BRAD Larson signed Interiorworx, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interiorworx, LLC's EIN is 61-1729947.
Download the official 2024 Form 5500 (PDF) for Interiorworx, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interiorworx, LLC's plan includes a default investment (QDIA), a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
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 | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FA FREEDOM 2030 M | Mutual Funds | — | — | $967K | 17.5% | |
| Fidelity FA ENERGY M 235 * Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $686K | 12.4% | |
| Fidelity FA FREEDOM 2035 M | Mutual Funds | — | — | $469K | 8.5% | |
| Fidelity FA FREEDOM 2050 M | Mutual Funds | — | — | $450K | 8.1% | |
| Fidelity FA FREEDOM 2025 M | Mutual Funds | — | — | $415K | 7.5% | |
| Fidelity FA FREEDOM 2020 M | Mutual Funds | — | — | $331K | 6.0% | |
| Fidelity FA FREEDOM 2040 M | Mutual Funds | — | — | $272K | 4.9% | |
| J.P. Morgan JPM LG CAP GRTH R2 | Other securities | — | — | $261K | 4.7% | |
| Fidelity FA FREEDOM 2045 M | Mutual Funds | — | — | $256K | 4.6% | |
| Fidelity FID GOVT MMKT ADV M | Mutual Funds | — | — | $173K | 3.1% | |
| Macquarie MGL MID CP GR R | Other securities | — | — | $162K | 2.9% | |
| Fidelity FA FREEDOM 2055 M | Mutual Funds | — | — | $140K | 2.5% | |
| American Funds AF WASH MUT INV R3 | Mutual Funds | — | — | $138K | 2.5% | |
| Fidelity FA LTD TERM BOND M | Mutual Funds | — | — | $104K | 1.9% | |
| Columbia COL SLGM GLB TECH R | Other securities | — | — | $99K | 1.8% | |
| Nationwide NWD GNV SM CAP GR A | Other securities | — | — | $84K | 1.5% | |
| Black Rock BLKRK HLTH SCI OPP R | Other securities | — | — | $76K | 1.4% | |
| Fidelity FA FREEDOM 2060 M | Mutual Funds | — | — | $75K | 1.4% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $55K | 1.0% | |
| Fidelity FA FREEDOM 2065 M | Mutual Funds | — | — | $55K | 1.0% | |
| Neuberger Berman NB REAL ESTATE R3 | Other securities | — | — | $51K | 0.9% | |
| American Funds AF STRAT BOND R6 | U.S. Treasuries | — | — | $50K | 0.9% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $33K | 0.6% | |
| American Funds AF EUROPACIFIC GR R3 | Mutual Funds | — | — | $27K | 0.5% | |
| Fidelity FA FINANCIALS M | Mutual Funds | — | — | $26K | 0.5% | |
| Neuberger Berman NB LG CAP VAL TR 262 PGIM HIGH YIELD R | Other securities | — | — | $20K | 0.4% | |
| American Funds AF NEW WORLD R3 | Mutual Funds | — | — | $20K | 0.4% | |
| American Funds AF BOND FD AMER R4 | Mutual Funds | — | — | $8K | 0.1% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds AF BALANCED FUND R3 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
