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Original filing (PDF)20250910142019NAL0035166816001
INTERPARK LLC
Form 5500
FILING_RECEIVED
INTERPARK INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
369
Accounts w/ balance
256
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERPARK LLC.
Plan sponsor
Name
INTERPARK LLC
EIN
37-1641917
Address
200 N. LASALLE STREET SUITE 400 · CHICAGO, IL · 60601
Phone
(312) 935-2800
Industry
Real Estatesee 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
2025-09-10
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
26 direct securities· $38.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Investor Shares (1) | — | — | — | $6.6M | 17.1% | |
| Vanguard Target Retirement 2025 Fund Investor Shares (1) | — | — | — | $5.4M | 14.0% | |
| Vanguard Target Retirement 2030 Fund Investor Shares (1) | — | — | — | $4.5M | 11.9% | |
| Vanguard Target Retirement 2020 Fund Investor Shares (1) | — | — | — | $3.4M | 8.8% | |
| Vanguard Target Retirement 2035 Fund Investor Shares (1) | — | — | — | $3.0M | 7.9% | |
| Fidelity Investments Fidelity 500 Index Fund (1) | — | — | — | $2.7M | 7.0% | |
| JPMorgan Equity Income Fund (1) | — | — | — | $1.4M | 3.7% | |
| Fidelity Mid Cap Index (1) | — | — | — | $1.2M | 3.2% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N (1) | — | — | — | $1.2M | 3.2% | |
| Vanguard Target Retirement 2045 Fund Investor Shares (1) | — | — | — | $1.2M | 3.1% | |
| Fidelity Small Cap Index (1) | — | — | — | $1.1M | 2.8% | |
| Empower Annuity Insurance Company Guaranteed Income Fund (1) | — | — | — | $946K | 2.5% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Fund Class M (1) | — | — | — | $713K | 1.9% | |
| Vanguard US Growth Admiral (1) | — | — | — | $703K | 1.8% | |
| American Funds American Funds EuroPacific Growth Fund Class R-4 (1) | — | — | — | $632K | 1.6% | |
| Participant Loans (interest rate range 4.25%-9.50%) - | — | — | — | $493K | 1.3% | |
| Fidelity Small Cap Growth (1) | — | — | — | $459K | 1.2% | |
| JPMorgan Government BD R6 (1) | — | — | — | $450K | 1.2% | |
| Vanguard Target Retirement Income Fund (1) | — | — | — | $440K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Investor Shares (1) | — | — | — | $423K | 1.1% | |
| Vanguard Target Retirement 2050 Fund Investor Shares (1) | — | — | — | $383K | 1.0% | |
| Vanguard Target Retirement 2055 Fund Investor Shares (1) | — | — | — | $347K | 0.9% | |
| American Funds New World Fund Class R-6 (1) | — | — | — | $331K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares (1) | — | — | — | $242K | 0.6% | |
| Allspring SP SC Value R6 (1) | — | — | — | $114K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Investor Shares (1) | — | — | — | $10K | <0.1% |