Joseph Greiner signed Insulations, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insulations, L.L.C.'s EIN is 72-0709481.
Download the official 2024 Form 5500 (PDF) for Insulations, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insulations, L.L.C.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA GROWTH OPPS I | Other securities | — | $1.0M | $1.7M | 19.0% | |
| FA NEW INSIGHTS I | Other securities | — | $474K | $621K | 6.8% | |
| FA FREEDOM 2045 Z | Other securities | — | $549K | $614K | 6.8% | |
| FA FREEDOM 2035 Z | Other securities | — | $511K | $550K | 6.0% | |
| FA BALANCED I | Other securities | — | $499K | $495K | 5.4% | |
| FA FREEDOM 2050 Z | Other securities | — | $446K | $491K | 5.4% | |
| FA FREEDOM 2030 Z | Other securities | — | $434K | $462K | 5.1% | |
| JPM EQUITY INCOME R5 | Other securities | — | $410K | $437K | 4.8% | |
| FA FREEDOM 2040 Z | Other securities | — | $367K | $400K | 4.4% | |
| FA FREEDOM 2055 Z | Other securities | — | $355K | $385K | 4.2% | |
| J H ENTERPRISE T | Other securities | — | $269K | $303K | 3.3% | |
| COL DSCPL CORE I | Other securities | — | $328K | $292K | 3.2% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | $274K | $289K | 3.2% | |
| FID GOVT MMKT | Mutual Funds | — | $287K | $287K | 3.2% | |
| AF GRTH FUND AMER R6 | Other securities | — | $222K | $264K | 2.9% | |
| FA FREEDOM 2025 Z | Other securities | — | $246K | $257K | 2.8% | |
| FA FREEDOM 2060 Z | Other securities | — | $202K | $216K | 2.4% | |
| JPM US SMALL CO I | Common Stocks | — | $197K | $205K | 2.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $198K | 2.2% | |
| FA FREEDOM 2065 Z | Other securities | — | $127K | $133K | 1.5% | |
| FA SM CAP VAL I | Other securities | — | $78K | $87K | 1.0% | |
| COL SEL MID CP VL I | Other securities | — | $89K | $80K | 0.9% | |
| FA SMALL CAP GR I | Other securities | — | $60K | $69K | 0.8% | |
| FH STRAT VAL DIV IS | Other securities | — | $44K | $47K | 0.5% | |
| PIF MIDCAP VAL I R5 | Other securities | — | $44K | $42K | 0.5% | |
| FA CAPITAL & INC I | Common Stocks | — | $31K | $33K | 0.4% | |
| LD ABBETT TOT RTN R5 | Other securities | — | $34K | $30K | 0.3% | |
| FA LTD TERM BOND I | Common Stocks | — | $30K | $29K | 0.3% | |
| FA FREEDOM 2020 Z | Other securities | — | $26K | $26K | 0.3% | |
| FA FREEDOM INC Z | Common Stocks | — | $14K | $14K | 0.2% | |
| AF INTL GTH & INC R5 | Common Stocks | — | $3K | $4K | <0.1% | |
| FA STRAT INCOME I | Other securities | — | $3K | $3K | <0.1% | |
| FA FREEDOM 2070 Z | Other securities | — | $528 | $507 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
