Dana Johnson signed Ivaal Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ivaal Solutions LLC's EIN is 47-4596398.
Download the official 2024 Form 5500 (PDF) for Ivaal Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ivaal Solutions LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | — | UTICA, NY | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET'MT 2045 I | Other securities | — | — | $493K | 17.0% | |
| T. ROWE PRICE RET'MT 2040 I | Other securities | — | — | $373K | 12.8% | |
| T. ROWE PRICE RET'MT 2030 I | Other securities | — | — | $319K | 11.0% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $302K | 10.4% | |
| T. ROWE PRICE RET'MT 2035 I | Other securities | — | — | $240K | 8.3% | |
| T. ROWE PRICE RET'MT 2055 I | Other securities | — | — | $214K | 7.3% | |
| T. ROWE PRICE RET'MT 2050 I | Other securities | — | — | $186K | 6.4% | |
| T. ROWE PRICE RET'MT 2020 I | Other securities | — | — | $153K | 5.2% | |
| T. ROWE PRICE RET'MT 2025 I | Other securities | — | — | $66K | 2.3% | |
| VANGUARD SMALL-CAP INDEX ADM | Mutual Funds | — | — | $64K | 2.2% | |
| VANGUARD FTSE ALL WRLD EX US INDEX | Mutual Funds | — | — | $62K | 2.1% | |
| AMERICAN FUNDS EUROPACFIC R6 ** 281 FRANKLIN GROWTH R6 | Mutual Funds | — | — | $55K | 1.9% | |
| Notes receivable from participants 5.75%-9.50% | Bonds / Notes | — | — | $31K | 1.1% | |
| T. ROWE PRICE RET'MT 2005 I ** 47 T. ROWE PRICE RET'MT 2010 I ** 47 T. ROWE PRICE RET'MT 2015 I | Other securities | — | — | $30K | 1.0% | |
| T. ROWE PRICE INTEG US SC GRW EQTY I | Other securities | — | — | $19K | 0.7% | |
| PIONEER EQUITY INCOME K | Other securities | — | — | $14K | 0.5% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5K | 0.2% | |
| GUGGENHEIM TTL RETURN BOND R6 ** 219 JPMORGAN UNDISC MGR BEH VAL R6 | Other securities | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
