Tania Fiero signed Innovative Employee Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Employee Solutions, Inc.'s EIN is 84-0841199.
Download the official 2024 Form 5500 (PDF) for Innovative Employee Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Employee Solutions, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SHAREHOLDER SERVICING | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $34K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index N/R | Mutual Funds | — | — | $2.4M | 13.3% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 052 | Common Collective Trust | — | — | $1.7M | 9.3% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 050 | Common Collective Trust | — | — | $1.7M | 9.3% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 051 | Common Collective Trust | — | — | $1.6M | 8.9% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 049 | Common Collective Trust | — | — | $1.5M | 8.0% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 078 | Common Collective Trust | — | — | $1.1M | 6.2% | |
| Fidelity Investments Fidelity Global Ex Us Index N/R | Mutual Funds | — | — | $917K | 5.0% | |
| Investment at Contract Value * Empower Annuity Insurance EI Fixed Account - Series Class IV N/R | Other securities | — | — | $906K | 4.9% | |
| Allspring Global Investments Allspring Core Bond R6 N/R | Other securities | — | — | $667K | 3.6% | |
| PGIM, Inc PGIM Global Total Return R6 N/R | Common Stocks | — | — | $632K | 3.4% | |
| JPMorgan Funds JPMorgan Core Plus Bond R6 N/R | Other securities | — | — | $628K | 3.4% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $537K | 2.9% | |
| PIMCO Income Instl N/R | Mutual Funds | — | — | $533K | 2.9% | |
| Great Gray Large Cap Value Fund Class R1 N/R | Other securities | — | — | $514K | 2.8% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 058 | Common Collective Trust | — | — | $466K | 2.5% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $332K | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $241K | 1.3% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $237K | 1.3% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $232K | 1.3% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $223K | 1.2% | |
| Self-Directed Brokerage Accounts * Empower SDB Roth N/R | Self-Directed Brokerage | — | — | $217K | 1.2% | |
| JPMorgan Funds JPMorgan Emerging Markets Equity R6 N/R | Other securities | — | — | $202K | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 053 | Common Collective Trust | — | — | $178K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $158K | 0.9% | |
| Janus Henderson Janus Henderson Balanced N N/R | Mutual Funds | — | — | $128K | 0.7% | |
| BlackRock iShares Russell 2000 Small-Cap Index N/R | Common Collective Trusts | — | — | $121K | 0.7% | |
| Company of America Participant Loans * Participant Loans Interest rates: 6.00% - 9.50% $0 | Bonds / Notes | — | — | $85K | 0.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 057 | Common Collective Trust | — | — | $74K | 0.4% | |
| K BlackRock High Yield Bond Portfolio K N/R | Other securities | — | — | $16K | <0.1% | |
| Empower SDB N/R | Other securities | — | — | $14K | <0.1% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $751 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 054 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
