Issues Management, Inc.'s EIN is 46-0398668.
Download the official 2024 Form 5500 (PDF) for Issues Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Issues Management, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMER FDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.0M | 17.1% | |
| GREAT GRAY TRUST AMER FDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $924K | 15.8% | |
| Ishares U.S. Aggregate Bond Index K Mutual Funds | Other securities | — | — | $615K | 10.5% | |
| GREAT GRAY TRUST AMER FDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $518K | 8.8% | |
| GREAT GRAY TRUST AMER FDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $491K | 8.4% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $475K | 8.1% | |
| Fidelity Total International Index Mutual Funds | Mutual Funds | — | — | $370K | 6.3% | |
| GREAT GRAY TRUST AMER FDS 2060 I GREAT GRAY · EIN 38-4166268 / PN 572 | Common Collective Trust | — | — | $295K | 5.0% | |
| Royce Small ‐ Cap Opportunity Instl Mutual Funds 14 * EI Fixed Account ‐ Series Class I Guaranteed Investment Contract | Stable Value | — | — | $180K | 3.1% | |
| Fidelity Emerging Markets Mutual Funds 2 Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $169K | 2.9% | |
| American Funds Inflation Linked BD R6 Mutual Funds | Mutual Funds | — | — | $104K | 1.8% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $91K | 1.6% | |
| Participant Loans 4.16% ‐ 9.5% | Bonds / Notes | — | — | $86K | 1.5% | |
| PGIM High‐Yield R6 Mutual Funds | Other securities | — | — | $42K | 0.7% | |
| JPMorgan U.S. Value R6 Mutual Funds | Other securities | — | — | $39K | 0.7% | |
| Interest (b) Identity of Issue (c) Description of Investment Value American Century Small Cap Growth R6 Mutual Funds | Other securities | — | — | $19K | 0.3% | |
| Fidelity Advisor Value Z Mutual Funds | Mutual Funds | — | — | $19K | 0.3% | |
| Fidelity Advisor Strategic Income Z Mutual Funds | Mutual Funds | — | — | $16K | 0.3% | |
| PIMCO Real Estate Real Return Strategy I Mutual Funds | Mutual Funds | — | — | $15K | 0.2% | |
| PGIM Jennison International Opps R6 Mutual Funds | Other securities | — | — | $14K | 0.2% | |
| Putnam Large Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $12K | 0.2% | |
| Fidelity Advisor Investment Gr Bd Z Mutual Funds | Mutual Funds | — | — | $9K | 0.2% | |
| Clearbridge Select IS Mutual Funds | Other securities | — | — | $1K | <0.1% | |
| GREAT GRAY TRUST AMER FDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $186 | <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 |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $18K | — |
