Melissa Morrison signed Visual Edge Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visual Edge Technology, Inc.'s EIN is 94-2991858.
Download the official 2024 Form 5500 (PDF) for Visual Edge Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visual Edge Technology, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $148K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $8.9M | 19.2% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $6.8M | 14.6% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $6.0M | 13.0% | |
| Fidelity Investments Total Market Index Fund | Common Collective Trusts | — | — | $3.3M | 7.1% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $2.3M | 5.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.3M | 4.9% | |
| * Empower Annuity Insurance Company Empower Select Guaranteed Fund | Guaranteed Income / GIC | — | — | $2.2M | 4.8% | |
| JPMorgan U.S Research Enhanced Equity Fund R6 | Other securities | — | — | $1.7M | 3.6% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 3.6% | |
| Fidelity Investments Growth Opportunities Fund Class Z | Mutual Funds | — | — | $1.1M | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $913K | 2.0% | |
| MacQuarie Emerging Markets R6 | Other securities | — | — | $689K | 1.5% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $666K | 1.4% | |
| Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $659K | 1.4% | |
| FLEXPATH INDEX+ MOD 2065 FUND CL R1 GREAT GRAY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $552K | 1.2% | |
| Hartford Funds Hartford Schroders International Multi-Cap Value Fund SDR | Other securities | — | — | $545K | 1.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $505K | 1.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $498K | 1.1% | |
| Carillon Family of Funds Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $484K | 1.0% | |
| American Funds Strategic Bond Fund R6 | Mutual Funds | — | — | $371K | 0.8% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $331K | 0.7% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $310K | 0.7% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $310K | 0.7% | |
| Allspring Special Mid Cap Value Fund R6 | Mutual Funds | — | — | $291K | 0.6% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $155K | 0.3% | |
| TCW Metwest High Yield Bond I | Other securities | — | — | $145K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $140K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $76K | 0.2% | |
| MacQuarie Small Cap Value Institutional | Other securities | — | — | $74K | 0.2% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $64K | 0.1% | |
| FLEXPATH INDEX+ AGG 2065 FD CL R1 GREAT GRAY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $20K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| IFP ADVISORS INC DBA INDEPENDENT FI |
| — |
| TAMPA, FL |
| INVESTMENT ADVISOR |
| $65K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'AMICO WAWRIN & COMPANY CPAS LLC | — | AKRON, OH | OTHER | $6K | — |
