Jaime Monreal signed Ipsecure, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ipsecure, Inc.'s EIN is 74-2940468.
Download the official 2024 Form 5500 (PDF) for Ipsecure, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ipsecure, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.4M | 20.4% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $926K | 14.0% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $771K | 11.6% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $494K | 7.4% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $437K | 6.6% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $386K | 5.8% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $272K | 4.1% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $238K | 3.6% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $235K | 3.5% | |
| Fidelity Global EX US Index Mutual Funds | Mutual Funds | — | — | $215K | 3.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $177K | 2.7% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $170K | 2.6% | |
| Empower International Value Instl Mutual Funds | Other securities | — | — | $149K | 2.2% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $107K | 1.6% | |
| Fidelity Real Estate Index Institutional Mutual Funds | Mutual Funds | — | — | $89K | 1.3% | |
| American Century Small Cap Growth R6 Mutual Funds | Other securities | — | — | $85K | 1.3% | |
| Empower T. Rowe Price Mid Cap GR Inst Mutual Funds | Other securities | — | — | $80K | 1.2% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $73K | 1.1% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $73K | 1.1% | |
| Participant Loans Rates 4.25% - 9.5% | Bonds / Notes | — | — | $65K | 1.0% | |
| PIMCO Income Instl Mutual Funds | Mutual Funds | — | — | $57K | 0.9% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $53K | 0.8% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $53K | 0.8% | |
| Putnam Equity Income R6 Mutual Funds | Mutual Funds | — | — | $42K | 0.6% | |
| Franklin Small Cap Value R6 Mutual Funds | Mutual Funds | — | — | $19K | 0.3% | |
| Fidelity Advisor Total Bond Z Mutual Funds | Mutual Funds | — | — | $17K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $27K |
| — |
