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Original filing (PDF)20250818145134NAL0001348225001
INTERSTATE WAREHOUSING, INC.
Form 5500
FILING_RECEIVED
TIPPMANN GROUP EMPLOYEES 401(K) PLAN
401(k) retirement plan
Signals · 1
15% employer stock
Active participants
1,126
Accounts w/ balance
1,035
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 15% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSTATE WAREHOUSING, INC..
Plan sponsor
Name
INTERSTATE WAREHOUSING, INC.
EIN
35-1625381
Address
9009 COLDWATER ROAD · FORT WAYNE, IN · 46825
Phone
(260) 490-3000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | RECORDKEEPER | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $24K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294735 | — | SERVICE PROVIDER | $0 | — |
Investments
33 direct securities · 1 pooled fund· $76.2M(100% of reported assets)
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.
Uncategorized
$34.5M
31 holdings
Pooled Separate Account
$33.7M
1 holding
Mutual Funds
$6.4M
1 holding
Pooled Separate Accounts
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $76K | $4.7M | 10.8% | |
| ClearBridge Large Cap Growth Fund | — | — | $68K | $2.5M | 5.8% | |
| Voya Index Solution 2055 | — | — | $59K | $2.2M | 5.0% | |
| Investment Contracts With Insurance Company Voya Fixed Account 84,758 Units | — | — | $85K | $2.1M | 4.9% | |
| American Capital World | — | — | $65K | $2.1M | 4.9% | |
| Voya Solution Moderately Aggressive | — | — | $61K | $2.0M | 4.7% | |
| Voya Index Solution 2045 | — | — | $61K | $2.0M | 4.6% | |
| American EuroPacific Growth | — | — | $81K | $1.7M | 4.0% | |
| TrowePrc US Eq Resrch | — | — | $43K | $1.6M | 3.7% | |
| American Balanced | Pooled Separate Accounts | — | $43K | $1.6M | 3.7% | |
| Voya Intermediate Bond Fund | — | — | $78K | $1.5M | 3.5% | |
| Voya Russell Mid-Cap Index | — | — | $30K | $1.4M | 3.3% | |
| Voya Solution Balanced | — | — | $44K | $1.3M | 3.1% | |
| Voya Index Solution 2050 | — | — | $55K | $1.2M | 2.9% | |
| Voya Mid-Cap Opportunities | — | — | $18K | $1.2M | 2.8% | |
| Voya Columbia Small Cap | — | — | $26K | $1.1M | 2.4% | |
| Voya Solution Conservative | — | — | $51K | $947K | 2.2% | |
| Voya Index Solution 2060 | — | — | $36K | $793K | 1.8% | |
| Victory Established Value | — | — | $15K | $749K | 1.7% | |
| Voya High Yield | — | — | $21K | $623K | 1.4% | |
| Voya Solution Aggressive | — | — | $22K | $620K | 1.4% | |
| Voya Index Solution 2040 | — | — | $19K | $399K | 0.9% | |
| Voya Index Solution 2035 | — | — | $13K | $388K | 0.9% | |
| Participant Loans Maturing at various dates through 2046 with interest rates ranging from 4.25% to 10.50% | — | — | — | $263K | 0.6% | |
| Voya Index Solution 2065 | — | — | $15K | $229K | 0.5% | |
| Oppenheimer Developing Markets | — | — | $4K | $226K | 0.5% | |
| Macquarie Small Cap Core A | — | — | $9K | $215K | 0.5% | |
| Voya Index Solution 2025 | — | — | $8K | $209K | 0.5% | |
| Voya ClearBridge Small Cap Growth | — | — | $4K | $167K | 0.4% | |
| Voya Index Solution 2030 | — | — | $5K | $93K | 0.2% | |
| Voya Money Market Fund | — | — | $2K | $29K | <0.1% | |
| Voya Index Solution Income 216 | — | — | — | $4K | <0.1% |
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