Kristie Ortiz signed Infraservices Group Resources' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Infraservices Group Resources' EIN is 99-3451998.
Download the official 2024 Form 5500 (PDF) for Infraservices Group Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Infraservices Group Resources' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | 13-5123390 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2030 - A | Registered Investment Companies | — | — | $2.5M | 16.9% | |
| FIDELITY ADV FREEDOM 2050 - A | Registered Investment Companies | — | — | $1.6M | 10.8% | |
| FIDELITY ADV FREEDOM 2035 - A | Registered Investment Companies | — | — | $1.6M | 10.7% | |
| NATIONWIDE S&P 500 INDEX FD -A | Registered Investment Companies | — | — | $1.5M | 10.5% | |
| FIDELITY ADV FREEDOM 2045 - A | Registered Investment Companies | — | — | $1.5M | 10.5% | |
| FIDELITY ADV FREEDOM 2055 - A | Registered Investment Companies | — | — | $1.1M | 7.5% | |
| FIDELITY ADVISOR FREEDOM 2040 | Registered Investment Companies | — | — | $858K | 5.9% | |
| CLEARBRIDGE LARGE CAP GROWTH A | Registered Investment Companies | — | — | $570K | 3.9% | |
| FIDELITY ADV FREEDOM 2060 A | Registered Investment Companies | — | — | $491K | 3.3% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $460K | 3.1% | |
| GOLDMAN SMALL CAP VALUE A | Registered Investment Companies | — | — | $414K | 2.8% | |
| FIDELITY ADV FREEDOM 2025 - A | Registered Investment Companies | — | — | $287K | 2.0% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $251K | 1.7% | |
| CLEARBRIDGE LARGE CAP VALUE A | Registered Investment Companies | — | — | $199K | 1.4% | |
| FIDELITY ADV FREEDOM 2065 - A | Registered Investment Companies | — | — | $168K | 1.1% | |
| INVESCO SMALL CAP EQUITY - A | Registered Investment Companies | — | — | $153K | 1.0% | |
| FID ADV STK SEL MID CAP A | Registered Investment Companies | — | — | $94K | 0.6% | |
| NATIONWIDE BOND INDEX - A | Registered Investment Companies | — | — | $83K | 0.6% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $80K | 0.5% | |
| COLUMBIA BALANCED A | Registered Investment Companies | — | — | $62K | 0.4% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $59K | 0.4% | |
| NUVEEN MID CAP VALUE 1 FUNDA | Registered Investment Companies | — | — | $53K | 0.4% | |
| FIDELITY ADV FREEDOM 2020 - A | Registered Investment Companies | — | — | $37K | 0.3% | |
| FIDELITY ADV FREEDOM INC - A | Registered Investment Companies | — | — | $22K | 0.2% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $19K | 0.1% | |
| FIDELITY ADV FREEDOM 2010 - A | Registered Investment Companies | — | — | $12K | <0.1% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $8K | <0.1% | |
| FIDELITY ADV FREEDOM 2015 - A | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $0 |
| — |
