Larisa Purdy signed Madison IAQ LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Madison IAQ LLC's EIN is 82-3247004.
Download the official 2024 Form 5500 (PDF) for Madison IAQ LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Madison IAQ LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $189K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | NONE | $29K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $76K | — |
| HANCOCK ASKEW CO LLP | 58-0662558 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Trgtdt 2030 R6 | Mutual Funds | — | — | $27.2M | 9.7% | |
| American Funds American Funds Trgtdt 2040 R6 | Mutual Funds | — | — | $25.7M | 9.2% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $24.7M | 8.8% | |
| American Funds American Funds Trgtdt 2045 R6 | Mutual Funds | — | — | $24.6M | 8.8% | |
| American Funds American Funds Trgtdt 2035 R6 | Mutual Funds | — | — | $24.4M | 8.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $22.2M | 7.9% | |
| American Funds American Funds Trgtdt 2025 R6 | Mutual Funds | — | — | $19.8M | 7.1% | |
| American Funds American Funds Trgtdt 2050 R6 | Mutual Funds | — | — | $16.1M | 5.8% | |
| American Funds American Funds Trgtdt 2055 R6 | Mutual Funds | — | — | $14.1M | 5.0% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $10.7M | 3.8% | |
| American Funds American Funds Trgtdt 2060 R6 | Mutual Funds | — | — | $6.3M | 2.2% | |
| American Funds American Funds Trgtdt 2020 R6 | Mutual Funds | — | — | $6.1M | 2.2% | |
| Vanguard Small Cap Index Admrl | Mutual Funds | — | — | $5.5M | 1.9% | |
| Vanguard Intl Growth Admiral | Mutual Funds | — | — | $5.0M | 1.8% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | Mutual Funds | — | — | $5.0M | 1.8% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $3.6M | 1.3% | |
| American Funds American Funds Trgtdt 2065 R6 | Mutual Funds | — | — | $3.5M | 1.2% | |
| Fidelity Investments Fidelity Value Fund Class K | Mutual Funds | — | — | $3.4M | 1.2% | |
| Delaware Funds Ivy Mid Cap Growth N | Other securities | — | — | $3.2M | 1.1% | |
| Allspring Global Investments Allspring Core Plus Bond R6 | Other securities | — | — | $3.0M | 1.1% | |
| PARTICIPANT LOANS (3.25% - 9.50%) | Bonds / Notes | — | — | $2.9M | 1.0% | |
| Participants all outstanding notes. - | Other securities | — | — | $2.9M | 1.0% | |
| Vanguard Extended Mkt Indx Adm | Mutual Funds | — | — | $2.9M | 1.0% | |
| Money market fund * Charles Schwab Government Money Inv ** 796 Mutual funds Alliance Bernstein AB Small Cap Growth Z | Mutual Funds | — | — | $2.8M | 1.0% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $2.6M | 0.9% | |
| Vanguard Tot Intl Stk Idx Adm | Common Collective Trusts | — | — | $2.5M | 0.9% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $2.2M | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $2.2M | 0.8% | |
| PIMCO Real Return Fund - Instl | Mutual Funds | — | — | $2.0M | 0.7% | |
| JPMorgan Us Small Co R6 | Common Stocks | — | — | $2.0M | 0.7% | |
| American Funds American Funds Trgtdt 2015 R6 | Mutual Funds | — | — | $933K | 0.3% | |
| Vanguard Interm Term Bd Idx A | Common Collective Trusts | — | — | $833K | 0.3% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $803K | 0.3% | |
| Nuveen, LLC Nuveen Real Estate Sec Sel R6 | Mutual Funds | — | — | $576K | 0.2% | |
| American Funds American Funds Trgtdt 2010 R6 | Mutual Funds | — | — | $526K | 0.2% | |
| SCHWAB GOVERNMENT MONEY INV Money Market / Cash Equivalent 796 MORLEY STABLE VALUE FUND Common Collective Trust Fund | Stable Value | — | — | $213K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $213K | <0.1% |
