Lindsay Phelan signed Innospec, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innospec, Inc.'s EIN is 98-0181725.
Download the official 2024 Form 5500 (PDF) for Innospec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innospec, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & ADV GROUP | — | ATLANTA, GA | NONE | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $16.6M | 14.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.0M | 10.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.6M | 8.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.4M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.8M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.0M | 6.9% | |
| PUTNUM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.1M | 5.2% | |
| JPMorgan Large Cap Value R6 | Other securities | — | — | $5.7M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.7M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.1M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.1% | |
| Putman Putnam Large Cap Value R6 | Mutual Funds | — | — | $3.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.4% | |
| Participant Loans Interest Rate Range: 4.25% to 9.50% | Bonds / Notes | — | — | $2.1M | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 1.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.6M | 1.3% | |
| Dodge & Cox Dodge 7 Cox Income I | Mutual Funds | — | — | $1.5M | 1.3% | |
| American Funds American Fund Balanced R6 | Mutual Funds | — | — | $1.4M | 1.2% | |
| Victory Syc Victory Syc Small Cmpy Opp R6 | Other securities | — | — | $1.4M | 1.2% | |
| Fidelity Total Intl Index Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| AllSpring SPE MD CP Val R6 | Other securities | — | — | $955K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $926K | 0.8% | |
| American Century AM Century Small Cap Growth R6 | Other securities | — | — | $867K | 0.7% | |
| Carillon Eagle Carillon Eagle MD CP GR FD R6 | Other securities | — | — | $854K | 0.7% | |
| Franklin Templeton Clearbridge Intl Growth I | Mutual Funds | — | — | $763K | 0.7% | |
| Dodge & Cox Dodge & Cox Intl Stock I | Mutual Funds | — | — | $569K | 0.5% | |
| American Funds American New World R6 | Mutual Funds | — | — | $535K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $470K | 0.4% | |
| PGIM High-Yield R6 | Other securities | — | — | $461K | 0.4% | |
| T. Rowe Price T. Rowe Price Government Money I | Other securities | — | — | $236K | 0.2% | |
| PIMCO Intl Bd USD Hedged Instl | Mutual Funds | — | — | $117K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $80K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | Other securities | — | — | $46K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
