Intermountain Wood Products, Inc.'s EIN is 87-0142510.
Download the official 2024 Form 5500 (PDF) for Intermountain Wood Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intermountain Wood Products, 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 |
|---|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | — | CLARKSTON, MI | INVESTMENT ADVISOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| GROWTH MANAGED AC PORT FREEDOM 401K GREAT GRAY TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $1.7M | 19.0% | |
| AGGRESSIVE MANAGED ACCT PORT MAP GREAT GRAY TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.6M | 17.2% | |
| MODERATE MANAGED AC PORT FREEDO 401 GREAT GRAY TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $1.5M | 16.0% | |
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 247 | Common Collective Trust | — | — | $702K | 7.7% | |
| T. ROWE PRICE BLUE CHIP GRTH TR-T6 T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $647K | 7.1% | |
| CONSERVATIVE MANAGED AC PORT FREEDO GREAT GRAY TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $446K | 4.9% | |
| RELIANCE NY LIFE ANCHOR SERIES 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $426K | 4.7% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $385K | 4.2% | |
| INCOME MANAGED AC PORT FREEDOM 401K GREAT GRAY TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $226K | 2.5% | |
| MFS LARGE CAP VALUE CIT CLASS CT GREAT GRAY TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $225K | 2.5% | |
| MFS MID CAP VALUE CIT CLASS CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $195K | 2.1% | |
| NT CIT EXTND MKT INDEX DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 149 | Common Collective Trust | — | — | $161K | 1.8% | |
| International Stock Fund Class X 2,843 shares | Other securities | — | — | $142K | 1.6% | |
| American Beacon Small Cap Value Fund Class R6 4,985 shares | Other securities | — | — | $123K | 1.3% | |
| Dodge & Cox Income Fund - Class X 9,342 shares | Mutual Funds | — | — | $116K | 1.3% | |
| Europacific Growth 9,519 shares | Other securities | — | — | $116K | 1.3% | |
| GR GRAY EUROPACIFIC GWTH CT GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $116K | 1.3% | |
| Principal Small Cap Growth Fund I CL R6 7,281 shares | Other securities | — | — | $108K | 1.2% | |
| Pimco Income Fund Institutional Class 8,534 shares | Mutual Funds | — | — | $90K | 1.0% | |
| Vanguard Emerging Markets Stock Index Fund 959 shares | Common Collective Trusts | — | — | $35K | 0.4% | |
| Brandywineglobal Global Opportunity Bond Fund 549 shares | Other securities | — | — | $4K | <0.1% | |
| NT CIT AGGREGATE BOND INDEX NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 151 | Common Collective Trust | — | — | $2K | <0.1% | |
| Cash equivalents Schwab Government Money FD | Mutual Funds | — | — | $2K | <0.1% | |
| NT CIT ACWI EX-US IMI DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 204 | Common Collective Trust | — | — | $852 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
