TINA Brown signed I3 Technology Group, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I3 Technology Group, LLC's EIN is 84-5163706.
Download the official 2023 Form 5500 (PDF) for I3 Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)I3 Technology Group, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK N.A. | 16-1268674 | — | NONE | $21K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
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 Contra Fund Mutual Fund - 133,816 shares | Mutual Funds | — | — | $2.2M | 16.4% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.6M | 12.4% | |
| Vanguard 500 Index F Mutual Fund - 3,090 shares | Common Collective Trusts | — | — | $1.4M | 10.4% | |
| Vanguard Target Retirement 2025 Fd I Mutual Fund - 47,738 shares | Mutual Funds | — | — | $877K | 6.7% | |
| Vanguard Target Retirement 2030 Fd I Mutual Fund - 23,324 shares | Mutual Funds | — | — | $827K | 6.3% | |
| Fidelity Low Priced Stock Mutual Fund - 17,063 shares | Mutual Funds | — | — | $752K | 5.7% | |
| Vanguard Target Retirement 2020 Fd I Mutual Fund - 22,565 shares | Mutual Funds | — | — | $606K | 4.6% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund - 2,083 shares | Common Collective Trusts | — | — | $600K | 4.6% | |
| Vanguard Target Retirement 2050 Fd I Mutual Fund - 12,447 shares | Mutual Funds | — | — | $553K | 4.2% | |
| Janus Henderson Enterprise Fd I Mutual Fund - 3,628 shares | Mutual Funds | — | — | $478K | 3.6% | |
| Vanguard Equity Inc Fd Admiral Shs Mutual Fund - 4,719 shares | Mutual Funds | — | — | $398K | 3.0% | |
| Vanguard Target Retirement 2040 Fd I Mutual Fund - 9,424 shares | Mutual Funds | — | — | $370K | 2.8% | |
| Vanguard Target Retirement 2035 Fd I Mutual Fund - 16,557 shares | Mutual Funds | — | — | $366K | 2.8% | |
| American Funds Europacific Growth R6 Mutual Fund - 6,522 shares | Mutual Funds | — | — | $357K | 2.7% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund - 3,643 shares | Mutual Funds | — | — | $310K | 2.4% | |
| Vanguard Target Retirement Incm Inv Mutual Fund - 21,932 shares | Mutual Funds | — | — | $285K | 2.2% | |
| Metropolitan West Total Return I Mutual Fund - 30,054 shares | Other securities | — | — | $275K | 2.1% | |
| Vanguard Target Retirement 2045 Fd I Mutual Fund - 7,103 shares | Mutual Funds | — | — | $189K | 1.4% | |
| American Funds Inc Fund Of Amer R6 Mutual Fund - 6,137 shares | Mutual Funds | — | — | $144K | 1.1% | |
| Vanguard Interm Term Trsy Fd Adm Cl Mutual Fund - 13,851 shares | Mutual Funds | — | — | $138K | 1.1% | |
| Virtus SGA Emrg Mkts Equity I Mutual Fund - 11,042 shares | Other securities | — | — | $86K | 0.7% | |
| DFA US Small Cap Value Port Instl Mutual Fund - 1,747 shares | Mutual Funds | — | — | $79K | 0.6% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund - 928 shares | Mutual Funds | — | — | $42K | 0.3% | |
| BNY Mellon Smcap Stock Idx Inv Shrs Mutual Fund - 990 shares | Common Collective Trusts | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund - 254 shares | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2065 Mutual Fund - 401 shares | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
