Elleni Zelko signed Itential, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Itential, Inc.'s EIN is 46-4934449.
Download the official 2024 Form 5500 (PDF) for Itential, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Itential, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
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 |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $2.6M | 17.6% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 a | Other securities | — | — | $2.3M | 15.5% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 a | Other securities | — | — | $1.6M | 11.0% | |
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 a | Other securities | — | — | $1.3M | 9.0% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 a | Other securities | — | — | $1.3M | 8.8% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 a | Other securities | — | — | $1.3M | 8.6% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 a | Other securities | — | — | $1.1M | 7.5% | |
| Fidelity Nasdaq Composite Index Fund a | Common Collective Trusts | — | — | $737K | 5.0% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $440K | 3.0% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 a | Other securities | — | — | $396K | 2.7% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $196K | 1.3% | |
| Fidelity Small Cap Index Fund a | Common Collective Trusts | — | — | $155K | 1.0% | |
| Fidelity International Index Fund a | Common Collective Trusts | — | — | $154K | 1.0% | |
| Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $140K | 0.9% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $125K | 0.8% | |
| Participant loans Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $118K | 0.8% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 a | Other securities | — | — | $106K | 0.7% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $104K | 0.7% | |
| Prudential High Yield Fund - Class R6 a | Other securities | — | — | $100K | 0.7% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $73K | 0.5% | |
| JPMorgan Mid Cap Growth Fund Class R6 a | Other securities | — | — | $68K | 0.5% | |
| Allspring Special Small Cap Value Fund - Class R6 a | Other securities | — | — | $66K | 0.4% | |
| Goldman Sachs Emerging Markets Equity Fund Class R6 a | Other securities | — | — | $41K | 0.3% | |
| Invesco Small Cap Growth Fund Class R6 a | Mutual Funds | — | — | $41K | 0.3% | |
| State Street Aggregate Bond Index Fund Class K a | Common Collective Trusts | — | — | $40K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z a | Common Stocks | — | — | $38K | 0.3% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 a | Other securities | — | — | $30K | 0.2% | |
| Prudential Total Return Bond Fund - Class R6 a | Other securities | — | — | $29K | 0.2% | |
| JPMorgan SmartRetirement Blend 2065 Fund Class R6 a | Other securities | — | — | $14K | <0.1% | |
| Dimensional Fund Advisors Commodity Strategy Portfolio Institutional Class a | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R-6 a | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Government Money Market Fund - Class K6 a | Mutual Funds | — | — | $5K | <0.1% | |
| JPMorgan SmartRetirement Blend Income Fund Class R6 a | Other securities | — | — | $5K | <0.1% | |
| The Hartford Strategic Income Fund Class R6 a | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
