Wendi Newton signed Insulation Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insulation Distributors, Inc.'s EIN is 41-1358695.
Download the official 2024 Form 5500 (PDF) for Insulation Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insulation Distributors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $14K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price U.S. Equity Research I | Other securities | — | — | $2.0M | 8.9% | |
| JP Morgan Equity Income | Other securities | — | — | $1.9M | 8.2% | |
| Fidelity Advisor Growth Opps | Mutual Funds | — | — | $1.5M | 6.4% | |
| T. Rowe Price Retirement I 2040 | Other securities | — | — | $1.4M | 6.2% | |
| Empower Annuity Ins Co. Fixed Account - Series Class I | Common Stocks | — | — | $1.4M | 5.9% | |
| T. Rowe Price Retirement I 2050 | Other securities | — | — | $1.2M | 5.2% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $1.1M | 4.9% | |
| T. Rowe Price Retirement I 2045 | Other securities | — | — | $1.1M | 4.9% | |
| PGIM Global Total Return R6 | Other securities | — | — | $1.0M | 4.6% | |
| T. Rowe Price Retirement I 2035 | Other securities | — | — | $964K | 4.2% | |
| AllianceBernstein Income Z | Other securities | — | — | $837K | 3.6% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $817K | 3.6% | |
| FIdelity Extended Market Inex 14 Fidelity Small Cap Index | Mutual Funds | — | — | $760K | 3.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $702K | 3.1% | |
| PGIM U.S. Real Estate R6 | Other securities | — | — | $666K | 2.9% | |
| T. Rowe Price Retirement I 2055 | Other securities | — | — | $640K | 2.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $605K | 2.6% | |
| T. Rowe Price Retirement I 2030 | Other securities | — | — | $599K | 2.6% | |
| Participants Participant Loans Interest Rates at 3.25% - 8.50% - | Bonds / Notes | — | — | $549K | 2.4% | |
| T. Rowe Price Retirement Balanced I | Other securities | — | — | $413K | 1.8% | |
| T. Rowe Price Retirement I 2060 | Other securities | — | — | $408K | 1.8% | |
| T. Rowe Price Retirement I 2025 | Other securities | — | — | $301K | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $263K | 1.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $246K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $207K | 0.9% | |
| Royce Small-Cap Opportunity Institutional | Other securities | — | — | $122K | 0.5% | |
| T. Rowe Price Retirement I 2065 | Other securities | — | — | $94K | 0.4% | |
| PGIM High Yield R6 | Other securities | — | — | $88K | 0.4% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $63K | 0.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $54K | 0.2% | |
| T. Rowe Price Retirement I 2010 | Other securities | — | — | $36K | 0.2% | |
| Loomis Sayles Global Allocation N | Other securities | — | — | $29K | 0.1% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $18K | <0.1% | |
| Invesco Core Bond R6 | Mutual Funds | — | — | $12K | <0.1% | |
| PIMCO Stockplus Small Institutional | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Advisor International Small Cap | Mutual Funds | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement I 2015 | Other securities | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | — | NASHVILLE, TN | INVESTMENT PROVIDER | $48K | — |
| GOLDLEAF PARTNERS SERVICES | — | BOSTON, MA | OTHER | $45K | — |
