IFS Acquisition LLC's EIN is 83-0830569.
Download the official 2024 Form 5500 (PDF) for IFS Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IFS Acquisition LLC'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 |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $4K | — |
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $189 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.4M | 63.2% | |
| Mass Mutual Life Insurance Company Fixed Account-Ins Gen Account - | Common Stocks | — | — | $2.3M | 33.2% | |
| IndexSelect Conservative Ret I - | Other securities | — | — | $1.7M | 24.2% | |
| Vanguard 500 Index Adm - | Common Collective Trusts | — | — | $1.4M | 19.7% | |
| IndexSelect Moderate Ret I - | Other securities | — | — | $937K | 13.6% | |
| Notes receivable from participants Interest rates: 5.25% - 10.5% - | Bonds / Notes | — | — | $245K | 3.6% | |
| Vanguard Total Bond Market Ind - | Mutual Funds | — | — | $162K | 2.4% | |
| Vanguard Total Intl Stock Adm - | Mutual Funds | — | — | $88K | 1.3% | |
| Vanguard Mip-Cap Index Adm - | Mutual Funds | — | — | $42K | 0.6% | |
| Vanguard Small-Cap Index Adm - | Mutual Funds | — | — | $41K | 0.6% | |
| IndexSelect Aggressive 2035 Fund - | Other securities | — | — | $29K | 0.4% | |
| IndexSelect Aggressive Retire Fund CL I - | Other securities | — | — | $26K | 0.4% |
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $15K | — |
