GREG Dynan signed Intelycare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intelycare, Inc.'s EIN is 47-2739929.
Download the official 2024 Form 5500 (PDF) for Intelycare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $1.6M | 12.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 11.8% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $1.3M | 10.5% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $1.3M | 10.2% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $972K | 7.9% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $885K | 7.2% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $883K | 7.1% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $734K | 5.9% | |
| Ishares MSCI EAFE International Index K | Other securities | — | — | $706K | 5.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $533K | 4.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $288K | 2.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $281K | 2.3% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $272K | 2.2% | |
| Notes receivable from participants | Other securities | — | — | $207K | 1.7% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $204K | 1.7% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $174K | 1.4% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $162K | 1.3% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $114K | 0.9% | |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $89K | 0.7% | |
| Empower Real Estate Index Inst | Other securities | — | — | $78K | 0.6% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $67K | 0.5% | |
| EI Fixed Account - Series Class I | Other securities | — | — | $58K | 0.5% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $52K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MINNEAPOLIS, MN |
| BROKER/ADVISER |
| $0 |
| — |