Allison Schmoekel signed Imperial Clinical Research Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imperial Clinical Research Services, LLC's EIN is 38-1795049.
Download the official 2024 Form 5500 (PDF) for Imperial Clinical Research Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imperial Clinical Research Services, LLC'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $31K | — |
| ONEAMERICA INVESTMENT ADVISORY SERV | 81-3920167 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY |
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 Index 500 Fund # | Mutual Funds | — | — | $4.2M | 17.3% | |
| Vanguard Target Retirement 2030 # | Mutual Funds | — | — | $2.7M | 11.1% | |
| Vanguard Target Retirement 2040 # | Mutual Funds | — | — | $2.0M | 8.5% | |
| Vanguard Small Cap Index Fund # | Common Collective Trusts | — | — | $2.0M | 8.5% | |
| Vanguard Target Retirement 2050 # | Mutual Funds | — | — | $1.8M | 7.4% | |
| Vanguard Target Retirement 2020 # | Mutual Funds | — | — | $1.4M | 5.8% | |
| Vanguard Equity Income Fund # | Mutual Funds | — | — | $1.3M | 5.5% | |
| Vanguard Mid Cap Value Index Fund # | Common Collective Trusts | — | — | $1.2M | 5.1% | |
| T Rowe Price Blue Chip Growth Fund I # | Mutual Funds | — | — | $1.1M | 4.5% | |
| Baron Growth Fund # | Mutual Funds | — | — | $922K | 3.8% | |
| Vanguard Mid Cap Index Fund # | Common Collective Trusts | — | — | $878K | 3.7% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $871K | 3.6% | |
| Columbia Total Return Bond Fund Institutional # | Other securities | — | — | $821K | 3.4% | |
| Vanguard Total International Stock # | Mutual Funds | — | — | $821K | 3.4% | |
| Dodge & Cox Balanced Fund # | Mutual Funds | — | — | $622K | 2.6% | |
| Janus Advisor Enterprise Fund Class A # | Mutual Funds | — | — | $572K | 2.4% | |
| Vanguard Target Retirement Income Fund # | Mutual Funds | — | — | $331K | 1.4% | |
| Vanguard Target Retirement 2060 # | Mutual Funds | — | — | $254K | 1.1% | |
| maturing through March 2029. | Other securities | — | — | $124K | 0.5% | |
| Fidelity Advisor Equity Growth Class I # | Mutual Funds | — | — | $55K | 0.2% | |
| Non-Interest-Bearing Cash * Cash # | Cash / Money Market | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2070 # | Mutual Funds | — | — | $14K | <0.1% | |
| Massachusetts Financial Services International Diversification Fund R3 # | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 75-3182674 |
| — |
| NONE |
| $0 |
| — |
