Robert Robison signed Infosync Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infosync Services, LLC's EIN is 91-2143860.
Download the official 2024 Form 5500 (PDF) for Infosync Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infosync Services, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $15K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $1.5M | $2.0M | 15.4% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $1.6M | $1.7M | 13.5% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $1.5M | $1.6M | 12.8% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $1.0M | $1.1M | 9.0% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $928K | $1.0M | 8.2% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $752K | $758K | 6.0% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $719K | $746K | 5.9% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $639K | $722K | 5.7% | |
| FID GROWTH DISC K | Mutual Funds | — | $700K | $668K | 5.3% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $275K | $316K | 2.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $206K | 1.6% | |
| FA TOTAL BOND Z | Other securities | — | $205K | $204K | 1.6% | |
| VANG TOT INTL STK AD | Other securities | — | $199K | $198K | 1.6% | |
| VANG EQUITY INC ADM | Common Stocks | — | $186K | $192K | 1.5% | |
| GS GQG INTL OPPS R6 | Other securities | — | $163K | $160K | 1.3% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $160K | $151K | 1.2% | |
| VANG VMMR-FED MMKT | Other securities | — | $148K | $148K | 1.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | $135K | $147K | 1.2% | |
| JPM MID CAP GRTH R6 | Other securities | — | $120K | $132K | 1.0% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $109K | $124K | 1.0% | |
| FID SM CAP IDX | Common Collective Trusts | — | $89K | $99K | 0.8% | |
| FID US BOND IDX | Common Collective Trusts | — | $79K | $77K | 0.6% | |
| AF BALANCED R6 | Other securities | — | $76K | $75K | 0.6% | |
| BARON SMALL CAP R6 | Other securities | — | $34K | $28K | 0.2% | |
| ABF SM CAP VALUE R6 | Other securities | — | $24K | $24K | 0.2% | |
| AS SPL MID CP VAL R6 | Other securities | — | $17K | $18K | 0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $5K | $5K | <0.1% | |
| FID FDM IDX 2010 IPR | Common Collective Trusts | — | $4K | $4K | <0.1% | |
| AB GLOBAL BOND Z | Other securities | — | $4K | $4K | <0.1% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
