Jonathan David Heard signed Interflex Acquisition Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interflex Acquisition Company, LLC's EIN is 45-4657307.
Download the official 2024 Form 5500 (PDF) for Interflex Acquisition Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interflex Acquisition Company, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $2.2M | 17.2% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.7M | 13.3% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.6M | 12.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $808K | 6.3% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $761K | 5.9% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $653K | 5.1% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $534K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $529K | 4.1% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $518K | 4.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $477K | 3.7% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $405K | 3.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $398K | 3.1% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $330K | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $313K | 2.4% | |
| Dodge & Cox Income X Dodge 0 | Mutual Funds | — | — | $305K | 2.4% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $276K | 2.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $264K | 2.0% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $250K | 1.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $149K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $116K | 0.9% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $82K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $71K | 0.5% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $43K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $42K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $18K | 0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $3K | — |
