Vicki Hightower signed Interwest Insurance Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interwest Insurance Services, LLC's EIN is 68-0266090.
Download the official 2024 Form 5500 (PDF) for Interwest Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interwest Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF Trgt Date 2030 R6 Mutual fund - | Other securities | — | — | $13.5M | 18.9% | |
| AF Trgt Date 2025 R6 Mutual fund - | Other securities | — | — | $9.8M | 13.8% | |
| Fidelity 500 Index Institutional Mutual fund - | Common Collective Trusts | — | — | $6.5M | 9.1% | |
| AF Trgt Date 2035 R6 Mutual fund - | Other securities | — | — | $4.9M | 6.9% | |
| AF Trgt Date 2040 R6 Mutual fund - | Other securities | — | — | $4.1M | 5.8% | |
| Wa Interm Bond IS Mutual fund - | Other securities | — | — | $3.7M | 5.1% | |
| Fidelity BrokerageLink Combined Fidelity BrokerageLink - | Mutual Funds | — | — | $3.4M | 4.8% | |
| AF Trgt Date 2045 R6 Mutual fund - | Other securities | — | — | $3.1M | 4.3% | |
| JPM Lg Cap Growth R6 Mutual fund - | Other securities | — | — | $3.0M | 4.2% | |
| Dodge and Cox Stock I Mutual fund - | Mutual Funds | — | — | $2.7M | 3.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.1% | |
| Fid Sm Cap Idx Mutual fund - | Common Collective Trusts | — | — | $1.8M | 2.6% | |
| Fid Govt Mmkt Mutual fund - | Mutual Funds | — | — | $1.5M | 2.2% | |
| Af Balanced R6 Mutual fund - | Other securities | — | — | $1.5M | 2.1% | |
| AF Trgt Date 2020 R6 Mutual fund - | Other securities | — | — | $1.3M | 1.8% | |
| AF Trgt Date 2050 R6 Mutual fund - | Other securities | — | — | $1.3M | 1.8% | |
| Fid Overseas K Mutual fund - | Mutual Funds | — | — | $1.2M | 1.7% | |
| Col Mid Cap Index I Mutual fund - | Other securities | — | — | $967K | 1.4% | |
| AF Trgt Date 2055 R6 Mutual fund - | Other securities | — | — | $897K | 1.3% | |
| Fid Intl Index Mutual fund - | Mutual Funds | — | — | $729K | 1.0% | |
| Plan participants Participant notes receivable - maturities of less than 30 years, secured by participant account balances, with interest rates from 3.25% to 10.50%. - | Bonds / Notes | — | — | $724K | 1.0% | |
| Pim Rae Emrg Mkt 1 Mutual fund - | Other securities | — | — | $634K | 0.9% | |
| Baron Growth Fund Institutional Shares Mutual fund - | Other securities | — | — | $551K | 0.8% | |
| AF Trgt Date 2060 R6 Mutual fund - | Other securities | — | — | $484K | 0.7% | |
| PIF Mid Cap Value I Mutual fund - | Other securities | — | — | $446K | 0.6% | |
| AF Trgt Date 2015 R6 Mutual fund - | Other securities | — | — | $236K | 0.3% | |
| AF Trgt Date 2065 R6 Mutual fund - | Other securities | — | — | $128K | 0.2% | |
| MFS Lifetime Inc R6 Mutual fund - | Mutual Funds | — | — | $68K | <0.1% | |
| AF Trgt Date 2010 R6 Mutual fund - | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
