Jennifer King signed Insitu, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insitu, Inc.'s EIN is 91-1641766.
Download the official 2024 Form 5500 (PDF) for Insitu, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insitu, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 SERVI, INC. | 34-1479833 | — | NONE | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELLWOOD CONSULTING LLC | 80-0827237 | — | NONE | $74K | — |
| MONTEREY PRIVATE WEALTH INC |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $30.8M | 21.4% | |
| Vanguard Target Retiremnt 2045 Mutual fund | Mutual Funds | — | — | $12.3M | 8.6% | |
| Vanguard Midcap Index Instl Mutual fund | Mutual Funds | — | — | $9.6M | 6.6% | |
| Vanguard Target Retiremnt 2050 Mutual fund | Mutual Funds | — | — | $9.4M | 6.6% | |
| Mfs Mass Inv Grth Stk Fnd R6 Mutual fund | Mutual Funds | — | — | $9.4M | 6.5% | |
| Vanguard Target Retiremnt 2035 Mutual fund | Mutual Funds | — | — | $8.7M | 6.1% | |
| Vanguard Target Retiremnt 2030 Mutual fund | Mutual Funds | — | — | $8.2M | 5.7% | |
| Vanguard Target Retiremnt 2040 Mutual fund | Mutual Funds | — | — | $7.7M | 5.3% | |
| Personal Choice Retirement Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $6.1M | 4.2% | |
| Segall Bryant Hamill Smcp Val Mutual fund | Other securities | — | — | $5.9M | 4.1% | |
| Vanguard Total Intl Stk Instl Mutual fund | Mutual Funds | — | — | $5.6M | 3.9% | |
| T Rowe Price Large Cap Value I Mutual fund | Mutual Funds | — | — | $4.2M | 2.9% | |
| Vanguard Target Retiremnt 2055 Mutual fund | Mutual Funds | — | — | $3.9M | 2.7% | |
| Vanguard Target Retiremnt 2025 Mutual fund | Mutual Funds | — | — | $3.1M | 2.1% | |
| Doubleline Core Fixed Income I Mutual fund | Other securities | — | — | $2.8M | 2.0% | |
| Europacific Growth R6 Mutual fund | Other securities | — | — | $2.6M | 1.8% | |
| Dodge & Cox Intl Stock X Mutual fund | Mutual Funds | — | — | $2.2M | 1.5% | |
| Vanguard Ttl Bond Mkt Idx Adm Mutual fund | Common Collective Trusts | — | — | $2.1M | 1.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| Vanguard Inflation Protect Adm Mutual fund | Mutual Funds | — | — | $1.9M | 1.3% | |
| Vanguard Target Retiremnt 2020 Mutual fund | Mutual Funds | — | — | $1.6M | 1.1% | |
| Vanguard Target Retiremnt 2060 Mutual fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| August 2034 - | Other securities | — | — | $1.1M | 0.7% | |
| Dfa Global Real Estate Sec Mutual fund | Mutual Funds | — | — | $632K | 0.4% | |
| Vanguard Target Retmt Income Mutual fund | Mutual Funds | — | — | $410K | 0.3% | |
| Vanguard Target Retiremnt 2065 Mutual fund | Mutual Funds | — | — | $340K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 77-0576759 |
| — |
| NONE |
| $12K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $683 | — |
