KIM White signed Infovista Technologies Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infovista Technologies Inc.'s EIN is 92-1586901.
Download the official 2025 Form 5500 (PDF) for Infovista Technologies Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Infovista Technologies Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | ADVISORS BROKER DEALER | $115K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Income " | Mutual Funds | — | — | $10.0M | 15.4% | |
| American Funds 2035 Target Date Retirement Income " | Mutual Funds | — | — | $9.8M | 15.2% | |
| American Funds 2030 Target Date Retirement Income " | Mutual Funds | — | — | $7.1M | 10.9% | |
| American Funds 2025 Target Date Retirement Income " | Mutual Funds | — | — | $4.8M | 7.4% | |
| American Funds 2045 Target Date Retirement Income " | Mutual Funds | — | — | $4.6M | 7.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $4.2M | 6.6% | |
| American Funds 2020 Target Date Retirement Income " | Mutual Funds | — | — | $2.9M | 4.4% | |
| American Funds 2050 Target Date Retirement Income " | Mutual Funds | — | — | $2.4M | 3.6% | |
| BlackRock Equity Dividend Fund " | Other securities | — | — | $2.3M | 3.6% | |
| Federated Hermes Government Obligations Advisor Fund " | Other securities | — | — | $2.1M | 3.3% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.9% | |
| JPMorgan Growth Advantage Fund " | Other securities | — | — | $1.8M | 2.7% | |
| Principal Mid Cap Fund " | Other securities | — | — | $1.3M | 2.0% | |
| MFS International Intrinsic Value Fund " | Mutual Funds | — | — | $1.1M | 1.8% | |
| Fidelity Advisor Strategic Income Fund " | Mutual Funds | — | — | $1.1M | 1.6% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $865K | 1.3% | |
| Fidelity Advisor Small Cap Growth Fund " | Mutual Funds | — | — | $831K | 1.3% | |
| Putnam Large Cap Value Fund " | Mutual Funds | — | — | $742K | 1.1% | |
| American Funds 2055 Target Date Retirement Income " | Mutual Funds | — | — | $613K | 0.9% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $567K | 0.9% | |
| PGIM Total Return Bond Fund " | Other securities | — | — | $563K | 0.9% | |
| BlackRock Sustainable Aware Advantage Large Cap Core Fund " | Other securities | — | — | $443K | 0.7% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $418K | 0.6% | |
| American Funds 2060 Target Date Retirement Income " | Mutual Funds | — | — | $418K | 0.6% | |
| Undiscovered Managers Behavioral Values Fund " | Other securities | — | — | $380K | 0.6% | |
| American Funds 2010 Target Date Retirement Income Mutual fund | Mutual Funds | — | — | $300K | 0.5% | |
| PGIM High Yield Fund " | Other securities | — | — | $182K | 0.3% | |
| JPMorgan Mid Cap Value Fund " | Other securities | — | — | $151K | 0.2% | |
| John Hancock International Growth Fund " | Other securities | — | — | $144K | 0.2% | |
| Goldman Sachs International Equity ESG Fund " | Other securities | — | — | $141K | 0.2% | |
| MFS International Diversification Fund " | Mutual Funds | — | — | $132K | 0.2% | |
| American Funds 2065 Target Date Retirement Income " | Mutual Funds | — | — | $101K | 0.2% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $92K | 0.1% | |
| American Funds 2070 Target Date Retirement Income " | Mutual Funds | — | — | $45K | <0.1% | |
| American Funds 2015 Target Date Retirement Income " | Mutual Funds | — | — | $38K | <0.1% | |
| BlackRock Inflation Protected Bond Fund " | Other securities | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
