Wendy Bastardo signed Interstate & Lakeland Lumber Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interstate & Lakeland Lumber Corp.'s EIN is 06-0401200.
Download the official 2024 Form 5500 (PDF) for Interstate & Lakeland Lumber Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interstate & Lakeland Lumber Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | FLORHAM PARK, NJ | RECORDKEEPER | $27K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.0M | 16.7% | |
| Fidelity Freedom 2025 Fund - Class K6 | Mutual Funds | — | — | $3.3M | 10.9% | |
| NYLI Winslow Large Cap Growth Class R6 | Other securities | — | — | $2.4M | 8.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $1.8M | 6.0% | |
| Apple Computer Inc. NFS LLC Is A Market | Common Stocks | — | — | $1.1M | 3.8% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 3.5% | |
| American Funds U.S. Government Securities Fund Class A | Mutual Funds | — | — | $912K | 3.0% | |
| Invesco Diversified Dividend Fund Class R6 | Mutual Funds | — | — | $861K | 2.9% | |
| Fidelity Freedom 2010 Fund - Class K6 | Mutual Funds | — | — | $820K | 2.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $792K | 2.6% | |
| Fidelity Freedom 2030 Fund - Class K6 | Mutual Funds | — | — | $778K | 2.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $596K | 2.0% | |
| Fidelity Freedom 2050 Fund - Class K6 | Mutual Funds | — | — | $587K | 2.0% | |
| Loomis Sayles Small Cap Growth Fund Class N | Other securities | — | — | $494K | 1.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $459K | 1.5% | |
| MFS Massachusetts Investors Trust Class R6 | Mutual Funds | — | — | $409K | 1.4% | |
| Fidelity Freedom 2035 Fund - Class K6 | Mutual Funds | — | — | $346K | 1.2% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $339K | 1.1% | |
| Notes receivable from participants | Other securities | — | $0 | $339K | 1.1% | |
| Fidelity Freedom 2040 Fund - Class K6 | Mutual Funds | — | — | $321K | 1.1% | |
| Fidelity Freedom 2055 Fund - Class K6 | Mutual Funds | — | — | $319K | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $318K | 1.1% | |
| Fidelity Freedom 2015 Fund - Class K6 | Mutual Funds | — | — | $311K | 1.0% | |
| Columbia Select Mid Cap Growth Fund Institutional Class | Other securities | — | — | $300K | 1.0% | |
| Nvidia Corporation | Common Stocks | — | — | $262K | 0.9% | |
| Amazon.Com Inc. NFS LLC Is A Market | Common Stocks | — | — | $230K | 0.8% | |
| Fidelity Freedom 2045 Fund - Class K6 | Mutual Funds | — | — | $221K | 0.7% | |
| Virtus Ceredex Mid-Cap Value Equity R6 | Other securities | — | — | $221K | 0.7% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $214K | 0.7% | |
| Mastercard Inc. Class A | Common Stocks | — | — | $211K | 0.7% | |
| Fidelity Freedom Income Fund - Class K6 | Mutual Funds | — | — | $198K | 0.7% | |
| Lord Abbett High Yield Fund Class I | Mutual Funds | — | — | $195K | 0.7% | |
| TCW MetWest Total Return Bond Fund Class I | Other securities | — | — | $190K | 0.6% | |
| Fidelity Freedom 2060 Fund - Class K6 | Mutual Funds | — | — | $189K | 0.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $184K | 0.6% | |
| Netflix Inc. | Common Stocks | — | — | $178K | 0.6% | |
| Performance Trust Total Return Bond | Other securities | — | — | $173K | 0.6% | |
| Fidelity Freedom 2020 Fund - Class K6 | Mutual Funds | — | — | $157K | 0.5% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $147K | 0.5% | |
| Caterpillar Inc. NFS Is A Specialist | Common Stocks | — | — | $145K | 0.5% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $122K | 0.4% | |
| Microsoft Corporation NFS LLC Is A Market | Common Stocks | — | — | $106K | 0.4% | |
| Bluerock Total Inc. + Real Estate Cl I | Common Stocks | — | — | $103K | 0.3% | |
| Tesla, Inc. | Common Stocks | — | — | $101K | 0.3% | |
| Ishares Treasury 0-3 Month Treasury | Other securities | — | — | $101K | 0.3% | |
| Victory Portfolios Ii Victory Shares Short | Other securities | — | — | $70K | 0.2% | |
| First Eagle Sogen Global Class I | Other securities | — | — | $68K | 0.2% | |
| Boeing Company NFS Is A Specialist | Common Stocks | — | — | $66K | 0.2% | |
| Buffalo High-Yield | Other securities | — | — | $60K | 0.2% | |
| American Express Co. NFS Is A Specialist | Common Stocks | — | — | $59K | 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 |
| $24K |
| — |
