Patricia Young signed Insource Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insource Technologies, Inc.'s EIN is 34-1847713.
Download the official 2024 Form 5500 (PDF) for Insource Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insource Technologies, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | 45-0140105 | GRAND FORKS, ND | NONE | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Funds | Mutual Funds | — | — | $2.0M | 18.4% | |
| Vanguard Target Retirement 2050 Mutual Funds | Mutual Funds | — | — | $1.9M | 17.0% | |
| Vanguard Target Retirement 2030 Mutual Funds | Mutual Funds | — | — | $1.1M | 9.6% | |
| Vanguard Growth Index Admiral Mutual Funds | Mutual Funds | — | — | $878K | 8.0% | |
| Vanguard 500 Index Admiral Fd 540 Mutual Funds | Common Collective Trusts | — | — | $635K | 5.8% | |
| Vanguard Target Retirement 2060 Invs Mutual Funds | Mutual Funds | — | — | $610K | 5.6% | |
| Fidelity Select Software And It Services Portfolio Mutual Funds | Mutual Funds | — | — | $571K | 5.2% | |
| Mfs Global Equity Fd Cl R6 Mutual Funds | Mutual Funds | — | — | $513K | 4.7% | |
| Pimco Income Fund Instl Mutual Funds | Mutual Funds | — | — | $437K | 4.0% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $386K | 3.5% | |
| John Hancock Disciplined Value Mid Cap I Mutual Funds | Other securities | — | — | $296K | 2.7% | |
| Neuberger Berman Intrinsic Value Instl Mutual Funds | Other securities | — | — | $270K | 2.5% | |
| Vanguard Dividend Appreciation Index Fd Admiral Shs Mutual Funds | Mutual Funds | — | — | $268K | 2.4% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | Bonds / Notes | — | — | $239K | 2.2% | |
| Primecap Odyssey Aggressive Growth Mutual Funds | Mutual Funds | — | — | $161K | 1.5% | |
| Bridgeway Small Cap Value Class N Mutual Funds | Other securities | — | — | $155K | 1.4% | |
| Vanguard Total Intnlstock Index Admiral Mutual Funds | Mutual Funds | — | — | $150K | 1.4% | |
| Vanguard Small Cap Index Admiral Fund #548 Mutual Funds | Mutual Funds | — | — | $130K | 1.2% | |
| Vanguard Target Retirement 2020 Mutual Funds | Mutual Funds | — | — | $112K | 1.0% | |
| American Century Onechoice Inretir Instl Mutual Funds | Other securities | — | — | $103K | 0.9% | |
| American Funds New World Fund Class A #36 Mutual Funds | Mutual Funds | — | — | $55K | 0.5% | |
| Vanguard Value Index Admiral Fund #506 Mutual Funds | Mutual Funds | — | — | $42K | 0.4% | |
| Dodge & Cox Income Fund Mutual Funds | Mutual Funds | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
