Julia Floca signed Intrepid Potash, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intrepid Potash, Inc.'s EIN is 26-1501877.
Download the official 2024 Form 5500 (PDF) for Intrepid Potash, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intrepid Potash, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11-3658445 | — | CONSULTANT | $35K | — |
| COOK STREET CONSULTING |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| 84-0854432 |
| — |
| CONSULTANT |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | ACCOUNTANT/AUDITOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY MF – 500 INDEX FUND | Common Collective Trusts | — | — | $8.1M | 12.7% | |
| JP MORGAN MF - LARGE CAP GROWTH FUND | Other securities | — | — | $5.5M | 8.6% | |
| MF - EXTENDED MARKET INDEX * FIDELITY FUND | Mutual Funds | — | — | $5.3M | 8.3% | |
| T. ROWE PRICE CCT – RETIREMENT 2045 TRUST | Other securities | — | — | $4.5M | 7.0% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.5M | 7.0% | |
| T. ROWE PRICE CCT - RETIREMENT 2030 TRUST | Other securities | — | — | $4.4M | 6.9% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.9% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.9% | |
| GALLIARD CCT - STABLE RETURN FUND C | Other securities | — | — | $4.3M | 6.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.3M | 6.7% | |
| T. ROWE PRICE CCT – RETIREMENT 2050 TRUST | Other securities | — | — | $4.1M | 6.4% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $4.1M | 6.4% | |
| T. ROWE PRICE CCT - RETIREMENT 2055 TRUST | Other securities | — | — | $3.3M | 5.2% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.2% | |
| T. ROWE PRICE CCT - RETIREMENT 2035 TRUST | Other securities | — | — | $3.1M | 4.9% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $3.1M | 4.9% | |
| T. ROWE PRICE CCT - RETIREMENT 2025 TRUST | Other securities | — | — | $3.1M | 4.8% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $3.1M | 4.8% | |
| PLAN PARTICIPANTS AND 9.50% ANNUALLY - | Bonds / Notes | — | — | $2.4M | 3.7% | |
| SELF-DIRECTED BROKERAGE * BROKERAGE LINK ACCOUNT | Self-Directed Brokerage | — | — | $2.0M | 3.1% | |
| T. ROWE PRICE CCT - RETIREMENT 2020 TRUST | Other securities | — | — | $1.6M | 2.4% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| T. ROWE PRICE CCT - RETIREMENT 2060 TRUST | Other securities | — | — | $1.3M | 2.1% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| DODGE & COX MF - STOCK FUND | Mutual Funds | — | — | $1.0M | 1.6% | |
| HOTCHKIS & WILEY MF - HIGH YIELD FUND | Other securities | — | — | $948K | 1.5% | |
| ARTISAN INTL GROWTH SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $912K | 1.4% | |
| T. ROWE PRICE CCT - RETIREMENT 2065 TRUST | Other securities | — | — | $703K | 1.1% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $703K | 1.1% | |
| T. ROWE PRICE CCT - RETIREMENT 2015 TRUST | Other securities | — | — | $664K | 1.0% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $664K | 1.0% | |
| FIDELITY MF – SMALL CAP VALUE FUND | Mutual Funds | — | — | $449K | 0.7% | |
| JP MORGAN MF – SMALL CAP GROWTH FUND | Other securities | — | — | $405K | 0.6% | |
| FROST MF - TOTAL RETURN BOND FUND | Other securities | — | — | $348K | 0.5% | |
| COHEN & STEERS MF - GLOBAL REALTY SHARES, INC. | Common Stocks | — | — | $231K | 0.4% | |
| MF - US TREASURY MONEY MARKET GABELLI FUND | U.S. Treasuries | — | — | $186K | 0.3% | |
| T. ROWE PRICE CCT - RETIREMENT 2005 TRUST | Other securities | — | — | $167K | 0.3% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $167K | 0.3% | |
| MF - INFLATION-PROTECTED VANGUARD SECURITIES FUND | Mutual Funds | — | — | $103K | 0.2% | |
| T. ROWE PRICE CCT - RETIREMENT 2010 TRUST | Other securities | — | — | $103K | 0.2% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $103K | 0.2% | |
| FIDELITY MF - U.S. BOND INDEX FUND | Common Collective Trusts | — | — | $99K | 0.2% | |
| MF - TOTAL INTERNATIONAL INDEX * FIDELITY FUND | Mutual Funds | — | — | $87K | 0.1% | |
| MF - TOTAL INTERNATIONAL BOND VANGUARD INDEX FUND | Common Collective Trusts | — | — | $59K | <0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
