J.P. Noonan Transportation, Inc.'s EIN is 04-2443727.
Download the official 2024 Form 5500 (PDF) for J.P. Noonan Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.P. Noonan Transportation, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW CENTURY INVESTMENT MGMT LLC | 20-1232890 | — | ADVISOR | $27K | — |
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 2035 Fund Mutual fund n/a | Mutual Funds | — | — | $2.7M | 14.8% | |
| T Rowe Price Retirement 2025 Fund Mutual fund n/a | Mutual Funds | — | — | $2.7M | 14.6% | |
| T Rowe Price Retirement 2030 Fund Mutual fund n/a | Mutual Funds | — | — | $2.6M | 13.9% | |
| T Rowe Price Retirement 2040 Fund Mutual fund n/a | Mutual Funds | — | — | $1.6M | 8.7% | |
| T Rowe Price Retirement 2020 Fund Mutual fund n/a | Mutual Funds | — | — | $1.1M | 6.2% | |
| T Rowe Price Retirement 2045 Fund Mutual fund n/a | Mutual Funds | — | — | $868K | 4.7% | |
| T Rowe Price Retirement 2050 Fund Mutual fund n/a | Mutual Funds | — | — | $820K | 4.4% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $758K | 4.1% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual fund n/a | Mutual Funds | — | — | $599K | 3.2% | |
| Fidelity Management Trust Company Managed Income Portfolio Class 1 Common collective trust n/a | Common Collective Trusts | — | — | $560K | 3.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $560K | 3.0% | |
| T Rowe Price Retirement 2015 Fund Mutual fund n/a | Mutual Funds | — | — | $505K | 2.7% | |
| MFS Value Fund Class R6 Mutual fund n/a | Mutual Funds | — | — | $427K | 2.3% | |
| T Rowe Price Retirement 2060 Fund Mutual fund n/a | Mutual Funds | — | — | $383K | 2.1% | |
| Oakmark Fund Investor Class Mutual fund n/a | Other securities | — | — | $366K | 2.0% | |
| DoubleLine Total Return Bond Fund Class I Mutual fund n/a | Other securities | — | — | $359K | 1.9% | |
| Permanent Portfolio Mutual fund n/a | Other securities | — | — | $236K | 1.3% | |
| T. Rowe Price New Horizons Fund Mutual fund n/a | Other securities | — | — | $232K | 1.2% | |
| T Rowe Price Retirement 2055 Fund Mutual fund n/a | Mutual Funds | — | — | $201K | 1.1% | |
| American Funds Fundamental Investors Class R-6 Mutual fund n/a | Mutual Funds | — | — | $192K | 1.0% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $166K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual fund n/a | Mutual Funds | — | — | $162K | 0.9% | |
| T Rowe Price Retirement 2010 Fund Mutual fund n/a | Mutual Funds | — | — | $137K | 0.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $134K | 0.7% | |
| American Funds The New Economy Fund Class R-6 Mutual fund n/a | Mutual Funds | — | — | $130K | 0.7% | |
| American Funds New World Fund Class R-6 Mutual fund n/a | Mutual Funds | — | — | $127K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $126K | 0.7% | |
| American Funds Capital World Growth and Income Fund Class R-6 Mutual fund n/a | Mutual Funds | — | — | $70K | 0.4% | |
| Columbia Balanced Inst3 Mutual fund n/a | Other securities | — | — | $69K | 0.4% | |
| Vanguard Energy Index Fund Admiral Shares Mutual fund n/a | Common Collective Trusts | — | — | $65K | 0.4% | |
| Eaton Vance Short Duration Government Income Fund Class I Mutual fund n/a | Other securities | — | — | $44K | 0.2% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund n/a | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
