Kevin Gold signed IOS Employment, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IOS Employment, LLC's EIN is 85-1819677.
Download the official 2024 Form 5500 (PDF) for IOS Employment, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IOS Employment, 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 |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm a | Mutual Funds | — | — | $1.1M | 26.1% | |
| Vanguard Value Index Adm a | Mutual Funds | — | — | $534K | 12.8% | |
| Vanguard Total Bond Market Index Adm a | Mutual Funds | — | — | $528K | 12.7% | |
| Vanguard Cash Reserves Federal Money Market Adm a | Mutual Funds | — | — | $262K | 6.3% | |
| Dimensional Fund Advisors International Core Equity I a | Mutual Funds | — | — | $229K | 5.5% | |
| Vanguard Intermediate Term Investment Grade Adm a | Mutual Funds | — | — | $212K | 5.1% | |
| Vanguard Mid Cap Value Index Adm a | Mutual Funds | — | — | $179K | 4.3% | |
| Fidelity 500 Index a | Common Collective Trusts | — | — | $152K | 3.6% | |
| Vanguard Dividend Appreciation Index Adm a | Mutual Funds | — | — | $151K | 3.6% | |
| Vanguard Small Cap Growth Index Adm a | Mutual Funds | — | — | $144K | 3.5% | |
| Avantis U.S. Large Cap Value I a | Other securities | — | — | $134K | 3.2% | |
| Avantis U.S. Small Cap Value I a | Other securities | — | — | $123K | 2.9% | |
| Vanguard Mid Cap Growth Index Adm a | Mutual Funds | — | — | $116K | 2.8% | |
| Avantis Emerging Markets Equity I a | Other securities | — | — | $113K | 2.7% | |
| Dimensional Fund Advisors International Small Company I a | Mutual Funds | — | — | $112K | 2.7% | |
| Vanguard High Yield Corporate Adm a | Mutual Funds | — | — | $76K | 1.8% | |
| Mid Atlantic Trust Company Cash and cash equivalents a | Cash / Money Market | — | — | $15K | 0.4% | |
| Cohen & Steers Institutional Realty Shares a | Other securities | — | — | $6K | 0.1% | |
| INSIGHT STABLE VALUE FUND CLASS M BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2050 a | Mutual Funds | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
