Madonna Kreutzer signed Interface Engineering Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Interface Engineering Inc.'s EIN is 93-0576423.
Download the official 2024 Form 5500 (PDF) for Interface Engineering Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Interface Engineering Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLOY, DAHL & HOLST, INC. | 93-0989022 | — | INVESTMENT ADVISOR | $126K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Sloy, Dahl & Holst Sloy, Dahl & Holst Aggressive Class I - $ | Other securities | — | — | $15.6M | 26.7% | |
| SD&H AGGRSV CL 1 ALTA TRUST COMPANY · EIN 47-5396070 / PN 001 | Common Collective Trust | — | — | $15.6M | 26.7% | |
| SD&H BALANCED CL 1 ALTA TRUST COMPANY · EIN 47-5461985 / PN 001 | Common Collective Trust | — | — | $12.2M | 20.9% | |
| Vanguard 500 Index Fund Admiral - | Common Collective Trusts | — | — | $10.9M | 18.7% | |
| Fidelity Brokerage Link Account - | Self-Directed Brokerage | — | — | $4.9M | 8.4% | |
| SD&H GROWTH CL 1 ALTA TRUST COMPANY · EIN 47-5472063 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.9% | |
| Vanguard Small-Cap Index Fund Adm. - | Common Collective Trusts | — | — | $1.6M | 2.7% | |
| Vanguard Total Bond Market Index Adm. - | Mutual Funds | — | — | $1.5M | 2.5% | |
| Sloy, Dahl & Holst Sloy, Dahl & Holst Conservative Class I - | Other securities | — | — | $1.3M | 2.1% | |
| SD&H CONSRV CL 1 ALTA TRUST COMPANY · EIN 47-5364906 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| Vanguard Developed Markets Index Fund - | Common Collective Trusts | — | — | $1.2M | 2.1% | |
| Sycamore Capital Victory Sycamore Established Value Fund - | Other securities | — | — | $991K | 1.7% | |
| Voya Small Cap Growth I - | Other securities | — | — | $952K | 1.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $813K | 1.4% | |
| Columbia Contrarian Core - | Other securities | — | — | $726K | 1.2% | |
| Vanguard Emerging Markets Stock Index - | Mutual Funds | — | — | $684K | 1.2% | |
| Edgewood Growth Fun Edgewood Growth Fund Instl. - | Other securities | — | — | $659K | 1.1% | |
| SD&H MODERATE CL 1 ALTA TRUST COMPANY · EIN 47-5485322 / PN 001 | Common Collective Trust | — | — | $532K | 0.9% | |
| Hartford Funds Hartford Equity Income Fund Class R5 - | Other securities | — | — | $407K | 0.7% | |
| maturities ranging from February 2025 to - | Other securities | — | — | $316K | 0.5% | |
| Lord Abbett Lord Abbett Short Duration Income Fund - | Mutual Funds | — | — | $302K | 0.5% | |
| Fidelity Overseas Fund - | Mutual Funds | — | — | $172K | 0.3% | |
| Columbia High Yield Bond Instl. - | Other securities | — | — | $105K | 0.2% | |
| Victory Capital Pioneer Bond Fund Class Y - | Other securities | — | — | $79K | 0.1% | |
| Invesco Investment Invesco Developing Markets Fund Class - | Mutual Funds | — | — | $68K | 0.1% | |
| Nuveen Real Estate Nuveen Real Estate I - | Mutual Funds | — | — | $57K | <0.1% | |
| BlackRock Strategic Global Bond Fund - | Other securities | — | — | $49K | <0.1% | |
| Voya MidCap Opportunities I - | Other securities | — | — | $46K | <0.1% | |
| PIMCO Inflation Response Multi-Asset - | Mutual Funds | — | — | $30K | <0.1% | |
| Vanguard GNMA Fund Admiral Shares - | Agency / Mortgage-Backed | — | — | $25K | <0.1% | |
| Keeley Funds Keeley Small Cap Dividend Value Fund - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
