TARA Steinberger signed Interstate Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interstate Engineering, Inc.'s EIN is 45-0333441.
Download the official 2024 Form 5500 (PDF) for Interstate Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interstate Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Multiple Sub-Advisors 2030 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $3.4M | 14.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.4M | 14.9% | |
| Principal Trust Company * Multiple Sub-Advisors 2020 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $2.7M | 11.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2.7M | 11.8% | |
| T. Rowe Price/Brown Advisory Large Cap Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $2.0M | 9.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.0M | 9.0% | |
| Multiple Sub-Advisors 2025 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $2.0M | 8.8% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $2.0M | 8.8% | |
| Multiple Sub-Advisors 2040 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $1.8M | 7.9% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.8M | 7.9% | |
| Multiple Sub-Advisors 2050 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $1.5M | 6.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.5M | 6.7% | |
| Multiple Sub-Advisors 2045 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $1.3M | 5.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.3M | 5.8% | |
| Multiple Sub-Advisors 2035 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $1.2M | 5.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $1.2M | 5.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $918K | 4.1% | |
| Multiple Sub-Advisors 2055 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $822K | 3.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $822K | 3.6% | |
| New Perspective Fund Mutual Fund N/A | Other securities | — | — | $795K | 3.5% | |
| Washington Mutual Investors Fund Mutual Fund N/A | Other securities | — | — | $504K | 2.2% | |
| Multiple Sub-Advisors 2060 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $356K | 1.6% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $356K | 1.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $345K | 1.5% | |
| New World Fund Inc Mutual Fund N/A | Common Stocks | — | — | $328K | 1.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $272K | 1.2% | |
| Smallcap World Fund Inc Mutual Fund N/A | Common Stocks | — | — | $257K | 1.1% | |
| American Century Mid Cap Value Fund Mutual Fund N/A | Other securities | — | — | $229K | 1.0% | |
| Capital World Growth and Income Fund Mutual Fund N/A | Other securities | — | — | $221K | 1.0% | |
| Euro Pacific Growth Fund Mutual Fund N/A | Other securities | — | — | $203K | 0.9% | |
| Multiple Sub-Advisors 2065 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $175K | 0.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $175K | 0.8% | |
| Fixed Income Guaranteed Option Guaranteed Interest Account N/A | Other securities | — | — | $162K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $126K | 0.6% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $106K | 0.5% | |
| International Small Cap Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $106K | 0.5% | |
| Vanguard International Value Fund Mutual Fund N/A | Mutual Funds | — | — | $93K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund N/A | Mutual Funds | — | — | $80K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Mutual Fund N/A | Other securities | — | — | $78K | 0.3% | |
| Mid Cap S&P 400 Index Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $77K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $77K | 0.3% | |
| Janus Henderson Triton Fund Mutual Fund N/A | Mutual Funds | — | — | $56K | 0.2% | |
| Principal Core Fixed Income Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $45K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $45K | 0.2% | |
| PGIM High Yield Fund Mutual Fund N/A | Other securities | — | — | $36K | 0.2% | |
| iShares US Aggregate Bond Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $20K | <0.1% | |
| Janus Henderson Small Cap Value Fund Mutual Fund N/A | Mutual Funds | — | — | $15K | <0.1% | |
| PIMCO International Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| MFS International Diversification Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Multiple Sub-Advisors 2070 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $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 |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
