IT Concepts, Inc.'s EIN is 83-0377840.
Download the official 2024 Form 5500 (PDF) for IT Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IT Concepts, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | WAYNE, PA | RECORDKEEPER AND CUSTODI | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $67K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $3.1M | 11.4% | |
| VANGUARD TARGET RETIREMENT 2045 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $2.7M | 9.9% | |
| VANGUARD 500 INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $2.6M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2035 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.3% | |
| VANGUARD TARGET RETIREMENT 2050 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.9M | 7.2% | |
| VANGUARD TARGET RETIREMENT 2055 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2025 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.7% | |
| VANGUARD TARGET RETIREMENT 2030 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| VANGUARD TOTAL STOCK MARKET INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| VANGUARD GROWTH INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2060 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| JPMORGAN U.S. EQUITY THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $687K | 2.6% | |
| FRANKLIN GROWTH THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $519K | 1.9% | |
| VANGUARD MID CAP GROWTH INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $503K | 1.9% | |
| Participant Loans Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $395K | 1.5% | |
| VANGUARD SMALL CAP GROWTH INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $388K | 1.4% | |
| VANGUARD MID CAP INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $387K | 1.4% | |
| VANGUARD TARGET RETIREMENT INCOME THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $327K | 1.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $309K | 1.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $308K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2020 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $303K | 1.1% | |
| METLIFE GAC-25053 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $301K | 1.1% | |
| VANGUARD SMALL CAP INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $260K | 1.0% | |
| MACQUARIE EMERGING MARKETS THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $243K | 0.9% | |
| VANGUARD INTERNATIONAL GROWTH THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $229K | 0.9% | |
| VANGUARD MID CAP VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $228K | 0.9% | |
| PGIM HIGH YIELD THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $209K | 0.8% | |
| VOYA INTERMEDIATE BOND THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $196K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $143K | 0.5% | |
| AB BOND INFLATION STRATEGY 2 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $121K | 0.5% | |
| VANGUARD WELLESLEY INCOME THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $117K | 0.4% | |
| AMERICAN FUNDS AMERICAN BALANCED THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $116K | 0.4% | |
| VANGUARD TOTAL INTERNATIONAL STOCK THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $111K | 0.4% | |
| VANGUARD REAL ESTATE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $78K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $75K | 0.3% | |
| T. ROWE PRICE VALUE I THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| INVESCO SMALL CAP VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $62K | 0.2% | |
| PRINCIPAL MID CAP S&P 400 INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| VANGUARD VALUE INDEX THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $48K | 0.2% | |
| PIMCO COMMODITY REAL RETURN STRATEG THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $36K | 0.1% | |
| LORD ABBETT BOND DEBENTURE THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $25K | <0.1% | |
| AMERICAN FUNDS CAPITAL INCOME BUILD THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS INCOME FUND OF AMERI THE VANGUARD GROUP · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
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 |
|---|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES | 51-0383217 | WILMINGTON, DE | TPA | $24K | — |
