Interplan LLC's EIN is 59-3667640.
Download the official 2024 Form 5500 (PDF) for Interplan LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interplan LLC's 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | 36-6071399 | HARRISON, NY | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Pooled Separate Accts | Other securities | — | — | $9.6M | 90.8% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.7M | 16.5% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.3M | 12.1% | |
| Transamerica Financial Stable Value | Stable Value | — | — | $833K | 7.9% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $713K | 6.8% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $599K | 5.7% | |
| PIMCO STOCKSPLUS(R) ABSOLUTE RETURN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $554K | 5.3% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $450K | 4.3% | |
| ALLSPRING GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $310K | 2.9% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $308K | 2.9% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $306K | 2.9% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $298K | 2.8% | |
| INVESCO GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $279K | 2.7% | |
| MFS MASSACHUSETTS INVSTRS GROWTH ST TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $272K | 2.6% | |
| PIMCO TOTAL RETRN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $263K | 2.5% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $248K | 2.4% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $243K | 2.3% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $231K | 2.2% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $221K | 2.1% | |
| BNY MELLON GLOBAL FIXED INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $182K | 1.7% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $173K | 1.6% | |
| Participant Loans Various maturity-4.25-9.50 | Participant loans | — | — | $133K | 1.3% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $120K | 1.1% | |
| JPMORGAN MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $117K | 1.1% | |
| TRANSAMERICA SM/MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $106K | 1.0% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $103K | 1.0% | |
| AMERICAN CENTURY VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $98K | 0.9% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $85K | 0.8% | |
| FEDERATED HERMES MDT SM CAP GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $77K | 0.7% | |
| FRANKLIN MUTUAL BEACON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $60K | 0.6% | |
| PIMCO STOCKSPLUS INTL (US DOLLAR-HD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $51K | 0.5% | |
| BLACKROCK GLOBAL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $38K | 0.4% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| HARTFORD MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
