Tamara Cover signed Interstate Warehousing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interstate Warehousing, Inc.'s EIN is 35-1625381.
Download the official 2024 Form 5500 (PDF) for Interstate Warehousing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interstate Warehousing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $24K | — |
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | RECORDKEEPER | $6K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294735 | — | SERVICE PROVIDER | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $33.7M | 78.3% | |
| s, Common Stocks and Corporate Bonds Individually-directed brokerage accounts | Mutual Funds | — | — | $6.4M | 14.8% | |
| American Funds Growth | Mutual Funds | — | $76K | $4.7M | 10.8% | |
| ClearBridge Large Cap Growth Fund | Other securities | — | $68K | $2.5M | 5.8% | |
| Voya Index Solution 2055 | Other securities | — | $59K | $2.2M | 5.0% | |
| Investment Contracts With Insurance Company Voya Fixed Account 84,758 Units | Common Stocks | — | $85K | $2.1M | 4.9% | |
| American Capital World | Other securities | — | $65K | $2.1M | 4.9% | |
| Voya Solution Moderately Aggressive | Other securities | — | $61K | $2.0M | 4.7% | |
| Voya Index Solution 2045 | Other securities | — | $61K | $2.0M | 4.6% | |
| American EuroPacific Growth | Other securities | — | $81K | $1.7M | 4.0% | |
| TrowePrc US Eq Resrch | Other securities | — | $43K | $1.6M | 3.7% | |
| American Balanced | Pooled Separate Accounts | — | $43K | $1.6M | 3.7% | |
| Voya Intermediate Bond Fund | Other securities | — | $78K | $1.5M | 3.5% | |
| Voya Russell Mid-Cap Index | Other securities | — | $30K | $1.4M | 3.3% | |
| Voya Solution Balanced | Other securities | — | $44K | $1.3M | 3.1% | |
| Voya Index Solution 2050 | Other securities | — | $55K | $1.2M | 2.9% | |
| Voya Mid-Cap Opportunities | Other securities | — | $18K | $1.2M | 2.8% | |
| Voya Columbia Small Cap | Other securities | — | $26K | $1.1M | 2.4% | |
| Voya Solution Conservative | Other securities | — | $51K | $947K | 2.2% | |
| Voya Index Solution 2060 | Other securities | — | $36K | $793K | 1.8% | |
| Victory Established Value | Other securities | — | $15K | $749K | 1.7% | |
| Voya High Yield | Other securities | — | $21K | $623K | 1.4% | |
| Voya Solution Aggressive | Other securities | — | $22K | $620K | 1.4% | |
| Voya Index Solution 2040 | Other securities | — | $19K | $399K | 0.9% | |
| Voya Index Solution 2035 | Other securities | — | $13K | $388K | 0.9% | |
| Participant Loans Maturing at various dates through 2046 with interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $263K | 0.6% | |
| Voya Index Solution 2065 | Other securities | — | $15K | $229K | 0.5% | |
| Oppenheimer Developing Markets | Mutual Funds | — | $4K | $226K | 0.5% | |
| Macquarie Small Cap Core A | Other securities | — | $9K | $215K | 0.5% | |
| Voya Index Solution 2025 | Other securities | — | $8K | $209K | 0.5% | |
| Voya ClearBridge Small Cap Growth | Other securities | — | $4K | $167K | 0.4% | |
| Voya Index Solution 2030 | Other securities | — | $5K | $93K | 0.2% | |
| Voya Money Market Fund | Cash / Money Market | — | $2K | $29K | <0.1% | |
| Voya Index Solution Income 216 | Other securities | — | — | $4K | <0.1% |
