Marisa Krafsig signed Intellidyne, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intellidyne, LLC's EIN is 54-1923216.
Download the official 2024 Form 5500 (PDF) for Intellidyne, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intellidyne, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $30K | — |
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 Blue Chip Growth Fund I | Mutual Funds | — | — | $4.6M | 12.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $3.6M | 9.6% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $3.6M | 9.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $3.3M | 8.9% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.2M | 8.5% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $3.2M | 8.4% | |
| T. Rowe Price New Horizons | Other securities | — | — | $2.4M | 6.4% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.8M | 4.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.7M | 4.5% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.7M | 4.4% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $1.5M | 4.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.0M | 2.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $859K | 2.3% | |
| Federated Instl High Yield Bond Instl | Other securities | — | — | $826K | 2.2% | |
| Notes Receivable from Participants Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $666K | 1.8% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $584K | 1.6% | |
| American Funds New Fund Class R-6 | Mutual Funds | — | — | $568K | 1.5% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $562K | 1.5% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $314K | 0.8% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $272K | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $260K | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $248K | 0.7% | |
| Fidelity Small-Cap Index | Mutual Funds | — | — | $214K | 0.6% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $187K | 0.5% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $145K | 0.4% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $121K | 0.3% | |
| Vanguard Interm-Term Treasury Adm | Mutual Funds | — | — | $118K | 0.3% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $60K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
