Jennifer Whiteley signed Innovative Discovery Employment Services Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Discovery Employment Services Company, Inc.'s EIN is 82-1582174.
Download the official 2024 Form 5500 (PDF) for Innovative Discovery Employment Services Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Discovery Employment Services Company, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $34.8M | 98.0% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $12.9M | 36.2% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $9.3M | 26.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.7M | 13.3% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $605K | 1.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $577K | 1.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $272K | 0.8% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $222K | 0.6% | |
| LARGE CAP GROWTH FUND III FEE CLASS GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $189K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $183K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $149K | 0.4% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $96K | 0.3% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $45K | 0.1% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 000 | Common Collective Trust | — | — | $44K | 0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $16K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $9K | <0.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $9K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $8K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
