Angela Storlie signed Interstate Companies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interstate Companies, Inc.'s EIN is 41-1634358.
Download the official 2024 Form 5500 (PDF) for Interstate Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interstate Companies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $214K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVESTMENT ADVISORY | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. | Mutual Funds | — | — | $13.5M | 13.6% | |
| Fidelity Management & Research | Mutual Funds | — | — | $9.6M | 9.6% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $8.6M | 8.7% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $8.1M | 8.1% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $6.5M | 6.5% | |
| Franklin Mutual Advisers, LLC | Mutual Funds | — | — | $6.1M | 6.2% | |
| Fidelity Management & Research | Mutual Funds | — | — | $5.0M | 5.0% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $4.9M | 4.9% | |
| MFS Investment Management | Mutual Funds | — | — | $4.8M | 4.8% | |
| T. Rowe Price Associates, Inc. | Common Stocks | — | — | $4.4M | 4.4% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $4.1M | 4.1% | |
| SEI Trust Company | Common Stocks | — | — | $3.5M | 3.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.5% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $3.0M | 3.0% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $3.0M | 3.0% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $2.6M | 2.7% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $2.3M | 2.3% | |
| American Funds | Mutual Funds | — | — | $2.1M | 2.1% | |
| Participant Loans | Participant loans | — | — | $1.8M | 1.8% | |
| PGIM Investments, LLC | Other securities | — | — | $1.2M | 1.2% | |
| MFS Investment Management | Mutual Funds | — | — | $801K | 0.8% | |
| Victory Capital Management | Other securities | — | — | $615K | 0.6% | |
| Self - Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $582K | 0.6% | |
| Legg Mason Institutional Funds | Other securities | — | — | $508K | 0.5% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $349K | 0.4% | |
| Fidelity Management & Research | Mutual Funds | — | — | $290K | 0.3% | |
| Self - Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $288K | 0.3% | |
| Self - Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $248K | 0.2% | |
| Fidelity Management & Research | Mutual Funds | — | — | $223K | 0.2% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $145K | 0.1% | |
| Fidelity Management & Research | 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.
