James McCann signed Insco Distributing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Insco Distributing, Inc.'s EIN is 74-1325946.
Download the official 2024 Form 5500 (PDF) for Insco Distributing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Insco Distributing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BANK | 74-6036463 | — | INVESTMENT ADVISORY | $7K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BROKERAGE SERVICES INC | 74-2404030 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth Fund Mutual Fund | Other securities | — | — | $4.3M | 16.6% | |
| American Century Value Fund Mutual Fund | Other securities | — | — | $2.9M | 11.3% | |
| Gabelli Small Cap Growth Fund Mutual Fund | Other securities | — | — | $2.8M | 10.7% | |
| Fidelity Freedom Blend 2020 Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 9.9% | |
| American Balanced Fund Mutual Fund | Other securities | — | — | $2.3M | 8.7% | |
| Fidelity Freedom Blend 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 6.3% | |
| MFS International Growth Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 6.2% | |
| iShares S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 6.0% | |
| Fidelity Total Bond Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 4.5% | |
| Fidelity Freedom Blend 2025 Fund Mutual Fund ** 600 Fidelity Freedom Blend 2030 Fund Mutual Fund | Mutual Funds | — | — | $970K | 3.7% | |
| Thrivent Mid Cap Stock Fund Mutual Fund | Other securities | — | — | $916K | 3.5% | |
| Fidelity Advisor Freedom Blend 2050 Fund Mutual Fund | Mutual Funds | — | — | $622K | 2.4% | |
| DFA International Small Company Portfolio Mutual Fund | Mutual Funds | — | — | $588K | 2.3% | |
| Fidelity Govt Money Market Fund Mutual Fund | Mutual Funds | — | — | $377K | 1.4% | |
| Prinicpal Trust Company Guaranteed Interest Accounts | Common Stocks | — | — | $301K | 1.2% | |
| Principal Real Estate Inv Pooled Separate Account | Pooled Separate Accounts | — | — | $292K | 1.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $292K | 1.1% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $215K | 0.8% | |
| PIMCO Low Duration Fund Mutual Fund | Mutual Funds | — | — | $208K | 0.8% | |
| Fidelity Advisor Freedom Blend 2060 Fund Mutual Fund | Mutual Funds | — | — | $193K | 0.7% | |
| PGIM Jennison Natural Resource Fund Mutual Fund | Other securities | — | — | $131K | 0.5% | |
| (E) | Other securities | — | — | $52K | 0.2% | |
| Fidelity Advisor Freedom Blend Income Fund Mutual Fund | Mutual Funds | — | — | $52K | 0.2% | |
| Invesco Developing Markets Fund Mutual Fund | Mutual Funds | — | — | $48K | 0.2% | |
| (E) | Other securities | — | — | $48K | 0.2% | |
| Fidelity Freedom Blend 2055 Fund Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Blend 2035 Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Advisor Freedom Blend 2065 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom Blend 2045 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIV INTL SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
