Financial Information Technologies, LLC's EIN is 65-0152732.
Download the official 2024 Form 5500 (PDF) for Financial Information Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Information Technologies, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO | — | GREENWOOD VILLAGE, CO | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | — | AUSTIN, TX | NONE | $39K | — |
| FLORIDA RETIREMENT CONSULTANTS |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $3.8M | 15.9% | |
| EMPOWER LIFETIME 2035 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 030 | Common Collective Trust | — | — | $3.3M | 13.9% | |
| EMPOWER LIFETIME 2045 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 032 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| EMPOWER LIFETIME 2040 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 031 | Common Collective Trust | — | — | $1.5M | 6.5% | |
| EMPOWER LIFETIME 2030 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 029 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $999K | 4.2% | |
| GUARANTEED INTEREST FUND Group Annuity Contract | Common Stocks | — | — | $871K | 3.7% | |
| EMPOWER LIFETIME 2055 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 034 | Common Collective Trust | — | — | $843K | 3.6% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $783K | 3.3% | |
| EMPOWER LIFETIME 2050 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 033 | Common Collective Trust | — | — | $694K | 2.9% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Mutual Fund | Other securities | — | — | $650K | 2.7% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $635K | 2.7% | |
| JPMORGAN INTERNATIONAL EQUITY R6 Mutual Fund | Other securities | — | — | $572K | 2.4% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual Fund | Other securities | — | — | $539K | 2.3% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $513K | 2.2% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $463K | 2.0% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $435K | 1.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | Mutual Funds | — | — | $397K | 1.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $395K | 1.7% | |
| COLUMBIA STRATEGIC INCOME INSTL Mutual Fund | Other securities | — | — | $290K | 1.2% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 Mutual Fund | Other securities | — | — | $274K | 1.2% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Mutual Fund | Other securities | — | — | $233K | 1.0% | |
| BLACKROCK HIGH YIELD BOND INSTL Mutual Fund | Other securities | — | — | $165K | 0.7% | |
| DFA INFLATION-PROTECTED SECURITIES I Mutual Fund | Mutual Funds | — | — | $149K | 0.6% | |
| EMPOWER LIFETIME 2025 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 028 | Common Collective Trust | — | — | $133K | 0.6% | |
| DFA REAL ESTATE SECURITIES I Mutual Fund | Mutual Funds | — | — | $130K | 0.5% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual Fund | Mutual Funds | — | — | $79K | 0.3% | |
| EMPOWER LIFETIME 2015 INDEX TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 026 | Common Collective Trust | — | — | $68K | 0.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | 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.
| — |
| LAND O LAKES, FL |
| NONE |
| $15K |
| — |
