Plan Sponsor signed Iowa Interstate Railroad LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iowa Interstate Railroad LLC's EIN is 36-3304791.
Download the official 2024 Form 5500 (PDF) for Iowa Interstate Railroad LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iowa Interstate Railroad LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv - | Mutual Funds | — | — | $3.5M | 11.7% | |
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $3.4M | 11.4% | |
| Vanguard Target Retirement 2030 Inv - | Mutual Funds | — | — | $2.8M | 9.3% | |
| Vanguard Target Retirement 2045 Inv - | Mutual Funds | — | — | $2.8M | 9.2% | |
| Goldman Sachs Goldman Sachs Large Cap Gr Insights R6 - | Other securities | — | — | $2.4M | 8.1% | |
| Vanguard Target Retirement 2050 Inv - | Mutual Funds | — | — | $2.1M | 6.9% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| Vanguard Target Retirement 2035 Inv - | Mutual Funds | — | — | $1.1M | 3.7% | |
| Great-West Guaranteed Interest Fund - | Other securities | — | — | $1.0M | 3.5% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.0M | 3.4% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $869K | 2.9% | |
| MASSMUTUAL SMALL CAP GR EQ CIT FEE GREAT GRAY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $739K | 2.5% | |
| Empower Loans receivable from participants - 4.25% - 9.50% - | Bonds / Notes | — | — | $687K | 2.3% | |
| Vanguard Target Retirement 2055 Inv - | Mutual Funds | — | — | $658K | 2.2% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $594K | 2.0% | |
| Vanguard Equity Income Adm - | Mutual Funds | — | — | $528K | 1.8% | |
| BlackRock Total Return K - | Other securities | — | — | $492K | 1.6% | |
| Vanguard Target Retirement 2060 Inv - | Mutual Funds | — | — | $471K | 1.6% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $469K | 1.6% | |
| Vanguard Target Retirement 2025 Inv - | Mutual Funds | — | — | $352K | 1.2% | |
| MFS New Discovery Value R6 - | Mutual Funds | — | — | $305K | 1.0% | |
| Vanguard Target Retirement 2065 Inv - | Mutual Funds | — | — | $289K | 1.0% | |
| Vanguard Target Retirement Income Inv - $ | Mutual Funds | — | — | $228K | 0.8% | |
| Vanguard Target Retirement 2020 Inv - | Mutual Funds | — | — | $224K | 0.7% | |
| Vanguard Target Retirement 2070 Inv - | Mutual Funds | — | — | $37K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $63K |
| — |
