Karen Marrero signed Intelligent Decision Systems, in's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intelligent Decision Systems, in's EIN is 74-2546027.
Download the official 2024 Form 5500 (PDF) for Intelligent Decision Systems, in from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intelligent Decision Systems, in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.2M | 15.1% | |
| JPM LRG CP GWTH R3 | Registered Investment Companies | — | — | $2.1M | 14.6% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $1.3M | 8.8% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $920K | 6.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $808K | 5.6% | |
| MACQUARIE MID CAP GROWTH Y | Registered Investment Companies | — | — | $804K | 5.5% | |
| AMERICAN FUNDS INV CO AMER -R4 | Registered Investment Companies | — | — | $794K | 5.5% | |
| AMERICAN MUTUAL R4 | Registered Investment Companies | — | — | $740K | 5.1% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $640K | 4.4% | |
| MACQUARIE SMALL CAP CORE A | Registered Investment Companies | — | — | $636K | 4.4% | |
| AMERICAN CAP INC BLDER - R4 | Registered Investment Companies | — | — | $618K | 4.3% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $546K | 3.8% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $348K | 2.4% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $328K | 2.3% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $290K | 2.0% | |
| FIDELITY ADV NEW INSIGHTS - A | Registered Investment Companies | — | — | $255K | 1.8% | |
| FID ADV STRAT INC M | Registered Investment Companies | — | — | $179K | 1.2% | |
| LA SHORT DURATION INC - A | Registered Investment Companies | — | — | $144K | 1.0% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $139K | 1.0% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $138K | 0.9% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $107K | 0.7% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $102K | 0.7% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $97K | 0.7% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $59K | 0.4% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $45K | 0.3% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $31K | 0.2% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $30K | 0.2% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $20K | 0.1% | |
| LORD ABBETT TOT RET A | Registered Investment Companies | — | — | $12K | <0.1% | |
| AM FNDS U.S. GOVT SEC FND - R4 | Registered Investment Companies | — | — | $9K | <0.1% | |
| PIMCO INTL BD FD USD-HED A | Registered Investment Companies | — | — | $6K | <0.1% | |
| VICTORY INTL SMALL CAP A | Registered Investment Companies | — | — | $4K | <0.1% | |
| FRANKLIN GOLD AND PREC METAL-A | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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