Rachel Brown signed IVIM Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IVIM Health's EIN is 88-1771542.
Download the official 2024 Form 5500 (PDF) for IVIM Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IVIM Health'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.
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab U.S. Large-Cap Equity Index Fund N/A | Common Collective Trusts | — | — | $124K | 19.7% | |
| [Assets held in common collective trust] | Other | — | — | $118K | 18.8% | |
| FRANKLIN TOTAL ADVANTAGE 2055 WILMINGTON TRUST COMPANY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $97K | 15.3% | |
| FRANKLIN TOTAL ADVANTAGE 2050 WILMINGTON TRUST COMPANY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $56K | 8.8% | |
| POLEN FOCUS GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $41K | 6.5% | |
| FRANKLIN TOTAL ADVANTAGE 2045 WILMINGTON TRUST COMPANY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $40K | 6.3% | |
| DIAMOND HILL SELECT PORTFOLIO WILMINGTON TRUST, N.A. · EIN 38-7275310 / PN 774 | Common Collective Trust | — | — | $28K | 4.5% | |
| FRANKLIN TOTAL ADVANTAGE 2060 WILMINGTON TRUST COMPANY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $20K | 3.1% | |
| CLEARBRIDGE LARGE CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $18K | 2.8% | |
| FRANKLIN TOTAL ADVANTAGE 2030 WILMINGTON TRUST COMPANY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $15K | 2.4% | |
| Vanguard Small-Cap Growth Equity Index Fund N/A | Common Collective Trusts | — | — | $13K | 2.0% | |
| Charles Schwab Large-Cap Growth Equity Index Fund N/A | Common Collective Trusts | — | — | $12K | 1.9% | |
| FRANKLIN TOTAL ADVANTAGE 2035 WILMINGTON TRUST COMPANY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $12K | 1.9% | |
| FRANKLIN TOTAL ADVANTAGE 2040 WILMINGTON TRUST COMPANY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $11K | 1.7% | |
| ClearBridge U.S. Equity Dividend N/A | Other securities | — | — | $10K | 1.5% | |
| CLEARBRIDGE DIV STRAT CIT WILMINGTON TRUST, N.A. · EIN 38-7275317 / PN 001 | Common Collective Trust | — | — | $10K | 1.5% | |
| CONGRESS MID CAP GROWTH CIT SEI TRUST COMPANY · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $7K | 1.1% | |
| FRANKLIN TOTAL ADVANTAGE 2025 WILMINGTON TRUST COMPANY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $3K | 0.5% | |
| Charles Schwab Small-Cap Equity Index Fund N/A | Common Collective Trusts | — | — | $2K | 0.3% | |
| POLEN INTERNATIONAL GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $2K | 0.3% | |
| Management * Charles Schwab Mid-Cap Equity Index Fund N/A | Common Collective Trusts | — | — | $1K | 0.2% | |
| Charles Schwab International Equity Index Fund N/A | Common Collective Trusts | — | — | $1K | 0.2% | |
| INTERNATIONAL FUNDAMENTAL VALUE FD WILMINGTON TRUST COMPANY · EIN 26-3783687 / PN 920 | Common Collective Trust | — | — | $49 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
