Elizabeth Vanderheiden signed Ingenio, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ingenio, LLC's EIN is 46-2272131.
Download the official 2024 Form 5500 (PDF) for Ingenio, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ingenio, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES | 80-0833114 | — | INSURANCE AGENT/BROK | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Shares Fund | Common Collective Trusts | — | — | $2.7M | 16.3% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.9M | 11.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.6M | 9.6% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.6M | 9.5% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.4M | 8.6% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.2M | 7.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $1.1M | 6.6% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $755K | 4.5% | |
| Fidelity Brokeragelink Common Stock | Mutual Funds | — | — | $592K | 3.6% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $582K | 3.5% | |
| Vanguard Equity Income Investor Fund | Mutual Funds | — | — | $513K | 3.1% | |
| Fidelity Government Money Market Fund Premium Class | Mutual Funds | — | — | $483K | 2.9% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $440K | 2.6% | |
| Vanguard Extended Market Index Admiral Shares Fund | Mutual Funds | — | — | $347K | 2.1% | |
| Inestco Oppenheimer International Growth R6 Fund | Mutual Funds | — | — | $235K | 1.4% | |
| Metwest Total Return Bond Fund | Other securities | — | — | $232K | 1.4% | |
| Vanguard Total International Stock Admiral Shares Fund | Mutual Funds | — | — | $211K | 1.3% | |
| Participant loans receivable - 12 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $158K | 1.0% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $142K | 0.9% | |
| Vanguard Real Estate Index Admiral Shares Fund | Mutual Funds | — | — | $130K | 0.8% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $75K | 0.5% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $67K | 0.4% | |
| Fidelity Brokeragelink Units | Mutual Funds | — | — | $63K | 0.4% | |
| Fidelity Brokeragelink External Fund | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $20K | 0.1% | |
| Fidelity Brokeragelink Option | Mutual Funds | — | — | $15K | <0.1% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $14K | <0.1% | |
| Fidelity Brokeragelink External Fund - Cash ** 581 * Fidelity Brokeragelink Fidelity Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
