CODY Wilson signed IBA USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBA USA, Inc.'s EIN is 90-1072480.
Download the official 2024 Form 5500 (PDF) for IBA USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBA USA, Inc.'s plan includes 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $62K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $7.4M | 20.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.7M | 10.3% | |
| LARGE CAP GROWTH FUND II CL I1 WILMINGTON TRUST, N.A. · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.7M | 10.3% | |
| FLEX PATH MOD 2055 FUND R1 WILMINGTON TRUST, N.A. · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.3M | 9.2% | |
| FLEX PATH MOD 2035 FUND R1 WILMINGTON TRUST, N.A. · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| FLEX PATH MOD 2045 FUND R1 WILMINGTON TRUST, N.A. · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.2M | 6.1% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Mutual Funds | — | — | $1.4M | 3.8% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $1.4M | 3.8% | |
| FLEX PATH MOD 2065 FUND R1 WILMINGTON TRUST, N.A · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | Mutual Funds | — | — | $1.2M | 3.3% | |
| FLEXPATH MOD RET CL R1 WILMINGTON TRUST, N.A · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $727K | 2.0% | |
| LARGE CAP GROWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $667K | 1.9% | |
| FIDELITY INFLATION-PROT BD IND Registered Investment Company | Mutual Funds | — | — | $653K | 1.8% | |
| INTL EQUITY FUND CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $643K | 1.8% | |
| BLACKROCK US DEBT INDEX CL 1 Common Collective Trust Fund | Common Collective Trusts | — | — | $581K | 1.6% | |
| WT CIT BLKRCK U.S. DEBT IND FD WILMINGTON TRUST, N.A. · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $581K | 1.6% | |
| FLEX PATH AGGR 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $551K | 1.5% | |
| VICTORY ESTABLISHED VALUE I Registered Investment Company | Common Stocks | — | — | $479K | 1.3% | |
| WILMGT TR CIT SMALL CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $364K | 1.0% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $360K | 1.0% | |
| LORD ABBETT HIGH YLD CORE II R WILMINGTON TRUST, N.A. · EIN 82-1095844 / PN 320 | Common Collective Trust | — | — | $358K | 1.0% | |
| OPPENHEIMER GLOBAL OPPTY CLI Registered Investment Company | Mutual Funds | — | — | $315K | 0.9% | |
| CORE PLUS BOND FUND CL I1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $243K | 0.7% | |
| MID CAP GROWTH FUND CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $176K | 0.5% | |
| FLEXPATH EMERGING MARKETS I1 INVESCO TRUST COMPANY · EIN 51-0423349 / PN 001 | Common Collective Trust | — | — | $170K | 0.5% | |
| WILMGT TR CIT SMALL CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $161K | 0.4% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST, N.A. · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $152K | 0.4% | |
| FLEX PATH AGGR 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $152K | 0.4% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $136K | 0.4% | |
| FLEX PATH CNSRV 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $85K | 0.2% | |
| FLEX PATH AGGR 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $40K | 0.1% | |
| FLEX PATH CNSRV 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEX PATH AGGR RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEX PATH CNSRV 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2575778 / PN 224 | Common Collective Trust | — | — | $659 | <0.1% | |
| FLEX PATH CNSRV RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $642 | <0.1% | |
| FLEX PATH PL CNSRV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $331 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $197 |
| — |
