T R BICK signed Intuitive Research and Technology Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intuitive Research and Technology Corporation's EIN is 75-2821032.
Download the official 2024 Form 5500 (PDF) for Intuitive Research and Technology Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intuitive Research and Technology Corporation'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | — | ROCHESTER, NY | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | HUNTSVILLE, AL | ADVISOR | $36K | — |
| ARIA | 82-0792334 | SAN JOSE, CA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $14.4M | 13.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Funds | Common Collective Trusts | — | — | $7.8M | 7.5% | |
| Reliance Trust Stable Value Fd - MetLife Series 25053 Mutual Funds | Stable Value | — | — | $5.9M | 5.6% | |
| Nuveen Lifecycle Index 2035 Fund Mutual Funds | Mutual Funds | — | — | $5.6M | 5.3% | |
| Vanguard Balanced Index Fund Institutional Mutual Funds | Common Collective Trusts | — | — | $5.0M | 4.7% | |
| Vanguard Total World Stock Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $4.8M | 4.6% | |
| Vanguard Value Index Fund Institutional Mutual Funds | Common Collective Trusts | — | — | $4.8M | 4.6% | |
| Nuveen Lifecycle Index 2045 Fund Mutual Funds | Mutual Funds | — | — | $4.1M | 3.9% | |
| Nuveen Lifecycle Index 2030 Fund Mutual Funds | Mutual Funds | — | — | $4.0M | 3.8% | |
| Fidelity Mid Cap Growth Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.5M | 3.4% | |
| Nuveen Lifecycle Index 2025 Fund Mutual Funds | Mutual Funds | — | — | $3.5M | 3.4% | |
| BlackRock Systematic Multi-Strategy Fund Mutual Funds | Other securities | — | — | $3.3M | 3.2% | |
| Nuveen Lifecycle Index 2060 Fund Mutual Funds | Mutual Funds | — | — | $3.2M | 3.1% | |
| Nuveen Lifecycle Index 2050 Fund Mutual Funds | Mutual Funds | — | — | $2.9M | 2.8% | |
| Vanguard Small-Cap Growth Index Fund Institutional Mutual Funds | Common Collective Trusts | — | — | $2.7M | 2.6% | |
| Nuveen Lifecycle Index 2040 Fund Mutual Funds | Mutual Funds | — | — | $2.7M | 2.6% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.4M | 2.3% | |
| Vanguard Mid-Cap Value Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $2.1M | 2.0% | |
| Fidelity Multi-Asset Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.1M | 2.0% | |
| Vanguard Materials Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $2.0M | 1.9% | |
| Nuveen Lifecycle Index 2055 Fund Mutual Funds | Mutual Funds | — | — | $1.9M | 1.9% | |
| Vanguard LifeStrategy Income Fund Investor Mutual Funds | Mutual Funds | — | — | $1.9M | 1.8% | |
| Nuveen Core Plus Bond Fund Mutual Funds | Mutual Funds | — | — | $1.9M | 1.8% | |
| Vanguard Small-Cap Value Index Fund Institutional Mutual Funds | Common Collective Trusts | — | — | $1.7M | 1.6% | |
| Vanguard Energy Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $1.4M | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $1.0M | 1.0% | |
| Vanguard Wellesley Income Fund Admiral Mutual Funds | Mutual Funds | — | — | $993K | 1.0% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $861K | 0.8% | |
| American Funds Multi-Sector Income Fund Mutual Funds | Mutual Funds | — | — | $849K | 0.8% | |
| Nuveen Lifecycle Index Retirement Income Fund Mutual Funds | Mutual Funds | — | — | $825K | 0.8% | |
| BrandywineGLOBAL - Corporate Credit Fund Mutual Funds | Other securities | — | — | $817K | 0.8% | |
| Vanguard Information Technology Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $790K | 0.8% | |
| Goldman Sachs GQG Partners International Opportunity Fund Mutual Funds | Other securities | — | — | $782K | 0.7% | |
| Nuveen Lifecycle Index 2020 Fund Mutual Funds | Mutual Funds | — | — | $434K | 0.4% | |
| Vanguard Total Bond Market Index Fund Institutional Plus Mutual Funds | Common Collective Trusts | — | — | $307K | 0.3% | |
| PCRA James Walker Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $77K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund Mutual Funds | Mutual Funds | — | — | $68K | <0.1% | |
| Fidelity International Index Fund Mutual Funds | Common Collective Trusts | — | — | $51K | <0.1% | |
| Mid Atlantic Master Cash Account Cash - interest bearing | Cash / Money Market | — | — | $12K | <0.1% | |
| PCRA Thomas Watch Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $9K | <0.1% | |
| PCRA Ryan Hartman Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $7K | <0.1% | |
| PCRA Eric Gougar Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $23K |
| — |
