Ivonne Ferradas signed Independent Living Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Living Systems' EIN is 45-0481642.
Download the official 2024 Form 5500 (PDF) for Independent Living Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Living Systems' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $50K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement Fund Institutional Stock mutual fund | Other securities | — | — | $4.8M | 15.1% | |
| Shares Blackrock Lifepath Index 2030 Institutional Shares Stock mutual fund | Other securities | — | — | $4.8M | 15.1% | |
| Blackrock Lifepath Index 2035 Institutional Shares Stock mutual fund | Other securities | — | — | $4.0M | 12.7% | |
| Blackrock Lifepath Index 2045 Institutional Shares Stock mutual fund | Other securities | — | — | $2.5M | 8.0% | |
| Fidelity Contrafund Stock mutual fund | Mutual Funds | — | — | $2.5M | 7.8% | |
| Blackrock Lifepath Index 2055 Institutional Shares Stock mutual fund | Other securities | — | — | $2.3M | 7.1% | |
| Blackrock Lifepath Index 2040 Institutional Shares Stock mutual fund | Other securities | — | — | $2.3M | 7.1% | |
| Blackrock Lifepath Index 2050 Institutional Shares Stock mutual fund | Other securities | — | — | $2.0M | 6.1% | |
| iShares Total US Stock Market Index Fund Institutional Stock mutual fund | Common Collective Trusts | — | — | $1.4M | 4.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| Victory Sycamore Established Value Fund Class I Stock mutual fund | Other securities | — | — | $649K | 2.0% | |
| iShares US Aggregate Bond Index Fund Institutional Shares Bond mutual fund | Common Collective Trusts | — | — | $580K | 1.8% | |
| Notes Receivable from Participants Interest rates ranging $-- | Other securities | — | — | $576K | 1.8% | |
| DFA US Targeted Value Portfolio Institutional Class Stock mutual fund | Mutual Funds | — | — | $313K | 1.0% | |
| PGIM High-Yield Fund Class R6 Bond mutual fund | Other securities | — | — | $299K | 0.9% | |
| T. Rowe Price Value Fund I Class Stock mutual fund | Other securities | — | — | $273K | 0.9% | |
| James Henderson Triton Fund Class I Stock mutual fund | Other securities | — | — | $255K | 0.8% | |
| Blackrock Lifepath Index 2065 Institutional Shares Stock mutual fund | Other securities | — | — | $175K | 0.6% | |
| PGIM Global Real Estate Fund Class R6 Stock mutual fund | Other securities | — | — | $167K | 0.5% | |
| Invesco Mid Cap Growth Trust Class A1 Stock mutual fund | Mutual Funds | — | — | $165K | 0.5% | |
| INV DISC MD-CP GR A1 INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $165K | 0.5% | |
| American Funds EuroPacific Growth Fund Class R6 Stock mutual fund | Mutual Funds | — | — | $148K | 0.5% | |
| American Funds New World Fund Class R6 Stock mutual fund | Mutual Funds | — | — | $64K | 0.2% | |
| T. Rowe Price International Discovery Fund Stock mutual fund | Other securities | — | — | $53K | 0.2% | |
| Blackrock Lifepath Index 2065 Institutional Shares Stock mutual fund | Other securities | — | — | $53K | 0.2% | |
| iShares MSCI Total International Index Fund Institutional Stock mutual fund | Common Collective Trusts | — | — | $52K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
