AJAY Bhatia signed Innovative Management & Technology Approaches, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Management & Technology Approaches, Inc.'s EIN is 54-1742722.
Download the official 2024 Form 5500 (PDF) for Innovative Management & Technology Approaches, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Management & Technology Approaches, 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 |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $2K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RETIREMENT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.8M | 92.2% | |
| Great Gray Trust Company MyCompass Ind Mod Ret Fd R CIT | Common Collective Trusts | — | — | $2.0M | 38.3% | |
| Common Collective Trusts Great Gray Trust Company MyCompass Ind Mod 2035 Fd R CIT | Common Collective Trusts | — | — | $630K | 12.2% | |
| Great Gray Trust Company MyCompass Ind Mod 2045 Fd R CIT | Common Collective Trusts | — | — | $378K | 7.3% | |
| (FBRIC) * Voya Retirement Insurance and Annuity Co Voya Fixed Account | Guaranteed Income / GIC | — | — | $261K | 5.1% | |
| Voya Retirement Insurance and Annuity Co American Funds Fdmntl Inv R6 | Mutual Funds | — | — | $234K | 4.5% | |
| Voya Retirement Insurance and Annuity Co DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $210K | 4.1% | |
| Voya Retirement Insurance and Annuity Co DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $170K | 3.3% | |
| Great Gray Trust Company MyCompass Ind Mod 2055 Fd R CIT | Common Collective Trusts | — | — | $151K | 2.9% | |
| Voya Retirement Insurance and Annuity Co American Funds Nw Prspctv R6 | Mutual Funds | — | — | $143K | 2.8% | |
| Voya Retirement Insurance and Annuity Co PIMCO Income Fund Ins | Mutual Funds | — | — | $99K | 1.9% | |
| Voya Retirement Insurance and Annuity Co American Funds EuroPacific R6 | Mutual Funds | — | — | $88K | 1.7% | |
| Voya Retirement Insurance and Annuity Co American Funds AMCAP Fund R6 | Mutual Funds | — | — | $71K | 1.4% | |
| Voya Retirement Insurance and Annuity Co American Funds EuroPacific R6 | Mutual Funds | — | — | $70K | 1.4% | |
| Voya Retirement Insurance and Annuity Co Voya Mid-Cap Growth Eqty Fd 8 CIT | Common Collective Trusts | — | — | $68K | 1.3% | |
| Voya Retirement Insurance and Annuity Co DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $63K | 1.2% | |
| Voya Retirement Insurance and Annuity Co Columbia Sel Mid Cap Value I3 | Common Stocks | — | — | $58K | 1.1% | |
| Voya Retirement Insurance and Annuity Co Vangrd Balanced Index Fnd Adm | Common Stocks | — | — | $47K | 0.9% | |
| Voya Retirement Insurance and Annuity Co Vangrd 500 Index Fund Adm | Common Collective Trusts | — | — | $17K | 0.3% | |
| Participant loans Interest ranges from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $12K | 0.2% | |
| Voya Retirement Insurance and Annuity Co Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $10K | 0.2% | |
| Great Gray Trust Company MyCompass Ind Mod 2065 Fd R CIT | Common Collective Trusts | — | — | $9K | 0.2% | |
| Voya Retirement Insurance and Annuity Co Baron Small Cap Fund R6 | Common Stocks | — | — | $8K | 0.2% | |
| Voya Retirement Insurance and Annuity Co American Funds Nw Prspctv R6 | Mutual Funds | — | — | $7K | 0.1% | |
| Voya Retirement Insurance and Annuity Co American Funds Wash Mutual R6 | Mutual Funds | — | — | $6K | 0.1% | |
| Voya Retirement Insurance and Annuity Co American Funds Fdmntl Inv R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Voya Retirement Insurance and Annuity Co Vangrd Em Mkts Stk Ind Fd Adm | Common Stocks | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Co PGIM High Yield Fund R6 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FAIRFAX, VA |
| OTHER SERVICES/TPA |
| $0 |
| — |
