Enterprise Integration, Inc.'s EIN is 59-3458264.
Download the official 2024 Form 5500 (PDF) for Enterprise Integration, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enterprise Integration, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY | 71-0294708 | WINDSOR, CT | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $940K | 21.6% | |
| Columbia Large Cap Value F I3 | Other securities | — | — | $629K | 14.5% | |
| Voya Fixed Account (4450) | Other securities | — | — | $485K | 11.2% | |
| Vangrd 500 Index Fund Adm | Common Collective Trusts | — | — | $418K | 9.6% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $349K | 8.0% | |
| Voya Index Solution 2050 P Z | Other securities | — | — | $198K | 4.6% | |
| Voya Index Solution 2040 P Z | Other securities | — | — | $98K | 2.3% | |
| Voya Index Solution 2055 P Z | Other securities | — | — | $88K | 2.0% | |
| PIMCO Real Return Fund Ins | Mutual Funds | — | — | $82K | 1.9% | |
| JPMorgan Government Bd Fnd R6 | Other securities | — | — | $81K | 1.9% | |
| Voya Index Solution 2060 P Z | Other securities | — | — | $75K | 1.7% | |
| Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $66K | 1.5% | |
| Notes receivable from participants (4.25-9.50%) | Bonds / Notes | — | — | $60K | 1.4% | |
| Voya Index Solution 2045 P Z | Other securities | — | — | $58K | 1.3% | |
| Virtus KAR Small-Cap Growth R6 | Other securities | — | — | $57K | 1.3% | |
| PGIM Jennison Glb Opprt Fnd R6 | Other securities | — | — | $56K | 1.3% | |
| Voya Index Solution 2065 P Z | Other securities | — | — | $53K | 1.2% | |
| Artisan Develop Wrld Fd Inst | Other securities | — | — | $47K | 1.1% | |
| Voya Index Solution 2030 P Z | Other securities | — | — | $46K | 1.1% | |
| John Hanck Dis Val Md Cp Fd R6 | Other securities | — | — | $44K | 1.0% | |
| Vangrd Dev Mkts Index Fd Adm | Other securities | — | — | $41K | 0.9% | |
| PIMCO Intl Bd Fd (US Dl-Hdg) I | Mutual Funds | — | — | $40K | 0.9% | |
| Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $38K | 0.9% | |
| Invesco Floating Rate ESG F R6 | Mutual Funds | — | — | $38K | 0.9% | |
| Trans SMid Cap Value Fund R6 | Other securities | — | — | $36K | 0.8% | |
| BlkRck High Yield Port K | Other securities | — | — | $35K | 0.8% | |
| PGIM Jennison Intl Opprt Fd R6 | Other securities | — | — | $35K | 0.8% | |
| Vangrd Intl Value Fnd Inv | Other securities | — | — | $29K | 0.7% | |
| Cohen&Steers Inst Rl Shares | Other securities | — | — | $23K | 0.5% | |
| Hartford Schrdrs Intl Stck SDR | Other securities | — | — | $23K | 0.5% | |
| Voya Index Solution 2025 P Z | Other securities | — | — | $22K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $21K | 0.5% | |
| Voya Index Solution 2035 P Z | Other securities | — | — | $17K | 0.4% | |
| Macq Small Cap Core R6 | Other securities | — | — | $6K | 0.1% | |
| JPMorgan Mid Cap Growth Fd R6 | Other securities | — | — | $4K | <0.1% | |
| Vangrd Int-Trm Inv-Grd Fd Adm | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
