Stephanie Nadanara signed Irwin Naturals' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Irwin Naturals' EIN is 45-0463960.
Download the official 2024 Form 5500 (PDF) for Irwin Naturals from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Irwin Naturals' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.1M | 31.4% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $743K | 11.0% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $720K | 10.7% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $593K | 8.8% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $488K | 7.3% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $479K | 7.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $475K | 7.1% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $288K | 4.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $271K | 4.0% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $156K | 2.3% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $75K | 1.1% | |
| Notes receivable from participants, less deemed * Participants distributions - Maturing 2025 to 2030; Interest 4.25% - 9.50%; Cost = $0 | Bonds / Notes | — | — | $69K | 1.0% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $60K | 0.9% | |
| Vanguard VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $57K | 0.8% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $26K | 0.4% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $21K | 0.3% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $21K | 0.3% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $21K | 0.3% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $19K | 0.3% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $12K | 0.2% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $10K | 0.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $9K | 0.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $225 | <0.1% | |
| FLEXPATH+MOD 2025 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| BEACH FREEMAN LIM AND CLELAND LLP | 56-2306396 | — | ACCOUNTANT/AUDITOR | $29K | — |
