Roger Boelter signed Identisys Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Identisys Incorporated's EIN is 41-1938567.
Download the official 2024 Form 5500 (PDF) for Identisys Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Identisys Incorporated'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $0 | $3.2M | 20.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $2.3M | 14.7% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.7M | 10.6% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.3M | 8.3% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.2M | 7.4% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.1M | 6.7% | |
| MetLife SV Fd Ser 25053 Cl 0 | Other securities | — | $0 | $1.1M | 6.7% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $984K | 6.2% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $984K | 6.2% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $495K | 3.1% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $489K | 3.1% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $460K | 2.9% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $319K | 2.0% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $312K | 2.0% | |
| PIMCO StocksPLUS Small I Fund | Mutual Funds | — | $0 | $260K | 1.6% | |
| Prin/BR S&P Mid Index CIT N | Common Collective Trusts | — | $0 | $258K | 1.6% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $233K | 1.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $97K | 0.6% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $76K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $31K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IDENTISYS, INC | 41-1938567 | — | ACCOUNTANT | $14K | — |
