Samuel McGeever signed IQEQ US Management Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IQEQ US Management Company, LLC's EIN is 87-2324421.
Download the official 2024 Form 5500 (PDF) for IQEQ US Management Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IQEQ US Management Company, LLC's plan includes automatic enrollment, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| GG TRP RD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $6.5M | 13.7% | |
| GG TRP RD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $6.4M | 13.4% | |
| GG TRP RD 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $5.1M | 10.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.8M | 10.0% | |
| GG TRP RD 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $3.7M | 7.8% | |
| FID BLUE CHIP GR K6 Mutual Fund | Mutual Funds | — | — | $3.4M | 7.1% | |
| GG TRP RD 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.6% | |
| GG TRP RD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.0% | |
| GG TRP RD 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.0% | |
| GG TRP RD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.0% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 2.2% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $725K | 1.5% | |
| TRP DIV Growth I Mutual Fund | Other securities | — | — | $713K | 1.5% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $701K | 1.5% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $645K | 1.4% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $624K | 1.3% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $607K | 1.3% | |
| MIP CL 2 Group Annuity Contract | Common Stocks | — | — | $598K | 1.3% | |
| Notes receivable from participants Interest rates ranging from 4.17% to 9.50% | Bonds / Notes | — | — | $584K | 1.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $562K | 1.2% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $454K | 1.0% | |
| FID ST TR BD IDX Mutual Fund | Common Collective Trusts | — | — | $396K | 0.8% | |
| PGIM HIGH YEILD R6 Mutual Fund | Other securities | — | — | $385K | 0.8% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $382K | 0.8% | |
| FID SMALL CAP GR K6 Mutual Fund | Mutual Funds | — | — | $350K | 0.7% | |
| COL EMRG MKT 13 Mutual Fund | Other securities | — | — | $229K | 0.5% | |
| FID GROWTH STRAT K6 Mutual Fund | Mutual Funds | — | — | $223K | 0.5% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $216K | 0.5% | |
| GG TRP RD 2010 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $182K | 0.4% | |
| GG TRP RD 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $155K | 0.3% | |
| GG TRP RD 2020 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $69K | 0.1% | |
| GG TRP RD 2005 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $34K | <0.1% | |
| GG TRP RD 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $31K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
