Craig L. Mackin signed Interlock Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interlock Industries, Inc.'s EIN is 61-1024973.
Download the official 2024 Form 5500 (PDF) for Interlock Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interlock Industries, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Asset Management JPMorgan US Equity Fund | Other securities | — | — | $4.1M | 10.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $3.6M | 9.4% | |
| American Funds Distributors American Balanced Fund | Mutual Funds | — | — | $3.5M | 9.1% | |
| PIONEER LARGE CAP GROWTH PORT CL R1 GREAT GRAY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $3.1M | 8.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.5M | 6.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.3M | 5.9% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $2.2M | 5.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 5.1% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $1.7M | 4.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.6M | 4.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| PUTNAM RETIREMENT ADVANTAG TRST 202 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| American Funds Distributors Europacific Growth Fund Class R6 | Mutual Funds | — | — | $1.1M | 2.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $980K | 2.5% | |
| PUTNAM RETIREMENT ADVANTAG TRST2055 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $901K | 2.3% | |
| Eaton Vance Investments Atlanta Capital Small Mid Cap Fund | Other securities | — | — | $740K | 1.9% | |
| J.P. Morgan Asset Management JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $695K | 1.8% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $478K | 1.2% | |
| ClearBridge Investments ClearBridge Small Cap Growth Fund | Other securities | — | — | $413K | 1.1% | |
| Notes receivable Maturity dates through November 2029, from participants interest rates ranging 4.25% - 9.50% | Bonds / Notes | — | — | $368K | 0.9% | |
| Pioneer Investments Bond Fund | Other securities | — | — | $301K | 0.8% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $238K | 0.6% | |
| PIMCO Investment Management PIMCO Income Fund | Mutual Funds | — | — | $229K | 0.6% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $199K | 0.5% | |
| Fidelity Investments US Bond Index | Mutual Funds | — | — | $127K | 0.3% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $117K | 0.3% | |
| Fidelity Investments Internal Index | Mutual Funds | — | — | $116K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $6K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAG TRST2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $930 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAG TRST 204 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAG TRST 205 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAG TRST 204 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | 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.
