Alyssa Neiburg signed Independent Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Technologies, LLC's EIN is 47-0685933.
Download the official 2024 Form 5500 (PDF) for Independent Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Technologies, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILVERSTONE ASSET MANAGEMENT, INC. | 20-1113894 |
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 | |||||
|---|---|---|---|---|---|---|
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $2.2M | 29.2% | |
| JPMORGAN US VALUE R6 219 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $924K | 12.0% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $779K | 10.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $538K | 7.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $420K | 5.5% | |
| PIM REALPATH BLEND 2050 INST | Registered Investment Companies | — | — | $371K | 4.8% | |
| PIM REALPATH BLEND 2030 INST | Registered Investment Companies | — | — | $333K | 4.3% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $315K | 4.1% | |
| PRINCIPAL SMALL CAP VALUE R6 213 REGISTERED INVESTMENT COMPANY NYLI MACKAY HY CORP BOND I | Registered Investment Companies | — | — | $294K | 3.8% | |
| PIM REALPATH BLEND 2035 INST | Registered Investment Companies | — | — | $269K | 3.5% | |
| PIM REALPATH BLEND 2055 INST | Registered Investment Companies | — | — | $171K | 2.2% | |
| PIM REALPATH BLEND 2040 INST | Registered Investment Companies | — | — | $162K | 2.1% | |
| PIM REALPATH BLEND 2025 INST | Registered Investment Companies | — | — | $138K | 1.8% | |
| PIM REALPATH BLEND 2060 INST | Registered Investment Companies | — | — | $129K | 1.7% | |
| PIM REALPATH BLEND 2045 INST | Registered Investment Companies | — | — | $109K | 1.4% | |
| MACQUARIE SMALLCAP GRWTH R6 | Registered Investment Companies | — | — | $97K | 1.3% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $84K | 1.1% | |
| FID ADV FOCUSED EMERGING MKT I | Registered Investment Companies | — | — | $51K | 0.7% | |
| NUVEEN MID CAP VALUE 1 FUNDA | Registered Investment Companies | — | — | $42K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $28K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $26K | 0.3% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $24K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $24K | 0.3% | |
| PIMCO REALPATH BLEND INC INST | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $2K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
