Shyloe McPherson signed Isoftstone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Isoftstone, Inc.'s EIN is 98-0544121.
Download the official 2024 Form 5500 (PDF) for Isoftstone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Isoftstone, Inc.'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 | $3K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX R6 | Registered Investment Companies | — | — | $2.3M | 17.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 9.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.2M | 9.1% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $1.1M | 8.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 8.1% | |
| NATIONWIDE MD CP MKT IND R6 | Registered Investment Companies | — | — | $1.1M | 7.9% | |
| COLUMBIA SMALL CAP IDX I | Registered Investment Companies | — | — | $563K | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $510K | 3.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $465K | 3.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $376K | 2.8% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $368K | 2.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $346K | 2.6% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $317K | 2.4% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $298K | 2.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $265K | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $243K | 1.8% | |
| COLUMBIA DIV INC FUND I | Registered Investment Companies | — | — | $227K | 1.7% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $210K | 1.6% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $201K | 1.5% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $159K | 1.2% | |
| BLK INFLATION PROT BOND INSTL | Registered Investment Companies | — | — | $154K | 1.1% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $133K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $125K | 0.9% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $107K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $102K | 0.8% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $42K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $20K |
| — |
