Alice Richardson signed Intercontinental Terminals Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intercontinental Terminals Company LLC's EIN is 74-1710422.
Download the official 2024 Form 5500 (PDF) for Intercontinental Terminals Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intercontinental Terminals Company LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC | 46-2799864 | — | INVESTMENT ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Instl Mutual Funds | Other securities | — | — | $14.3M | 15.5% | |
| Institutional Index Mutual Funds | Other securities | — | — | $14.0M | 15.2% | |
| MORLEY STABLE VALUE FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.2M | 6.8% | |
| Target Retirement 2040 Mutual Funds | Other securities | — | — | $4.0M | 4.3% | |
| Loomis Salyes Core Plus Bond Mutual Funds | Other securities | — | — | $3.8M | 4.1% | |
| Target Retirement 2035 Mutual Funds | Other securities | — | — | $3.6M | 3.9% | |
| Target Retirement 2030 Mutual Funds | Other securities | — | — | $3.4M | 3.7% | |
| Value Index Adm Mutual Funds | Other securities | — | — | $3.3M | 3.5% | |
| dates through December 2029. | Other securities | — | — | $2.9M | 3.1% | |
| Target Retirement 2045 Mutual Funds | Other securities | — | — | $2.9M | 3.1% | |
| Target Retirement 2055 Mutual Funds | Other securities | — | — | $2.8M | 3.1% | |
| Target Retirement 2060 Mutual Funds | Other securities | — | — | $2.8M | 3.0% | |
| Macquarie Small Cap Value R6 Mutual Funds | Other securities | — | — | $2.7M | 2.9% | |
| Target Retirement 2050 Mutual Funds | Other securities | — | — | $2.4M | 2.5% | |
| Target Retirement 2025 Mutual Funds | Other securities | — | — | $2.2M | 2.3% | |
| Cohen & Steers Instl Realty Shares Mutual Funds | Other securities | — | — | $2.2M | 2.3% | |
| Dimensional Fund Advisors LP Emerging Core Equity Mutual Funds | Mutual Funds | — | — | $2.2M | 2.3% | |
| Hartford Small Growth HLS IA Mutual Funds | Other securities | — | — | $1.9M | 2.1% | |
| Mid Cap Index Adm Mutual Funds | Other securities | — | — | $1.8M | 2.0% | |
| BlackRock High Yield Bond BlackRock Mutual Funds | Other securities | — | — | $1.2M | 1.3% | |
| PIMCO Income Inst Mutual Funds | Mutual Funds | — | — | $1.1M | 1.2% | |
| Target Retirement 2020 Mutual Funds | Other securities | — | — | $404K | 0.4% | |
| Target Retirement Income Mutual Funds | Other securities | — | — | $302K | 0.3% | |
| State Street Bank & Trust Co. Cash Reserve Account Cash Reserve Account | Cash / Money Market | — | — | $133K | 0.1% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATCHLEY & ASSOCIATES, LLP | 74-2920819 | — | AUDITOR | $12K | — |
