Casey Hudson signed IHC LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IHC LLC's EIN is 38-1690288.
Download the official 2024 Form 5500 (PDF) for IHC LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IHC 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINEDY BY EMPLOYER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | — | PORTLAND, OR | RETAINED BY EMPLOYER | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Fund 4 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $831K | 16.9% | |
| MFS Institutional MFS Intl Diversification Fund R4 | Mutual Funds | — | — | $695K | 14.1% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $653K | 13.3% | |
| William Blair William Blair Large Cap Growth Fund | Other securities | — | — | $418K | 8.5% | |
| Thornburg Strategic Thornburg Strategic Income Fund R5 | Other securities | — | — | $386K | 7.8% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $372K | 7.6% | |
| METLIFE SV SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $349K | 7.1% | |
| Putnam Small Cap Growth Fund Y | Mutual Funds | — | — | $206K | 4.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $151K | 3.1% | |
| Blackrock MC Gth Equity Prt Inst | Other securities | — | — | $143K | 2.9% | |
| MFS Institutional MFS Mid Cap Value Fund R3 | Mutual Funds | — | — | $131K | 2.7% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $122K | 2.5% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $96K | 1.9% | |
| American Funds American New World Fund R6 | Mutual Funds | — | — | $94K | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $30K | 0.6% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $30K | 0.6% | |
| JP Morgan JPMorgan US Govt Money Market Cap | Cash / Money Market | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
