Evangeline Jimeno signed IRIS Telehealth, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IRIS Telehealth, Inc.'s EIN is 36-4880117.
Download the official 2024 Form 5500 (PDF) for IRIS Telehealth, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IRIS Telehealth, 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 | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
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 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $4.5M | 19.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.7M | 16.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.6M | 11.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 8.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 7.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.6M | 6.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 6.5% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $810K | 3.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $762K | 3.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $510K | 2.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $330K | 1.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $322K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $307K | 1.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $241K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $239K | 1.0% | |
| COLUMBIA CONTRARIAN CORE I2 | Registered Investment Companies | — | — | $189K | 0.8% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $183K | 0.8% | |
| PUTNAM LARGE CAP VALUE Y | Registered Investment Companies | — | — | $164K | 0.7% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $125K | 0.5% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $120K | 0.5% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $117K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $107K | 0.5% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $92K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $78K | 0.3% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $73K | 0.3% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $63K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $52K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $43K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $57K |
| — |
