Genevieve Mertens signed Itech US, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Itech US, Inc.'s EIN is 54-2053754.
Download the official 2023 Form 5500 (PDF) for Itech US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Itech US, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISORS | 59-2937883 | — | INVESTMENT PROFESSIONAL | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $1.8M | 13.4% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $1.0M | 7.5% | |
| American Funds The Growth Fund of America Class " | Mutual Funds | — | — | $858K | 6.4% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $720K | 5.4% | |
| BlackRock Technology Opportunities Instl " ** 74 Fidelity Select Semiconductors " ** 153 JPMorgan Mid Cap Value Fund " | Mutual Funds | — | — | $692K | 5.2% | |
| Vanguard Total Stock Market Index Fund " | Common Collective Trusts | — | — | $643K | 4.8% | |
| Vanguard Mid-Cap Growth Index Fund " | Common Collective Trusts | — | — | $585K | 4.4% | |
| Vanguard Small Cap Growth Index Fund " | Common Collective Trusts | — | — | $575K | 4.3% | |
| Vanguard STAR Fund " | Mutual Funds | — | — | $493K | 3.7% | |
| DFA U.S. Small Cap Portfolio " | Mutual Funds | — | — | $473K | 3.5% | |
| Vanguard Mid-Cap Value Index Fund " | Common Collective Trusts | — | — | $382K | 2.8% | |
| DFA International Value Portfolio " | Mutual Funds | — | — | $365K | 2.7% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $361K | 2.7% | |
| DFA U.S. Large Cap Value Portfolio " | Mutual Funds | — | — | $356K | 2.7% | |
| MFS International New Discovery Fund " | Mutual Funds | — | — | $279K | 2.1% | |
| Federated Hermes Government Obligations Fund " | Other securities | — | — | $262K | 2.0% | |
| Fidelity Advisor Balanced Fund " | Mutual Funds | — | — | $245K | 1.8% | |
| Vanguard Inflation-Protected Securities Fund " | Mutual Funds | — | — | $240K | 1.8% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $202K | 1.5% | |
| Nationwide Investor Destinations Aggressive Fund " | Other securities | — | — | $198K | 1.5% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $187K | 1.4% | |
| Vanguard Wellesley Income Fund " | Mutual Funds | — | — | $171K | 1.3% | |
| Self-directed brokerage account Self-directed brokerage account | Self-Directed Brokerage | — | — | $168K | 1.3% | |
| Principal High Yield Fund " | Other securities | — | — | $154K | 1.1% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $152K | 1.1% | |
| Nationwide Investor Destinations Moderately Aggressive Fund " | Other securities | — | — | $152K | 1.1% | |
| Nationwide Fixed Select Contract Guaranteed insurance contract | Other securities | — | — | $146K | 1.1% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $139K | 1.0% | |
| JPMorgan Growth Advantage Fund " | Other securities | — | — | $125K | 0.9% | |
| Participant Loans (5.25% - 10.50%) - | Bonds / Notes | — | — | $121K | 0.9% | |
| Vanguard Small Cap Value Index Fund " | Common Collective Trusts | — | — | $116K | 0.9% | |
| Vanguard Target Retirement Income " | Mutual Funds | — | — | $114K | 0.9% | |
| Goldman Sachs Technology Opportunities Fund " ** 74 Fidelity Advisor Utilities I " ** 270 Vanguard Health Care Index Admiral " ** 74 Vanguard Commodity Strategy Admiral " | Mutual Funds | — | — | $97K | 0.7% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $96K | 0.7% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $93K | 0.7% | |
| DFA Emerging Markets Portfolio " | Mutual Funds | — | — | $91K | 0.7% | |
| Nationwide Investor Destinations Moderate Fund " | Other securities | — | — | $76K | 0.6% | |
| MFS Total Return Bond Fund " | Mutual Funds | — | — | $47K | 0.4% | |
| iShares MSCI EAFE International Index Fund " | Common Collective Trusts | — | — | $41K | 0.3% | |
| Nationwide Investor Destinations Moderately Conservative Fund " | Other securities | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $37K | 0.3% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $33K | 0.2% | |
| American Funds New Perspective Fund " | Mutual Funds | — | — | $30K | 0.2% | |
| PIMCO StocksPLUS Short Fund Class " | Mutual Funds | — | — | $27K | 0.2% | |
| Franklin DynaTech Fund " | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $18K | 0.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $16K | 0.1% | |
| Nationwide Investor Destinations Conservative Fund " | Other securities | — | — | $14K | 0.1% | |
| Vanguard Information Technology Index Fund " | Common Collective Trusts | — | — | $13K | 0.1% | |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio " | Common Stocks | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
