Diane Lockard signed Idaho Pacific Holdings' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Idaho Pacific Holdings' EIN is 43-1806118.
Download the official 2023 Form 5500 (PDF) for Idaho Pacific Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Idaho Pacific Holdings' 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 | $55K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.6M | 94.9% | |
| [Assets held in participant loans] | Other | — | — | $619K | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $358K | 2.9% |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $36K |
| — |
