LORI Mitchum signed Innovative Service Technology Management Services, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Service Technology Management Services, Incorporated's EIN is 58-2303739.
Download the official 2024 Form 5500 (PDF) for Innovative Service Technology Management Services, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Service Technology Management Services, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERSIUM ADVISOR | 11-3695054 | — | RETAINED BY EMPLOYER | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Amer Target 2035 Fund R6 156,456 # | Other securities | — | — | $3.0M | 16.6% | |
| Amer Target 2040 Fund R6 95,845 # | Other securities | — | — | $2.0M | 11.0% | |
| Amer Target 2045 Fund R6 91,055 # | Other securities | — | — | $1.9M | 10.8% | |
| Amer Target 2030 Fund R6 93,477 # | Other securities | — | — | $1.6M | 9.0% | |
| Amer Target 2025 Fund R6 105,671 # | Other securities | — | — | $1.6M | 9.0% | |
| Amer Target 2055 Fund R6 55,437 # | Other securities | — | — | $1.5M | 8.2% | |
| Amer Target 2050 Fund R6 65,691 # | Other securities | — | — | $1.4M | 7.7% | |
| Fidelity 500 Index Fd 4,378 # | Common Collective Trusts | — | — | $894K | 5.0% | |
| Amer Target 2060 Fund R6 32,114 # | Other securities | — | — | $576K | 3.2% | |
| Mfs Growth Fund R6 2,220 # | Mutual Funds | — | — | $452K | 2.5% | |
| American Funds 2065 Td Ret R6 23,309 # | Mutual Funds | — | — | $408K | 2.3% | |
| Vanguard Equity Income Fd Adm 4,301 # | Mutual Funds | — | — | $379K | 2.1% | |
| Amer Target 2020 Fund R6 28,008 # | Other securities | — | — | $377K | 2.1% | |
| Vanguard Explorer Fund Adm 2,898 # | Mutual Funds | — | — | $310K | 1.7% | |
| Dodge & Cox Income Fund X 17,435 # | Mutual Funds | — | — | $216K | 1.2% | |
| Fidelity Total Intl Index 8,270 # | Mutual Funds | — | — | $111K | 0.6% | |
| Mfs Intl Diversification Fd R6 4,672 # | Mutual Funds | — | — | $107K | 0.6% | |
| Allspring Spc Mid Cap Value R6 2,189 # | Other securities | — | — | $105K | 0.6% | |
| Amer Target 2010 Fund R6 7,607 # | Other securities | — | — | $88K | 0.5% | |
| Blackrock High Yield Prt K 12,023 # | Other securities | — | — | $85K | 0.5% | |
| Jp Morgan Mid Cap Growth R6 1,072 # | Other securities | — | — | $55K | 0.3% | |
| Avantis Us Sc Value Instl 2,441 # | Other securities | — | — | $42K | 0.2% | |
| Blackrock Infl Prot Bond K 3,514 # | U.S. Treasuries | — | — | $33K | 0.2% | |
| Fidelity Us Bond Index Fd 2,869 # | Mutual Funds | — | — | $29K | 0.2% | |
| Amer Target 2015 Fund R6 2,234 # | Other securities | — | — | $27K | 0.2% | |
| Vanguard Sm Cap Index Fd Adm 236 # | Mutual Funds | — | — | $27K | 0.2% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| Vanguard Mid Cap Index Adm 12 # | Mutual Funds | — | — | $4K | <0.1% | |
| Cohen & Steers Real Est Sec Z 127 # | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
