Carrie Groth signed Installed Building Solutions II,LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Installed Building Solutions II,LLC's EIN is 47-2059204.
Download the official 2024 Form 5500 (PDF) for Installed Building Solutions II,LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Installed Building Solutions II,LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS,INC. | 06-1397347 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index Retirement 2045 | Mutual Funds | — | — | $3.9M | 34.3% | |
| Fidelity Freedom Index Retirement 2055 | Mutual Funds | — | — | $3.2M | 28.2% | |
| Fidelity Freedom Index Retirement 2035 | Mutual Funds | — | — | $1.1M | 9.4% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $854K | 7.5% | |
| Voya Fixed Account | Other securities | — | — | $541K | 4.8% | |
| Fidelity Freedom Index Retirement 2025 | Mutual Funds | — | — | $309K | 2.7% | |
| Participants Participant Loans Interest Rate of 5.25 to 9.50% - | Bonds / Notes | — | — | $304K | 2.7% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $188K | 1.7% | |
| Fidelity Freedom Index Retirement Inc | Mutual Funds | — | — | $130K | 1.1% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $112K | 1.0% | |
| Janus Hndrsn Balanced Fund N | Mutual Funds | — | — | $107K | 0.9% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $105K | 0.9% | |
| Fidelity Freedom Index Retirement 2040 | Mutual Funds | — | — | $104K | 0.9% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $95K | 0.8% | |
| Fidelity Freedom Index Retirement 2060 | Mutual Funds | — | — | $90K | 0.8% | |
| Fidelity Freedom Index Retirement 2065 | Mutual Funds | — | — | $61K | 0.5% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $56K | 0.5% | |
| Fidelity Freedom Index Retirement 2050 | Mutual Funds | — | — | $55K | 0.5% | |
| Baird Aggregate Bond Fund Inst | Other securities | — | — | $27K | 0.2% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $25K | 0.2% | |
| Principal Real Estate Secs Fd Inst | Other securities | — | — | $13K | 0.1% | |
| Vanguard Sm-Cap Grwth Index Fnd Adm 317 Invesco Inv Dev Mrkts Fd R6 | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Freedom Index Retirement 2030 | Mutual Funds | — | — | $4K | <0.1% | |
| Janus Hndrsn Enterprise Fund N | Mutual Funds | — | — | $3K | <0.1% | |
| Allspring Allspg Spec SmCp VI Fd R6 | Other securities | — | — | $1K | <0.1% | |
| Allspring Allspg Spec MdCp VI Fd R6 | Other securities | — | — | $1K | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2025 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2030 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2035 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2040 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2045 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2050 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2055 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2060 GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE 2065 AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRE DATE INCOME GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 001 | 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.
