Tricia Jezierny signed ICES, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ICES, Inc.'s EIN is 47-0873083.
Download the official 2024 Form 5500 (PDF) for ICES, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ICES, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP, LLC | 90-0138117 | — | INVESTMENT ADVISORY | — | — |
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.
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 |
|---|---|---|---|---|---|
| WELLS THOMAS, LLC | 26-0228640 | — | CONTRACT ADMINISTRATOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contract * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $539K | 20.3% | |
| s * Principal Life Insurance Company Principal Core Fixed Income Fund | Pooled Separate Accounts | — | — | $503K | 18.9% | |
| PRIN CORE FIX INC SEPT ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $503K | 18.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $361K | 13.5% | |
| American Funds 3,985 shrs American Funds New World Fund | Mutual Funds | — | $4K | $355K | 13.3% | |
| MFS Investment Management 4,466 shrs MFS Value Fund | Mutual Funds | — | $4K | $229K | 8.6% | |
| Invesco Funds Group 3,684 shrs Invesco Small Cap Value Fund | Mutual Funds | — | $4K | $97K | 3.6% | |
| American Century Investments 3,376 shrs American Century Small Cap Growth Fund | Other securities | — | $3K | $80K | 3.0% | |
| Participant Loans Rates Range from 4.25% to 9.5% | Bonds / Notes | — | — | $68K | 2.6% | |
| Principal Life Insurance Company Principal Mid Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $62K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $62K | 2.3% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $62K | 2.3% | |
| Pimco Funds 4,551 shrs Pimco Stock Plus ABS Retirement Fund | Structured Credit (CLO/ABS) | — | $5K | $59K | 2.2% | |
| Principal Life Insurance Company Principal Large Cap S&P 500 Index Fund | Common Collective Trusts | — | — | $59K | 2.2% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $59K | 2.2% | |
| Nuveen 1,048 shrs Nuveen Mid-Cap Value Fund | Mutual Funds | — | $1K | $58K | 2.2% | |
| Blackrock Funds 451 shrs BlackRock LifePath Index 2060 K | Other securities | — | — | $11K | 0.4% | |
| PN: 001 (a) Identity of (b) Relationship to (c) Description of transaction (d) Amount Party Plan, Employer In Interest or other Party In Interest Christopher Stango Plan participant Vested portion of participant’s | Other securities | — | — | $7K | 0.3% | |
| Blackrock Funds 118 shrs BlackRock LifePath Index 2030 K | Other securities | — | — | $2K | <0.1% |
