IMS Recycling Services, Inc.'s EIN is 95-1929832.
Download the official 2024 Form 5500 (PDF) for IMS Recycling Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IMS Recycling Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MJM401K, LLC | 86-0882983 | — | NONE | $15K | — |
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND 2040 - | Mutual Funds | — | — | $2.8M | 14.4% | |
| GARTMORE MORLEY STABLE VALUE FUND GARTMORE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.0M | 10.3% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND 2030 - | Mutual Funds | — | — | $1.9M | 9.9% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND 2020 - | Mutual Funds | — | — | $1.8M | 9.2% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND 2035 - | Mutual Funds | — | — | $1.5M | 7.9% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND 2025 - | Mutual Funds | — | — | $1.5M | 7.8% | |
| Charles Schwab Trust Bank SCHWAB S&P 500 INDEX FUND - SELECT S - | Common Collective Trusts | — | — | $1.3M | 6.6% | |
| Charles Schwab Trust Bank JPMORGAN SMRT RTRMENT BLEND 2055 R6 - | Mutual Funds | — | — | $1.2M | 5.9% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND 2045 - | Mutual Funds | — | — | $938K | 4.8% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLEND2050R6 - | Mutual Funds | — | — | $892K | 4.5% | |
| Participant Loans Interest Rates Range from 5.25% - 10.50% - | Bonds / Notes | — | — | $676K | 3.4% | |
| Charles Schwab Trust Bank VANGUARD MID CAP INDEX FUND ADMIRAL - | Common Collective Trusts | — | — | $508K | 2.6% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENT BLD 2060 R6 - | Mutual Funds | — | — | $421K | 2.1% | |
| Charles Schwab Trust Bank HARBOR CAPITAL APPRECIATION - | Mutual Funds | — | — | $365K | 1.9% | |
| Charles Schwab Trust Bank VANGUARD SMALL CAP INDEX ADMIRAL - | Mutual Funds | — | — | $322K | 1.6% | |
| Charles Schwab Trust Bank JPMORGAN SMARTRETIREMENTBLEND INCM - | Mutual Funds | — | — | $273K | 1.4% | |
| Charles Schwab Trust Bank JHANCOCK INV GRADE BOND C1 R6 - | Mutual Funds | — | — | $216K | 1.1% | |
| Charles Schwab Trust Bank SCHWAB INTL INDEX FD - | Mutual Funds | — | — | $168K | 0.9% | |
| Charles Schwab Trust Bank DFA EMERGING MARKETS PORTFOLIO I - | Mutual Funds | — | — | $153K | 0.8% | |
| Charles Schwab Trust Bank AMERICAN BEACON LARGECAP VAL - | Mutual Funds | — | — | $151K | 0.8% | |
| Charles Schwab Trust Bank VANGUARD INTERNATIONAL GROWTH ADM - | Mutual Funds | — | — | $122K | 0.6% | |
| Charles Schwab Trust Bank VANGUARD SHORT TERM INFL PROT ADM - | Mutual Funds | — | — | $14K | <0.1% | |
| Charles Schwab Trust Bank Cash, Interest Bearing - | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
