Deborah Foley signed Lake Champlain Transportation Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lake Champlain Transportation Co.'s EIN is 03-0259960.
Download the official 2024 Form 5500 (PDF) for Lake Champlain Transportation Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lake Champlain Transportation Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | -$371 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND 247,671.676 shares | Mutual Funds | — | — | $5.2M | 30.5% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $1.6M | 9.2% | |
| FID 500 INDEX 7,435.322 shares | Common Collective Trusts | — | — | $1.5M | 8.9% | |
| TRP RETIREMENT 2030 56,390.094 shares | Other securities | — | — | $1.4M | 8.5% | |
| TRP RETIREMENT 2035 64,691.057 shares | Other securities | — | — | $1.4M | 8.0% | |
| FID PURITAN 39,796.636 shares | Mutual Funds | — | — | $989K | 5.8% | |
| TRP RETIREMENT 2005 52,785.877 shares | Other securities | — | — | $632K | 3.7% | |
| FID GROWTH COMPANY 15,101.890 shares | Mutual Funds | — | — | $609K | 3.6% | |
| TRP RETIREMENT 2050 29,762.858 shares | Other securities | — | — | $564K | 3.3% | |
| TRP RETIREMENT 2025 32,339.824 shares | Other securities | — | — | $535K | 3.1% | |
| TRP RETIREMENT 2055 24,425.125 shares | Other securities | — | — | $486K | 2.8% | |
| MM MID CAP GRTH I 18,468.291 shares | Other securities | — | — | $357K | 2.1% | |
| FID LOW PRICED STK 7,364.484 shares | Mutual Funds | — | — | $300K | 1.8% | |
| NB SMALL CAP GRTH R6 4,737.619 shares | Other securities | — | — | $238K | 1.4% | |
| Participant loans 4.25% to 9.25% - | Bonds / Notes | — | — | $237K | 1.4% | |
| DODGE & COX INCOME I 18,754.975 shares | Mutual Funds | — | — | $232K | 1.4% | |
| FID INTL INDEX 4,828.368 shares | Mutual Funds | — | — | $230K | 1.3% | |
| MFS VALUE R6 3,685.224 shares | Mutual Funds | — | — | $178K | 1.0% | |
| TRP RETIREMENT 2040 3,896.923 shares | Other securities | — | — | $119K | 0.7% | |
| TRP RETIREMENT 2020 3,883.146 shares | Other securities | — | — | $72K | 0.4% | |
| TRP RETIREMENT 2015 4,177.261 shares | Other securities | — | — | $53K | 0.3% | |
| TRP RETIREMENT 2045 1,304.314 shares | Other securities | — | — | $29K | 0.2% | |
| TRP RETIREMENT 2065 1,864.107 shares | Other securities | — | — | $24K | 0.1% | |
| DFA US TARGET VAL I 569.889 shares | Mutual Funds | — | — | $20K | 0.1% | |
| TRP RETIREMENT 2060 983.822 shares | Other securities | — | — | $16K | <0.1% | |
| MFS MID CAP VALUE R6 455.001 shares | Mutual Funds | — | — | $14K | <0.1% | |
| FID ASSET MGR 40% 834.659 shares | Mutual Funds | — | — | $11K | <0.1% | |
| TRP RETIREMENT 2010 244.654 shares | Other securities | — | — | $4K | <0.1% | |
| AF INFL LINKED BD R6 324.123 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
