Dijana Karajic signed Its Technologies & Logistics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Its Technologies & Logistics, LLC's EIN is 36-4427852.
Download the official 2024 Form 5500 (PDF) for Its Technologies & Logistics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Its Technologies & Logistics, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $206K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Funds Schwab Target 2030 Index | Mutual Funds | — | — | $8.4M | 14.3% | |
| Schwab Funds Schwab Target 2025 Index | Mutual Funds | — | — | $6.9M | 11.7% | |
| Schwab Funds Schwab Target 2045 Index | Mutual Funds | — | — | $6.3M | 10.8% | |
| Schwab Funds Schwab Target 2040 Index | Mutual Funds | — | — | $6.2M | 10.6% | |
| Schwab Funds Schwab Target 2035 Index | Mutual Funds | — | — | $5.9M | 10.1% | |
| Fidelity Investments Fidelity Large Cap Growth Index | Mutual Funds | — | — | $3.1M | 5.3% | |
| Collective Trust Funds Putnam Fiduciary Trust Co. Putnam Stable Value Fund | Stable Value | — | — | $3.1M | 5.2% | |
| Schwab Funds Schwab Target 2050 Index | Mutual Funds | — | — | $3.0M | 5.2% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.9M | 5.0% | |
| Schwab Funds Schwab Target 2055 Index | Mutual Funds | — | — | $2.6M | 4.5% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates from 4.25% to 10.50% | Bonds / Notes | — | — | $2.5M | 4.3% | |
| Schwab Funds Schwab Target 2020 Index | Mutual Funds | — | — | $2.3M | 4.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 3.4% | |
| Schwab Funds Schwab Target 2060 Index | Mutual Funds | — | — | $1.3M | 2.2% | |
| Schwab Funds Schwab Target 2015 Index | Mutual Funds | — | — | $1.1M | 1.9% | |
| Schwab Funds Schwab Target 2065 Index | Mutual Funds | — | — | $790K | 1.3% | |
| Fidelity Investments Fidelity Global ex US Index | Mutual Funds | — | — | $785K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $623K | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Value Index | Mutual Funds | — | — | $364K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Value Index | Mutual Funds | — | — | $322K | 0.6% | |
| Schwab Funds Schwab Target 2010 Index | Mutual Funds | — | — | $307K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $290K | 0.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $286K | 0.5% | |
| American Funds American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $141K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $117K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 74-2794194 | — | INVESTMENT ADVISORY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $15K | — |
