Jay McIlraith signed IMS Marketing, Inc. d/b/a Insurance Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IMS Marketing, Inc. d/b/a Insurance Management Services' EIN is 75-2355889.
Download the official 2024 Form 5500 (PDF) for IMS Marketing, Inc. d/b/a Insurance Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMS Marketing, Inc. d/b/a Insurance Management Services' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-6568107 | — | RECORDKEEPER | $4K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2050 R6 | Mutual Funds | — | — | $1.8M | 26.9% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 | Mutual Funds | — | — | $1000K | 15.3% | |
| NUVEEN LIFECYCLE INDEX 2030 R6 | Mutual Funds | — | — | $715K | 11.0% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 | Mutual Funds | — | — | $491K | 7.5% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 | Mutual Funds | — | — | $399K | 6.1% | |
| NUVEEN LIFECYCLE INDEX 2040 R6 | Mutual Funds | — | — | $323K | 4.9% | |
| NUVEEN LARGE CAP GROWTH INDEX R6 | Mutual Funds | — | — | $317K | 4.9% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $283K | 4.3% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 | Mutual Funds | — | — | $240K | 3.7% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $221K | 3.4% | |
| FIDELITY FREEDOM 2050 K6 | Mutual Funds | — | — | $204K | 3.1% | |
| GOLDMAN SACHS GOLDMAN SACHS SM CAP VAL INSIGHTS INSTL | Other securities | — | — | $133K | 2.0% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT INC R6TRILX | Mutual Funds | — | — | $66K | 1.0% | |
| SCHWAB INTERNATIONAL INDEX | Mutual Funds | — | — | $49K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2065 R6 | Mutual Funds | — | — | $26K | 0.4% | |
| NUVEEN LIFECYCLE INDEX 2025 R6 | Mutual Funds | — | — | $23K | 0.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $22K | 0.3% | |
| NUVEEN LARGE CAP VALUE INDEX R6 | Mutual Funds | — | — | $15K | 0.2% | |
| BLACKROCK 60/40 TARGET ALLOCATION K | Other securities | — | — | $3K | <0.1% | |
| INCESCO INVESCO PREMIER US GOVERNMENT MONEY INSTIUGXX | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| AMARILLO NATIONAL BANK | — | AMARILLO, TX | INVESTMENT ADVISOR | $17K | — |
