PHIL Kelly signed IP Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IP Corporation's EIN is 41-0850438.
Download the official 2024 Form 5500 (PDF) for IP Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IP Corporation'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $33K | — |
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 Retirement Savings Trust II | Mutual Funds | — | — | $15.8M | 13.6% | |
| ILarge Cap Growth Fund III | Other securities | — | — | $10.7M | 9.2% | |
| Notes Receivable from Participants | Other securities | — | — | $10.3M | 8.9% | |
| Vanguard Growth Index Fund Inst | Common Collective Trusts | — | — | $9.8M | 8.5% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $8.3M | 7.2% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.3M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.4M | 5.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $5.0M | 4.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.7M | 4.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $4.0M | 3.5% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $3.1M | 2.7% | |
| LARGE CAP GROWTH FUND III; CL R1 GREAT GRAY TRUST COMPANY · EIN 92-1941236 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.0M | 2.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 2.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.7M | 2.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.6M | 2.2% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.6M | 2.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $2.4M | 2.1% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $2.3M | 2.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.2M | 1.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.0M | 1.8% | |
| Vanguard Growth and Income Fund | Mutual Funds | — | — | $2.0M | 1.8% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.9M | 1.6% | |
| JPMorgan Mid Cap Growth Fund; Class R6 | Other securities | — | — | $1.4M | 1.2% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.4M | 1.2% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| Vanguard Cash Reserves Federal MM Fund | Mutual Funds | — | — | $1.2M | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $932K | 0.8% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $610K | 0.5% | |
| T. Rowe Price Mid-Cap Value Fund | Other securities | — | — | $580K | 0.5% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $579K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $573K | 0.5% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $484K | 0.4% | |
| Neuberger Berman Genesis Fund Trust Class | Other securities | — | — | $166K | 0.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $97K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $68K | <0.1% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| AB US LARGE CAP GRWTH W SERIES;CL M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
