Jennifer Clark signed IFIT Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IFIT Inc.'s EIN is 87-0531206.
Download the official 2024 Form 5500 (PDF) for IFIT Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IFIT Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | CONSULTANT | $110K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Oakmark Fund Investor Mutual Fund | Other securities | — | — | $10.1M | 13.2% | |
| William Blair Large Cap Class I Mutual Fund | Other securities | — | — | $8.8M | 11.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.8M | 8.9% | |
| T. ROWE PRICERTRMNT 2050A TR Common/Collective Trust | Common Collective Trusts | — | — | $6.3M | 8.3% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.3M | 8.3% | |
| T. ROWE PRICERTRMNT 2040A TR Common/Collective Trust | Common Collective Trusts | — | — | $6.1M | 8.0% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.1M | 8.0% | |
| T. ROWE PRICERTRMNT 2035A TR Common/Collective Trust | Common Collective Trusts | — | — | $6.0M | 7.8% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.8% | |
| T. ROWE PRICERTRMNT 2045A TR Common/Collective Trust | Common Collective Trusts | — | — | $5.6M | 7.3% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.6M | 7.3% | |
| T. ROWE PRICERTRMNT 2055A TR COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $4.3M | $4.5M | 5.8% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.8% | |
| T. ROWE PRICERTRMNT 2030A TR Common/Collective Trust | Common Collective Trusts | — | — | $4.3M | 5.6% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.3M | 5.6% | |
| T. ROWE PRICERTRMNT 2060A TR Common/Collective Trust | Common Collective Trusts | — | — | $2.6M | 3.4% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| T. ROWE PRICERTRMNT 2025A TR Common/Collective Trust | Common Collective Trusts | — | — | $1.9M | 2.5% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.5% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.1M | $1.1M | 1.5% | |
| Self-Directed Brokerage Account Various | Self-Directed Brokerage | — | — | $1.1M | 1.5% | |
| Artisan Mid Cap Fund Investment Class Mutual Fund | Other securities | — | — | $1.0M | 1.3% | |
| T. ROWE PRICERTRMNT 2020A TR Common/Collective Trust | Common Collective Trusts | — | — | $771K | 1.0% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $771K | 1.0% | |
| MORLEY STABLE VALUE FUND 40 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $740K | 1.0% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $680K | 0.9% | |
| Columbia Dividend Income Instl Mutual Fund | Other securities | — | — | $676K | 0.9% | |
| Note Receivable from Participants Maturities through July 2040. - | Other securities | — | — | $634K | 0.8% | |
| LOAN FUND LOANS | Other securities | — | $634K | $634K | 0.8% | |
| Vanguard Shrt Trm Infl Adm Mutual Fund | Mutual Funds | — | — | $620K | 0.8% | |
| Hartford Intl Value Fund Y Mutual Fund | Other securities | — | — | $598K | 0.8% | |
| Dodge & Cox Income Fund Class X Mutual Fund | Mutual Funds | — | — | $467K | 0.6% | |
| MFS Mid Cap Value Fund Class R4 Mutual Fund | Mutual Funds | — | — | $437K | 0.6% | |
| Invesco Gold & Special Minerals Fund Class A Mutual Fund | Mutual Funds | — | — | $388K | 0.5% | |
| Wasatch Small Cap Value Fund Mutual Fund | Other securities | — | — | $382K | 0.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $362K | 0.5% | |
| Grandeur Peak International Opportunities Investment Fund Mutual Fund | Other securities | — | — | $336K | 0.4% | |
| T. ROWE PRICERTRMNT 2065A TR Common/Collective Trust | Common Collective Trusts | — | — | $316K | 0.4% | |
| T. ROWE PRICE 2065 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $316K | 0.4% | |
| T. ROWE PRICERTRMNT 2005A TR Common/Collective Trust | Common Collective Trusts | — | — | $267K | 0.3% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $267K | 0.3% | |
| Cohen & Steers Realty Shares Fund Mutual Fund | Other securities | — | — | $249K | 0.3% | |
| Wasatch Emerging Markets Mutual Fund | Other securities | — | — | $246K | 0.3% | |
| T. ROWE PRICERTRMNT 2015A TR Common/Collective Trust | Common Collective Trusts | — | — | $243K | 0.3% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $243K | 0.3% | |
| Matthews Emerging Markets Small Companies Mutual Fund | Other securities | — | $194K | $173K | 0.2% | |
| T. ROWE PRICERTRMNT 2010A TR Common/Collective Trust | Common Collective Trusts | — | — | $37K | <0.1% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER SAVAS | 27-5169784 | — | ACCOUNTANT | $17K | — |
