Sharon Morrison signed Imagine One Technology & Management, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imagine One Technology & Management, Ltd.'s EIN is 52-2105248.
Download the official 2024 Form 5500 (PDF) for Imagine One Technology & Management, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imagine One Technology & Management, Ltd.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date 2045 R6 | Mutual Funds | — | — | $2.8M | 11.4% | |
| American Funds Trgt Date 2040 R6 | Mutual Funds | — | — | $2.3M | 9.2% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.8% | |
| American Funds Trgt Date 2025 R6 | Mutual Funds | — | — | $1.9M | 7.7% | |
| American Funds Trgt Date 2050 R6 | Mutual Funds | — | — | $1.9M | 7.6% | |
| American Funds Trgt Date 2030 R6 | Mutual Funds | — | — | $1.9M | 7.5% | |
| American Funds Trgt Date 2035 R6 | Mutual Funds | — | — | $1.4M | 5.5% | |
| American Funds Trgt Date 2055 R6 | Mutual Funds | — | — | $1.3M | 5.2% | |
| J.P. Morgan US Resrch Enhanced Eq R6 | Other securities | — | — | $1.3M | 5.1% | |
| American Funds Trgt Date 2010 R6 | Mutual Funds | — | — | $1.1M | 4.7% | |
| T.Rowe Price Diversified Mid Cap Gr I | Other securities | — | — | $726K | 2.9% | |
| American Funds Trgt Date 2060 R6 | Mutual Funds | — | — | $708K | 2.9% | |
| GALLIARD MGD INC D WELLS FARGO BANK, N.A. · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $505K | 2.0% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $490K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $490K | 2.0% | |
| Notes Receivable from Participants Interest Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $424K | 1.7% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $388K | 1.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $365K | 1.5% | |
| Fidelity Gov Cash Reserve | Mutual Funds | — | — | $337K | 1.4% | |
| ClearBridge Intl Growth IS | Other securities | — | — | $331K | 1.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $290K | 1.2% | |
| BNY Mellon Natural Resources Fund Y | Other securities | — | — | $273K | 1.1% | |
| Vanguard Utility Index Admiral | Mutual Funds | — | — | $263K | 1.1% | |
| Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $227K | 0.9% | |
| J H INTL ALPHA III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $218K | 0.9% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $164K | 0.7% | |
| MassMutual Inflation Protected & Income I | Other securities | — | — | $71K | 0.3% | |
| American Funds Trgt Date 2020 R6 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds Trgt Date 2065 R6 | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLTH ADVISORY SERVICES LLC |
| 99-2539506 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $10K | — |
