Beatrix Weiner signed Inflexionpoint's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inflexionpoint's EIN is 87-2989487.
Download the official 2024 Form 5500 (PDF) for Inflexionpoint from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inflexionpoint's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500Index Inv Mutual Fund N/A | Mutual Funds | — | — | $3.5M | 20.1% | |
| AB Large Cap Growth Mutual Fund N/A | Other securities | — | — | $2.4M | 14.1% | |
| Money market funds Vanguard Federal Money Market Cash N/A | Mutual Funds | — | — | $2.2M | 12.8% | |
| Columbia Balanced Instl Mutual Fund N/A | Other securities | — | — | $1.4M | 8.1% | |
| Vanguard Total Stock Market Index Inv Mutual Fund N/A | Common Collective Trusts | — | — | $1.3M | 7.5% | |
| Vanguard Small Cap Value Index Inv Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 7.3% | |
| Fidelity Advisor Equity Growth I Mutual Fund N/A | Mutual Funds | — | — | $1.0M | 5.8% | |
| Baird Aggregate Bond Instl Mutual Fund N/A | Other securities | — | — | $899K | 5.2% | |
| Vanguard Inflation Prot Sec Inv Mutual Fund N/A | Mutual Funds | — | — | $786K | 4.5% | |
| JP Morgan Equity Income A Mutual Fund N/A | Other securities | — | — | $644K | 3.7% | |
| Columbia Select Global Equity I3 Mutual Fund N/A | Other securities | — | — | $522K | 3.0% | |
| Janus Henderson Enterprise T Mutual Fund N/A | Mutual Funds | — | — | $373K | 2.2% | |
| Columbia Small Cap Growth Instl Mutual Fund N/A | Other securities | — | — | $355K | 2.1% | |
| Victory Nasdaq-100 Index R6 Mutual Fund N/A | Other securities | — | — | $260K | 1.5% | |
| MFS Value R6 Mutual Fund N/A | Mutual Funds | — | — | $134K | 0.8% | |
| Fidelity Advisor Emerg Markets Disc I Mutual Fund N/A | Mutual Funds | — | — | $131K | 0.8% | |
| Vanguard Tax-Managed Small Cap Adm Mutual Fund N/A | Mutual Funds | — | — | $111K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
