Caridad Bjorkman signed Independent Purchasing Cooperative, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Purchasing Cooperative, Inc.'s EIN is 65-0701885.
Download the official 2024 Form 5500 (PDF) for Independent Purchasing Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Purchasing Cooperative, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments FID GROWTH CO K6 | Mutual Funds | — | — | $10.1M | 16.5% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $8.0M | 13.1% | |
| Fidelity Investments FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $5.5M | 9.0% | |
| Fidelity Investments FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $5.3M | 8.8% | |
| Fidelity Investments FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $5.2M | 8.6% | |
| Fidelity Investments FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $4.9M | 8.0% | |
| Fidelity Investments FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $4.8M | 7.9% | |
| Fidelity Investments FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $2.4M | 4.0% | |
| Touchstone TOUCHSTN MIDCPGR R6 | Other securities | — | — | $2.2M | 3.7% | |
| Money Market Fund Vanguard VANG CR FED MM ADM | Mutual Funds | — | — | $2.1M | 3.4% | |
| Fidelity Investments FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.7M | 2.8% | |
| Fidelity Investments FID BALANCED K | Mutual Funds | — | — | $1.6M | 2.7% | |
| Hood River HOOD RIVER SMCP GR R | Other securities | — | — | $1.2M | 1.9% | |
| Fidelity Investments FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.0M | 1.7% | |
| Fidelity Investments FID DIVERSFD INTL K6 | Mutual Funds | — | — | $1.0M | 1.7% | |
| Fidelity Investments FID EXTD MKT IDX | Common Collective Trusts | — | — | $899K | 1.5% | |
| Dodge & Cox DODGE & COX STOCK X | Mutual Funds | — | — | $521K | 0.9% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $469K | 0.8% | |
| Participant Loans 4.25% to 9.5% - | Bonds / Notes | — | — | $422K | 0.7% | |
| Fidelity Investments FID INFL PR BD IDX | Common Collective Trusts | — | — | $369K | 0.6% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $321K | 0.5% | |
| Self-Directed Brokerage Accounts * BROKERAGELINK UNIT | Self-Directed Brokerage | — | — | $317K | 0.5% | |
| Fidelity Investments FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $237K | 0.4% | |
| BROKERAGELINK COMMON STOCK | Common Stocks | — | — | $116K | 0.2% | |
| Fidelity Investments FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $112K | 0.2% | |
| Baird CORE PLUS INST | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
