Mayuri Sankuratri signed Infovision, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infovision, Inc.'s EIN is 75-2614700.
Download the official 2024 Form 5500 (PDF) for Infovision, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infovision, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 |
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 | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $2.1M | 16.7% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $1.6M | 12.8% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $1.0M | 8.5% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $1.0M | 8.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $765K | 6.2% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $707K | 5.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $594K | 4.8% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $531K | 4.3% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $509K | 4.1% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $410K | 3.3% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $392K | 3.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $367K | 3.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $352K | 2.9% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $342K | 2.8% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $241K | 2.0% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $233K | 1.9% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $206K | 1.7% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $165K | 1.3% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $164K | 1.3% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $162K | 1.3% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $154K | 1.2% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $95K | 0.8% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $86K | 0.7% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $56K | 0.5% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $38K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROKER |
| $62 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |