Elizabeth Davis signed Inspire Development Centers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inspire Development Centers' EIN is 91-1220150.
Download the official 2024 Form 5500 (PDF) for Inspire Development Centers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inspire Development Centers' plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $5.2M | 16.6% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $4.1M | 13.2% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $3.0M | 9.6% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.9M | 9.3% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $2.4M | 7.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.1M | 6.9% | |
| The Vanguard Group, Inc. 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.8M | 5.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 5.6% | |
| Participant Loans Interest Rate - 4.25% - 9.50% - | Bonds / Notes | — | — | $1.7M | 5.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $1.2M | 3.8% | |
| Transamerica Life Ins Co Transamerica Stbl Val Focus Op | Common Stocks | — | — | $1.2M | 3.8% | |
| Vanguard Target Retirement 2070 Inv 196 Vanguard Retirement Income Inv | Mutual Funds | — | — | $1.2M | 3.7% | |
| Pioneer Investments Bond K | Other securities | — | — | $936K | 3.0% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $907K | 2.9% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $579K | 1.9% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $373K | 1.2% | |
| Hartford Mutual Funds International Opportunities R6 | Other securities | — | — | $354K | 1.1% | |
| BlackRock, Inc. Mid Cap Growth Equity K | Common Stocks | — | — | $314K | 1.0% | |
| MFS Investment Management Mid Cap Value R6 | Mutual Funds | — | — | $295K | 1.0% | |
| Allspring Global Investments Special Small Cap Value R6 | Other securities | — | — | $204K | 0.7% | |
| Principal SmallCap Growth R6 | Other securities | — | — | $151K | 0.5% | |
| JP Morgan Equity Income R6 | Common Stocks | — | — | $144K | 0.5% | |
| Cohen & Steers, Inc. Real Estate Securities Z | Common Stocks | — | — | $73K | 0.2% | |
| Interest-Bearing Cash | Cash / Money Market | — | — | $33K | 0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $33K | 0.1% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
