Kenneth Duarte signed INV Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
INV Management Services, LLC's EIN is 85-1507460.
Download the official 2024 Form 5500 (PDF) for INV Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)INV Management Services, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | RECORDKEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $362.9M | 100.0% | |
| KOCH COMPANIES DB MASTER TRUST KOCH COMPANIES, LLC · EIN 25-6263968 / PN 001 | Master Trust | — | — | $362.9M | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US, LLC | 53-0181291 | — | ACTUARY | $27K | — |
