TARA Evans signed Ingenuity PREP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ingenuity PREP's EIN is 45-5054392.
Download the official 2024 Form 5500 (PDF) for Ingenuity PREP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ingenuity PREP's 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2055 R3 | Registered Investment Companies | — | — | $1.3M | 39.6% | |
| STATE ST TARGET RET 2050 R3 | Registered Investment Companies | — | — | $432K | 13.6% | |
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $197K | 6.2% | |
| STATE ST TARGET RET 2045 R3 | Registered Investment Companies | — | — | $185K | 5.8% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $175K | 5.5% | |
| STATE ST SMALLMID CAP EQ IDX A | Registered Investment Companies | — | — | $123K | 3.9% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $102K | 3.2% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $78K | 2.4% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $72K | 2.3% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $61K | 1.9% | |
| STATE ST TARGET RET 2060 R3 | Registered Investment Companies | — | — | $51K | 1.6% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $42K | 1.3% | |
| STATE ST TARGET RET 2035 R3 | Registered Investment Companies | — | — | $41K | 1.3% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $37K | 1.2% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $33K | 1.0% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $28K | 0.9% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $25K | 0.8% | |
| STATE ST TARGET RET 2030 R3 | Registered Investment Companies | — | — | $24K | 0.7% | |
| STATE ST TARGET RET 2065 R3 | Registered Investment Companies | — | — | $20K | 0.6% | |
| STATE ST TARGET RET 2020 R3 | Registered Investment Companies | — | — | $15K | 0.5% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $11K | 0.4% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| STATE ST TARGET RETIRE R3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| STATE ST TARGET RET 2025 R3 | Registered Investment Companies | — | — | $4K | 0.1% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
