Andrew Fesler signed IAA Holdings LLC.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IAA Holdings LLC.'s EIN is 83-1030538.
Download the official 2023 Form 5500 (PDF) for IAA Holdings LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IAA Holdings 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $89K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $36.2M | 12.4% | |
| J.P. Morgan Chase JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $27.8M | 9.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $23.9M | 8.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $22.0M | 7.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $20.1M | 6.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $17.2M | 5.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $16.2M | 5.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $15.3M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $12.6M | 4.3% | |
| J.P. Morgan Chase JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $10.4M | 3.6% | |
| J.P. Morgan Chase JPMorgan Mid Cap Value Fund L | Other securities | — | — | $8.7M | 3.0% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $7.4M | 2.6% | |
| Various Participant loans - interest rate of 3.25% to 9.5% | Bonds / Notes | — | — | $6.7M | 2.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.1M | 2.1% | |
| Fidelity Investments Fidelity Internaltional Growth Fund | Mutual Funds | — | — | $5.9M | 2.0% | |
| New York Life New York Life Anchor Account | Pooled Separate Accounts | — | — | $5.5M | 1.9% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $5.5M | 1.9% | |
| J.P. Morgan Chase JPMorgan Equity Income Fund R6 | Other securities | — | — | $4.7M | 1.6% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $4.4M | 1.5% | |
| Metropolitan West MetWest Total Return Bond Fund I | Other securities | — | — | $4.3M | 1.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $3.9M | 1.3% | |
| Invesco Global Fund R6 | Mutual Funds | — | — | $3.9M | 1.3% | |
| American Beacon AB Small Cap Growth Fund I | Other securities | — | — | $2.7M | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 0.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2.5M | 0.9% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $2.4M | 0.8% | |
| Invesco Developing Markets Fund Y | Mutual Funds | — | — | $1.8M | 0.6% | |
| Pimco Real Return Fund Institutional | Mutual Funds | — | — | $1.3M | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| Mobile Financial Services MFS International Diversification Fund R6 | Mutual Funds | — | — | $1.2M | 0.4% | |
| American Beacon AB Small Cap Value Fund R5 | Other securities | — | — | $396K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $79K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $35K |
| — |
