Shirley Horner signed Infinity Systems Engineering's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infinity Systems Engineering's EIN is 84-1346695.
Download the official 2024 Form 5500 (PDF) for Infinity Systems Engineering from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infinity Systems Engineering's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $68K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $8.7M | 12.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $8.3M | 11.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $7.3M | 10.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $5.0M | 7.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $4.8M | 6.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.5M | 5.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.9M | 4.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $2.8M | 4.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $2.5M | 3.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.4M | 3.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.1M | 3.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 2.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| MFS INTL INTRINSIC VAL FD - R3 | Registered Investment Companies | — | — | $1.4M | 2.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.3M | 1.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.2M | 1.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.1M | 1.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.1M | 1.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.1M | 1.6% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $981K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $924K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $743K | 1.1% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $730K | 1.0% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $592K | 0.8% | |
| INVESCO INT SMALL MID CO A | Registered Investment Companies | — | — | $570K | 0.8% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $563K | 0.8% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $548K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $416K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $407K | 0.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $407K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $380K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $354K | 0.5% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $253K | 0.4% | |
| LORD ABBETT SH DUR INC R3 | Registered Investment Companies | — | — | $201K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $143K | 0.2% | |
| BLK STRATEGIC INC OPP PRT INST | Registered Investment Companies | — | — | $102K | 0.1% | |
| NUVEEN FLOATRATEINC R6 | Registered Investment Companies | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $72K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYNIE & COMPANY, P.C. | 87-0325228 | — | ACCOUNTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES A. REICHERT | 84-0858799 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
