Jaclyn Rosamilia signed Icapital Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Icapital Network, Inc.'s EIN is 46-2479130.
Download the official 2024 Form 5500 (PDF) for Icapital Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Icapital Network, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $83K | — |
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 CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $25.7M | 30.1% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $9.4M | 11.0% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $9.4M | 11.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $9.4M | 11.0% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $9.0M | 10.6% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $4.9M | 5.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $3.0M | 3.5% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.8M | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.6M | 1.8% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $1.0M | 1.2% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $980K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $943K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $876K | 1.0% | |
| American Century American Century Ultra R6 | Other securities | — | — | $802K | 0.9% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $729K | 0.9% | |
| Maturing February 2025 to November 2029 | Other securities | — | — | $585K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $548K | 0.6% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $467K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $413K | 0.5% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $405K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $292K | 0.3% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $258K | 0.3% | |
| DFA Emerging Markets Value I | Mutual Funds | — | — | $220K | 0.3% | |
| DFA International Value I | Mutual Funds | — | — | $187K | 0.2% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $186K | 0.2% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $176K | 0.2% | |
| COLUMBIA DIVIDEND VALUE IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $123K | 0.1% | |
| DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $103K | 0.1% | |
| DFA International Small Company I | Mutual Funds | — | — | $102K | 0.1% | |
| Invesco Discovery A | Mutual Funds | — | — | $100K | 0.1% | |
| DFA International Small Cap Value I | Mutual Funds | — | — | $85K | <0.1% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $72K | <0.1% | |
| Victory Capital Victory Sycamore Established Value R | Other securities | — | — | $65K | <0.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth A | Other securities | — | — | $16K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND VAL (IS PLATFORM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $105K | — |
