Michelle Jacobs signed IBT, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBT, Inc.'s EIN is 44-0560729.
Download the official 2023 Form 5500 (PDF) for IBT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IBT, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISOR LLC | 27-3055170 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR (2771) | Common Collective Trusts | — | — | $6.3M | 14.8% | |
| FID FDM IDX 2040 IPR (2772) | Common Collective Trusts | — | — | $5.2M | 12.2% | |
| FID FDM IDX 2025 IPR (2769) | Common Collective Trusts | — | — | $5.0M | 11.7% | |
| FID FDM IDX 2030 IPR (2770) | Common Collective Trusts | — | — | $4.7M | 11.2% | |
| FID 500 INDEX (2328) | Common Collective Trusts | — | — | $2.4M | 5.6% | |
| FID FDM IDX 2015 IPR (2767) | Common Collective Trusts | — | — | $2.4M | 5.6% | |
| VANG GROWTH IDX ADM (OMSW) | Common Collective Trusts | — | — | $1.9M | 4.6% | |
| FID FDM IDX 2045 IPR (2773) | Common Collective Trusts | — | — | $1.7M | 4.1% | |
| FID FDM IDX 2050 IPR (2774) | Common Collective Trusts | — | — | $1.5M | 3.6% | |
| VANG VALUE IDX ADM (OMSV) | Common Collective Trusts | — | — | $1.4M | 3.2% | |
| VANG TOT BD MKT ADM (OQAZ) | Other securities | — | — | $1.1M | 2.6% | |
| FID INTL INDEX (2363) | Mutual Funds | — | — | $1.1M | 2.5% | |
| FID FDM IDX 2055 IPR (2775) | Common Collective Trusts | — | — | $988K | 2.3% | |
| PARTICIPANT LOANS (INTEREST RATES RANGING FROM 4.25% TO 9.25%) | Bonds / Notes | — | — | $714K | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $693K | 1.6% | |
| FID MID CAP IDX (2352) | Common Collective Trusts | — | — | $636K | 1.5% | |
| FID FDM IDX 2020 IPR (2768) | Common Collective Trusts | — | — | $623K | 1.5% | |
| METWEST TOT RTN BD I (OQDK) | Other securities | — | — | $623K | 1.5% | |
| FID FDM IDX 2060 IPR (2776) | Common Collective Trusts | — | — | $580K | 1.4% | |
| VANG SMCPVL IDX ADM (OYUY) | Common Collective Trusts | — | — | $522K | 1.2% | |
| VANG EM STK IDX ADM (OS4W) | Common Collective Trusts | — | — | $441K | 1.0% | |
| AF CAP WORLD F&I R6 (OUBI) | Other securities | — | — | $400K | 0.9% | |
| FID FDM IDX 2010 IPR (2766) | Common Collective Trusts | — | — | $330K | 0.8% | |
| DFA INF PRT SEC PORT (OUTW) | Mutual Funds | — | — | $271K | 0.6% | |
| IS R2000 SM-CAP K (OS0K) | Other securities | — | — | $266K | 0.6% | |
| VANG SMCP GR IDX ADM (OYTT) | Common Collective Trusts | — | — | $231K | 0.5% | |
| FID FDM IDX INC IPR (2764) | Common Collective Trusts | — | — | $169K | 0.4% | |
| BWG GLB OPP BOND I (OY4Y) | Other securities | — | — | $156K | 0.4% | |
| FID FDM IDX 2065 IPR (3427) | Common Collective Trusts | — | — | $64K | 0.2% | |
| VAN REAL EST IDX ADM (OQNJ) | Common Collective Trusts | — | — | $58K | 0.1% | |
| FID GOVT MMKT K6 (3067) | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $18K |
| — |
