Colleen Peloquin signed Imperial Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imperial Distributors, Inc.'s EIN is 04-2226128.
Download the official 2024 Form 5500 (PDF) for Imperial Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imperial Distributors, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISORY | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Income R6 1,623,105 shares | Mutual Funds | — | $1.6M | $3.8M | 21.4% | |
| Fidelity 500 Index 16,257 shares | Common Collective Trusts | — | $16K | $3.2M | 17.7% | |
| Fidelity Advisor Equity Growth Z 105,370 shares | Mutual Funds | — | $105K | $2.3M | 12.8% | |
| Fidelity International Index 33,644 shares | Mutual Funds | — | $34K | $1.7M | 9.6% | |
| MFS Lifetime 2030 R6 69,834 shares | Mutual Funds | — | $70K | $1.1M | 6.2% | |
| Fidelity Mid Cap Index 22,754 shares | Mutual Funds | — | $23K | $742K | 4.1% | |
| Putnam Large Cap Value R6 18,544 shares | Mutual Funds | — | $19K | $652K | 3.6% | |
| MFS Lifetime 2035 R6 35,761 shares | Mutual Funds | — | $36K | $631K | 3.5% | |
| Fidelity Total Bond K6 71,127 shares | Mutual Funds | — | $71K | $629K | 3.5% | |
| MFS Lifetime Income R6 47,937 shares | Mutual Funds | — | $48K | $584K | 3.3% | |
| Transamerica Stable Value Core Option 39,049 shares | Stable Value | — | $39K | $461K | 2.6% | |
| MFS Lifetime 2045 R6 23,246 shares | Mutual Funds | — | $23K | $449K | 2.5% | |
| Vanguard Interm-Term Bond Index Adm 33,572 shares | Mutual Funds | — | $34K | $347K | 1.9% | |
| Fidelity Small Cap Index 7,398 shares | Mutual Funds | — | $7K | $185K | 1.0% | |
| Participant Loans Interest rates 3.25% to 9.50% | Bonds / Notes | — | — | $184K | 1.0% | |
| MFS Lifetime 2040 R6 9,322 shares | Mutual Funds | — | $9K | $182K | 1.0% | |
| MFS Lifetime 2055 R6 8,009 shares | Mutual Funds | — | $8K | $161K | 0.9% | |
| MFS Lifetime 2060 R6 8,851 shares | Mutual Funds | — | $9K | $144K | 0.8% | |
| MFS Lifetime 2025 R6 10,421 shares | Mutual Funds | — | $10K | $137K | 0.8% | |
| MFS Lifetime 2050 R6 5,039 shares | Mutual Funds | — | $5K | $116K | 0.6% | |
| Blackrock High Yield Portfolio K 12,855 shares | Other securities | — | $13K | $91K | 0.5% | |
| Fidelity Small Cap Growth K6 3,784 shares | Mutual Funds | — | $4K | $60K | 0.3% | |
| MFS Lifetime 2065 R6 1,637 shares | Mutual Funds | — | $2K | $16K | <0.1% | |
| Goldman Sachs Intl Eq Insights R6 940 shares | Other securities | — | — | $14K | <0.1% | |
| First Eagle Gold R6 258 shares | Other securities | — | — | $9K | <0.1% | |
| MFS International Growth R6 153 shares | Mutual Funds | — | — | $7K | <0.1% | |
| Interest bearing Cash * Diversified Cash Reserve Account | Cash / Money Market | — | — | $6K | <0.1% | |
| Fidelity Emerging Markets Index 119 shares | Mutual Funds | — | — | $1K | <0.1% | |
| DFA Inflation-Protected Securities I 114 shares | Mutual Funds | — | — | $1K | <0.1% | |
| Dimensional DFA Infl-Prtctd Sec I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
