Brian REID signed Interstate Electrical Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interstate Electrical Services Corporation's EIN is 04-2393971.
Download the official 2024 Form 5500 (PDF) for Interstate Electrical Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interstate Electrical Services Corporation's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $185K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 74-2794194 | — | BROKER | $90K | — |
| CHARLES SCHWAB & CO, INC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| SECURITIES BROKER |
| $216 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 Fund " | Mutual Funds | — | — | $11.5M | 17.7% | |
| Vanguard 500 Index Admiral Fund " | Common Collective Trusts | — | — | $7.0M | 10.7% | |
| Transamerica Core Bond R4 Fund " | Other securities | — | — | $4.5M | 6.9% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $4.3M | 6.6% | |
| American Funds American Mutual R6 Fund Mutual fund | Mutual Funds | — | — | $4.3M | 6.6% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $3.1M | 4.8% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $2.7M | 4.1% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $2.6M | 4.0% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $2.5M | 3.8% | |
| Vanguard Small Cap Index Admiral Fund " | Mutual Funds | — | — | $2.4M | 3.6% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $2.3M | 3.5% | |
| Transamerica High Yield Bond R4 Fund " | Other securities | — | — | $2.2M | 3.4% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $2.1M | 3.3% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $2.1M | 3.2% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $2.1M | 3.2% | |
| Lord Abbett Short Duration Income R6 Fund " | Mutual Funds | — | — | $1.5M | 2.3% | |
| American Funds EuroPacific Growth R6 Fund " | Mutual Funds | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Mid-Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $991K | 1.5% | |
| Vanguard Mid-Cap Value Index Admiral Fund " | Mutual Funds | — | — | $837K | 1.3% | |
| Charles Schwab Instl Personal Choice Retirement Accts Self directed brokerage account | Self-Directed Brokerage | — | — | $810K | 1.2% | |
| Cash Reserve Fund Interest bearing cash | Cash / Money Market | — | — | $793K | 1.2% | |
| Participant Loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $766K | 1.2% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $766K | 1.2% | |
| Vanguard Total International Stock Index Admiral Fund " | Mutual Funds | — | — | $634K | 1.0% | |
| Vanguard Mid Cap Index Admiral Fund " | Mutual Funds | — | — | $359K | 0.5% | |
| Vanguard Target Retirement 2020 Inv Fund " | Mutual Funds | — | — | $221K | 0.3% | |
| Vanguard Target Retirement Income Inv Fund " | Mutual Funds | — | — | $77K | 0.1% |
