | Registered Investment Companies | — | — | $64K | 1.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $59K | 1.2% | |
| PUTNAM SM CAP GWTHR6 113 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $57K | 1.1% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $46K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $43K | 0.9% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $13K | 0.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 3 REGISTERED INVESTMENT COMPANY AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $7K | 0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
