Carrie Nelson signed IBEX Global Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEX Global Solutions, Inc.'s EIN is 72-1583550.
Download the official 2024 Form 5500 (PDF) for IBEX Global Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEX Global Solutions, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRAOTR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | 48-1233289 | — | INVESTMENT ADVISORY | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual Fund | Common Collective Trusts | — | — | $1.8M | 14.3% | |
| PRINCIPAL LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 12.9% | |
| PRINCIPAL LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 11.8% | |
| PRINCIPAL LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 9.9% | |
| LARGE CAP GROWTH FUND III CL R1 FD GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| PRINCIPAL LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $914K | 7.2% | |
| PRINCIPAL LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $839K | 6.6% | |
| Janus Enterprise N Fund Mutual Fund | Mutual Funds | — | — | $575K | 4.5% | |
| INTERNATIONAL GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $393K | 3.1% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $335K | 2.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274328 / PN 013 | Common Collective Trust | — | — | $289K | 2.3% | |
| PRINCIPAL LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $273K | 2.1% | |
| PRINCIPAL LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $264K | 2.1% | |
| T. Rowe Price CM US GR EO I Mutual Fund | Other securities | — | — | $253K | 2.0% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $194K | 1.5% | |
| Vanguard Small Cap Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $187K | 1.5% | |
| Vanguard Equity-Income Admiral Fund Mutual Fund | Mutual Funds | — | — | $182K | 1.4% | |
| Metropolitan WT TL RTN BD Plan Mutual Fund | Other securities | — | — | $169K | 1.3% | |
| JP Morgan Governmental Bond R6 Fund Mutual Fund | Other securities | — | — | $87K | 0.7% | |
| PRINCIPAL LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $75K | 0.6% | |
| PRINCIPAL LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $54K | 0.4% | |
| Columbia SmCap Value II I3 Fund Mutual Fund | Other securities | — | — | $40K | 0.3% | |
| Dimensional Real Estate SECS I Fund Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| PRINCIPAL LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $16K | 0.1% | |
| PRPRINCIPAL LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRINCIPAL LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRINCIPAL LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | CONTRACT ADMINISTRATOR | $13K | — |
