Stacey KROL signed IBI Group's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBI Group's EIN is 95-3268721.
Download the official 2023 Form 5500 (PDF) for IBI Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IBI Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $181K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| AMERICAN CENTURY IN RETIREMENT III AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $8.8M | 19.2% |
| AMERICAN CENTURY RETIRE DATE 2025 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $6.8M | 14.8% |
| AMERICAN CENTURY RETIRE DATE 2035 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $6.5M | 14.1% |
| AMERICAN CENTURY RETIRE DATE 2030 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $6.2M | 13.5% |
| AMERICAN CENTURY RETIRE DATE 2040 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $5.7M | 12.3% |
| AMERICAN CENTURY RETIRE DATE 2045 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $4.3M | 9.4% |
| AMERICAN CENTURY RETIRE DATE 2055 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $2.8M | 6.0% |
| AMERICAN CENTURY RETIRE DATE 2050 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $2.7M | 5.9% |
| AMERICAN CENTURY RETIRE DATE 2060 I AMERICAN CENTURY CIT · EIN 30-6406015 / PN 000 | Common Collective Trust | $2.2M | 4.8% |
| AMERICAN CENTURY RETIREMENT 2065 II GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 000 | Common Collective Trust | $55K | 0.1% |
| MERCER (US) INC MERCER INVESTMENTS |
| — |
| CHICAGO, IL |
| INVESTMENT ADVISOR |
| $65K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JLK ROSENBERGER LLP | — | IRVINE, CA | AUDITOR | $16K | — |
