Gabor Pakozdi signed IVY Technology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IVY Technology, LLC's EIN is 83-2258671.
Download the official 2024 Form 5500 (PDF) for IVY Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IVY Technology, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
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.
| $23K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $2.1M | 19.6% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $1.6M | 15.6% | |
| Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 11.4% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $882K | 8.4% | |
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $738K | 7.1% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $601K | 5.7% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $522K | 5.0% | |
| Participant Loans * Participant Loans Interest rates 4.25% - 9.50%, maturing from $0 | Bonds / Notes | — | — | $316K | 3.0% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $314K | 3.0% | |
| Baron Capital Asset Institutional N/R | Other securities | — | — | $291K | 2.8% | |
| Pimco Investment Growth Cred Bond I N/R | Mutual Funds | — | — | $246K | 2.3% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $228K | 2.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $189K | 1.8% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $184K | 1.8% | |
| American Beacon Funds Large Cap Growth Advisor N/R | Other securities | — | — | $161K | 1.5% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $138K | 1.3% | |
| Fidelity Investments International Stock Index N/R | Mutual Funds | — | — | $134K | 1.3% | |
| Fidelity Investments Mid Cap Index N/R | Mutual Funds | — | — | $110K | 1.0% | |
| JP Morgan Funds Equity Income Fund N/R | Other securities | — | — | $85K | 0.8% | |
| William Blair Funds Sm Cap Growth R6 N/R | Other securities | — | — | $83K | 0.8% | |
| Fidelity Investments Small Cap Index Fund N/R | Common Collective Trusts | — | — | $79K | 0.8% | |
| Fidelity Investments US Bond Index Fund N/R | Common Collective Trusts | — | — | $72K | 0.7% | |
| The American Funds New Persp R6 N/R | Mutual Funds | — | — | $56K | 0.5% | |
| Victory Capital RS International N/R | Other securities | — | — | $32K | 0.3% | |
| Loomis Sayles Funds GLB Allocation Fd N/R | Other securities | — | — | $25K | 0.2% | |
| MFS International Growth R6 N/R | Mutual Funds | — | — | $23K | 0.2% | |
| Janus Henderson Balanced Fd N/R 257 Macquirie Emerging Markets N/R | Mutual Funds | — | — | $15K | 0.1% | |
| Lord Abbett Bond Debenture N/R | U.S. Treasuries | — | — | $15K | 0.1% | |
| MFS New Discovery Value R6 N/R | Mutual Funds | — | — | $13K | 0.1% | |
| Victory Capital High Yield Fund N/R | Other securities | — | — | $12K | 0.1% | |
| JP Morgan Funds Core Bond R6 N/R | Other securities | — | — | $11K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| AllSpring Global Investments Special Mc Value R6 N/R | Registered Investment Companies | — | — | $2K | <0.1% |
