Lee Brockney signed I.C. System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I.C. System, Inc.'s EIN is 41-0739183.
Download the official 2024 Form 5500 (PDF) for I.C. System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I.C. System, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Guaranteed Investment Account | Other securities | — | — | $7.7M | 20.9% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.7M | 12.8% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $4.3M | 11.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.4M | 9.3% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.8% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.3M | 6.2% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.3M | 6.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.2M | 5.9% | |
| Empower Fidelity Contrafund | Mutual Funds | — | — | $1.9M | 5.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.4% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $1.0M | 2.8% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $830K | 2.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $467K | 1.3% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $450K | 1.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $342K | 0.9% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $312K | 0.8% | |
| American Funds New World Fund | Mutual Funds | — | — | $209K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $186K | 0.5% | |
| DFA INFLATION-PROTECTED SECURITIES DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $127K | 0.3% | |
| Empower Invesco Discovery | Mutual Funds | — | — | $125K | 0.3% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $120K | 0.3% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $70K | 0.2% | |
| PIMCO Global Bond Fund | Mutual Funds | — | — | $64K | 0.2% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $35K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2055 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2045 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2050 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2005 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2010 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2030 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIRE 2060 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2025 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2040 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DISCOVERY Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2035 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2015 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RTRMNT 2020 I EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
