Patrick O'CONnell signed Irving Materials, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Irving Materials, Inc.'s EIN is 84-3316965.
Download the official 2024 Form 5500 (PDF) for Irving Materials, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Irving Materials, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $271K | — |
| AXIA ADVISORY CORPORATION | 35-1859469 | — | NONE | $129K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MANAGED RETIREMENT FUND-GROWTH MATRIX TRUST COMPANY · EIN 20-0937408 / PN 141 | Common Collective Trust | — | $1.5M | $46.9M | 18.5% | |
| MANAGED RETIREMENT FUND-BALANCED MATRIX TRUST COMPANY · EIN 20-0937408 / PN 140 | Common Collective Trust | — | $1.5M | $44.0M | 17.4% | |
| MANAGED RETIREMENT FUND-AGGRESSIVE MATRIX TRUST COMPANY · EIN 20-0937408 / PN 142 | Common Collective Trust | — | $922K | $28.8M | 11.4% | |
| MANAGED RETIREMENT FUND-MODERATE MATRIX TRUST COMPANY · EIN 20-0937408 / PN 143 | Common Collective Trust | — | $886K | $22.0M | 8.7% | |
| MANAGED RETIREMENT FND-CONSERVATIVE MATRIX TRUST COMPANY · EIN 20-0937408 / PN 139 | Common Collective Trust | — | $920K | $21.3M | 8.4% | |
| Vanguard Institutional Index I Fund 31,490 shares | Mutual Funds | — | $31K | $15.1M | 6.0% | |
| Fidelity Large Cap Growth Idx Instl Prm 379,222 shares | Common Collective Trusts | — | $379K | $14.9M | 5.9% | |
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $12.7M | $12.7M | 5.0% | |
| American Funds Washington Mutual R6 199,016 shares | Mutual Funds | — | $199K | $12.3M | 4.8% | |
| HOOD RIVER SMALL/MID CAP GROWTH CIT HOOD RIVER · EIN 83-1559199 / PN 001 | Common Collective Trust | — | $310K | $8.2M | 3.3% | |
| Artisan International Value Instl 163,517 shares | Other securities | — | $164K | $7.7M | 3.0% | |
| DFA US Targeted Value I 173,878 shares | Mutual Funds | — | $174K | $6.0M | 2.4% | |
| Artisan International Small-Mid Trust - Founders Tier 331,984 shares | Other securities | — | $332K | $4.2M | 1.7% | |
| MANAGED RETIREMENT FUND-REAL ASSET MATRIX TRUST COMPANY · EIN 20-0937408 / PN 229 | Common Collective Trust | — | $263K | $4.2M | 1.6% | |
| Dodge & Cox Income Fund X 332,460 shares | Mutual Funds | — | $332K | $4.1M | 1.6% | |
| DFA Emerging Markets Core Equity I 37,240 shares | Mutual Funds | — | $37K | $867K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
