Katie Ingvalson signed Collegis, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Collegis, LLC's EIN is 80-0957651.
Download the official 2024 Form 5500 (PDF) for Collegis, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Collegis, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS LLC | 59-3331424 | — | INVESTMENT ADVISORY | $56K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $7.5M | 17.0% | |
| PRIN LIFETIME HYBRID CIT 2040 Z PRINCIPAL · EIN 26-6447574 / PN 548 | Common Collective Trust | — | — | $4.4M | 9.9% | |
| PRIN LIFETIME HYBRID CIT 2035 Z PRINCIPAL · EIN 26-6447574 / PN 480 | Common Collective Trust | — | — | $4.2M | 9.4% | |
| PRIN LIFETIME HYBRID CIT 2050 Z PRINCIPAL · EIN 26-6447574 / PN 530 | Common Collective Trust | — | — | $4.1M | 9.2% | |
| PRIN LIFETIME HYBRID CIT 2045 Z PRINCIPAL · EIN 26-6447574 / PN 472 | Common Collective Trust | — | — | $3.8M | 8.6% | |
| PRIN LIFETIME HYBRID CIT 2030 Z PRINCIPAL · EIN 26-6447574 / PN 555 | Common Collective Trust | — | — | $2.9M | 6.5% | |
| PRIN LIFETIME HYBRID CIT 2060 Z PRINCIPAL · EIN 26-6447574 / PN 522 | Common Collective Trust | — | — | $2.0M | 4.5% | |
| PRIN LIFETIME HYBRID CIT 2055 Z PRINCIPAL · EIN 26-6447574 / PN 464 | Common Collective Trust | — | — | $2.0M | 4.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.9M | 4.4% | |
| JPMorgan US Eq R6 | Other securities | — | — | $1.6M | 3.7% | |
| PRIN LIFETIME HYBRID CIT 2025 Z PRINCIPAL · EIN 26-6447574 / PN 498 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.5M | 3.4% | |
| INVESCO STABLE VAL TRUST RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 377 | Pooled Separate Account | — | — | $1.3M | 3.0% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $704K | 1.6% | |
| Neuberger Berman Neuberger Berman Lg Cap Val R6 | Other securities | — | — | $547K | 1.2% | |
| PRIN LIFETIME HYBRID CIT 2020 Z PRINCIPAL · EIN 26-6447574 / PN 563 | Common Collective Trust | — | — | $400K | 0.9% | |
| Pioneer Strategic Inc K | Common Stocks | — | — | $364K | 0.8% | |
| Legg Mason/Western Asset Western Asset Core Bd IS | Other securities | — | — | $346K | 0.8% | |
| Participants Notes Receivable with an interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $343K | 0.8% | |
| PRIN LIFETIME HYBRID CIT 2015 Z PRINCIPAL · EIN 26-6447574 / PN 514 | Common Collective Trust | — | — | $329K | 0.7% | |
| PRIN LIFETIME HYBRID 2065 CIT Z PRINCIPAL · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $260K | 0.6% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $153K | 0.3% | |
| MFS Glbl Eq R4 | Mutual Funds | — | — | $139K | 0.3% | |
| Invesco Developing Mkts R6 | Mutual Funds | — | — | $92K | 0.2% | |
| Principal Gl Real Estate Sec R6 | Other securities | — | — | $84K | 0.2% | |
| PRINCIPAL LIFETIME HYBRID CIT INC Z PRINCIPAL · EIN 26-6447574 / PN 571 | Common Collective Trust | — | — | $65K | 0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $6K | <0.1% |
