Priyanka Sinha signed IT Convergence's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IT Convergence's EIN is 94-3293757.
Download the official 2024 Form 5500 (PDF) for IT Convergence from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IT Convergence's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $2.1M | 20.4% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $1.7M | 16.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 15.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $434K | 4.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $416K | 4.0% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $360K | 3.5% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $352K | 3.4% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $319K | 3.1% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $288K | 2.8% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $271K | 2.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $252K | 2.4% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $238K | 2.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $236K | 2.3% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $233K | 2.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $213K | 2.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $202K | 2.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $173K | 1.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $143K | 1.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $125K | 1.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $103K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $89K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $88K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $81K | 0.8% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $80K | 0.8% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $51K | 0.5% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $40K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $20K |
| — |
