IPAS, Inc.'s EIN is 56-1071085.
Download the official 2024 Form 5500 (PDF) for IPAS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IPAS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARTER WEALTH MANAGEMENT | 45-4433073 | — | NONE | $20K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $15K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Equally Weighted S&P 500 Fund - Class R6 | Common Collective Trusts | — | — | $3.8M | 17.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 11.8% | |
| American Funds 2045 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $2.1M | 9.8% | |
| MFS Growth Allocation - Class R6 | Mutual Funds | — | — | $1.5M | 7.0% | |
| Columbia Mid Cap Index Fund Institutional - Class R5 | Common Collective Trusts | — | — | $1.1M | 5.4% | |
| American Funds 2040 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $1.1M | 5.3% | |
| WCW Focused International Growth Fund Institutional Class | Other securities | — | — | $1.1M | 5.1% | |
| American Funds 2050 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $964K | 4.6% | |
| American Funds 2035 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $854K | 4.1% | |
| American Funds 2025 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $790K | 3.7% | |
| Lord Abbett Short Duration Income - Class R6 | Mutual Funds | — | — | $678K | 3.2% | |
| Charles Schwab Bank Savings Money Market Deposit Account | Mutual Funds | — | — | $665K | 3.2% | |
| American Funds 2055 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $578K | 2.7% | |
| Vanguard Wellesley Income Fund Admiral | Mutual Funds | — | — | $521K | 2.5% | |
| Vanguard Total Bond Market index Adm | Mutual Funds | — | — | $513K | 2.4% | |
| Columbia Small Cap Index Fund Institutional - Class R5 | Common Collective Trusts | — | — | $472K | 2.2% | |
| Vanguard Long-Term Investments-Grade Fund Admiral | Mutual Funds | — | — | $325K | 1.5% | |
| American Funds 2030 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $306K | 1.5% | |
| American Funds 2015 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $234K | 1.1% | |
| American Funds Balanced Fund - Class R6 | Mutual Funds | — | — | $202K | 1.0% | |
| MFS International Value Fund - Class R6 | Mutual Funds | — | — | $191K | 0.9% | |
| American Funds New World Fund - Class R6 | Mutual Funds | — | — | $190K | 0.9% | |
| PIMCO Global Bond Opportunities Fund Institutional Class | Mutual Funds | — | — | $159K | 0.8% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $142K | 0.7% | |
| Vanguard Hi-Yield Corp FD Admiral SH | Mutual Funds | — | — | $94K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $33K | 0.2% | |
| MFS Aggressive Growth Allocation - Class R6 | Mutual Funds | — | — | $22K | 0.1% | |
| American Funds 2020 Target Date Retirement Fund - Class R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Participants Participant Loans Rates of 6.5% - 9.5% - | Bonds / Notes | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
