Sarah Davies signed Indelible Management Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Indelible Management Solutions, Inc.'s EIN is 88-1443733.
Download the official 2024 Form 5500 (PDF) for Indelible Management Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Indelible Management Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Advisors, LLC BlackRock Lfpth Indx 2055 K Fund | Other securities | — | — | $946K | 26.8% | |
| BlackRock Advisors, LLC BlackRock Lfpth Idx 2060 K Fund | Common Collective Trusts | — | — | $692K | 19.6% | |
| BlackRock Advisors, LLC BlackRock Lfpth Indx 2050 K Fund | Other securities | — | — | $557K | 15.8% | |
| BlackRock Advisors, LLC BlackRock Lfpth Indx 2035 K Fund | Other securities | — | — | $229K | 6.5% | |
| BlackRock Advisors, LLC BlackRock Lfpth Indx 2045 K Fund | Other securities | — | — | $228K | 6.4% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $202K | 5.7% | |
| BlackRock Advisors, LLC BlackRock Lfpth Indx 2030 K Fund | Other securities | — | — | $190K | 5.4% | |
| BlackRock Advisors, LLC BlackRock Lfpth Indx 2040 K Fund | Other securities | — | — | $159K | 4.5% | |
| BlackRock Advisors, LLC BlackRock Lfpth Ind Rtrmt K Fund | Other securities | — | — | $110K | 3.1% | |
| BlackRock Advisors, LLC BlackRock Lfpth Idx 2065 K Fund | Common Collective Trusts | — | — | $57K | 1.6% | |
| BNY Mellon BNY Mellon Research Gr Y Fund 700 Carillon Family of Funds Carillon Scout Mid Cap R6 Fund 516 Cohen & Steers Cohen & Steers Global Rlt Z Fund 669 Fidelity Management & Research Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $54K | 1.5% | |
| maturing through May 2027 | Other securities | — | — | $39K | 1.1% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund 699 Legg Mason Clearbridge Sm Cp Gr Is Fund 502 MainStay Funds NYLI Winslow Lg Cap Gr R6 | Other securities | — | — | $26K | 0.7% | |
| Fidelity Management & Research Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $21K | 0.6% | |
| BlackRock Advisors, LLC BlackRock HY Portfolio K Fund | Other securities | — | — | $6K | 0.2% | |
| SEI TRUST COMPANY Allspring Spec Sm Cp Value R6 491 The American Funds American Funds AmerMut R6 Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Hartford Mutual Funds Hartford Schroder Intl Stk SDR | Other securities | — | — | $3K | <0.1% | |
| The American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $3K | <0.1% | |
| American Century Investments Am Cent Infla Adj Bond R6 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $645 | <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 |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | CONTRACT ADMINISTRATOR | $9K | — |
