Amelia Martin signed Intelident Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intelident Solutions, Inc.'s EIN is 57-1220613.
Download the official 2024 Form 5500 (PDF) for Intelident Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intelident Solutions, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $148K | — |
| EMPOWER ADVISORY GROUP, LL | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $340 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| IndexSelect Moderat Rtrmnt CIT " | Common Collective Trusts | — | — | $4.4M | 19.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $4.4M | 19.0% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $3.3M | 14.3% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.9M | 12.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.9M | 8.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $1.7M | 7.6% | |
| Ishares S&P 500 Index K " | Common Collective Trusts | — | — | $1.7M | 7.5% | |
| AmerCentury Ultra Fund " | Other securities | — | — | $1.7M | 7.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| SF Guaranteed Group annuity contract | Common Stocks | — | — | $392K | 1.7% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $386K | 1.7% | |
| Ishares MSCI Total International Index KBDOKX " | Other securities | — | — | $296K | 1.3% | |
| various maturity dates | Other securities | — | — | $253K | 1.1% | |
| American Funds Conservative G/I Portfolio R6 " | Mutual Funds | — | — | $234K | 1.0% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $205K | 0.9% | |
| PGIM Jennison Sm Company " | Common Stocks | — | — | $201K | 0.9% | |
| BlackRock Mid-Cap Gr Eq Fd " | Other securities | — | — | $197K | 0.9% | |
| Ishares Russell 2000 Small-Cap Index K " | Common Collective Trusts | — | — | $167K | 0.7% | |
| MFS International Growth R6 " | Mutual Funds | — | — | $155K | 0.7% | |
| Ishares Russell Mid-Cap Index K " | Other securities | — | — | $146K | 0.6% | |
| Hartford Equity Income Fund " | Other securities | — | — | $141K | 0.6% | |
| Victory Sycamore Estab Val Fd " | Other securities | — | — | $141K | 0.6% | |
| Ishares US Aggregate Bond Index K " | Other securities | — | — | $128K | 0.6% | |
| DFA Real Estate Securities I " | Mutual Funds | — | — | $110K | 0.5% | |
| American Funds New Prspctve Fd " | Mutual Funds | — | — | $95K | 0.4% | |
| PIMCO Income Instl " | Mutual Funds | — | — | $68K | 0.3% | |
| DFA US Targeted Value I " | Mutual Funds | — | — | $64K | 0.3% | |
| American Funds Sm Cap World Fd " | Mutual Funds | — | — | $63K | 0.3% | |
| Ammerican Funds GR and Inc Port R-6 " | Common Stocks | — | — | $57K | 0.3% | |
| PIMCO Real Return Instl " | Mutual Funds | — | — | $52K | 0.2% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $50K | 0.2% | |
| MassMutual Overseas Fund " | Other securities | — | — | $41K | 0.2% | |
| American Funds American Balanced R6 " | Mutual Funds | — | — | $24K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $21K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $16K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $11K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $7K | <0.1% | |
| American Funds Cap Inc Bldr Fd " | Mutual Funds | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $4K | <0.1% | |
| American Funds Strategic Bond R6 " | Mutual Funds | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | — | BIRMINGHAM, AL | AUDITOR | $11K | — |
