LISA Harlow signed Irving Oil Terminals Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Irving Oil Terminals Inc.'s EIN is 04-3430664.
Download the official 2024 Form 5500 (PDF) for Irving Oil Terminals Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Irving Oil Terminals Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDANCE POINT RET SERVICES, LLC | 45-4118952 | — | NONE | $32K | — |
| BAKER NEWMAN NOYES | — | PORTSMOUTH, NH | NONE | $4K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $1K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $77.2M | 95.2% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $3.7M | 4.5% |
