Evan Zubritsky signed Imply Data, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imply Data, Inc.'s EIN is 47-4357198.
Download the official 2024 Form 5500 (PDF) for Imply Data, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imply Data, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP | 56-1623293 | — | ADVISOR | $38K | — |
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 | Common Collective Trusts | — | — | $2.9M | 24.0% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $1.2M | 10.0% | |
| Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 9.7% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.1M | 9.4% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $976K | 8.1% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $838K | 6.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $805K | 6.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $622K | 5.1% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $565K | 4.7% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $444K | 3.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $292K | 2.4% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $279K | 2.3% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $147K | 1.2% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $129K | 1.1% | |
| Participant loans receivable - 5 loans outstanding with interest - rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $84K | 0.7% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $76K | 0.6% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $65K | 0.5% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund R6 | Other securities | — | — | $64K | 0.5% | |
| MFS International Diversification Fund Class R4 | Mutual Funds | — | — | $59K | 0.5% | |
| Conestoga Small Cap Investors Fund | Other securities | — | — | $46K | 0.4% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $45K | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $36K | 0.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
