Emily Rattansingh signed LILY Transportation Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LILY Transportation Corp.'s EIN is 04-2783881.
Download the official 2024 Form 5500 (PDF) for LILY Transportation Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LILY Transportation Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS ADVISORY GROUP, LLC | 82-1499251 | — | ADVISOR | $35K | — |
| WILLIAM BLAIR & CO. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Institutional Fidelity Advisor Freedom 2030 K6 | Mutual Funds | — | — | $4.4M | 14.0% | |
| Fidelity Institutional Fidelity Total Market Index | Common Collective Trusts | — | — | $3.0M | 9.5% | |
| Fidelity Institutional Fidelity Advisor Freedom 2035 K6 | Mutual Funds | — | — | $2.9M | 9.4% | |
| Harbor Capital Advisors Harbor Capital Appreciation Fund | Other securities | — | — | $2.9M | 9.2% | |
| Fidelity Institutional Fidelity Advisor Freedom 2040 K6 | Mutual Funds | — | — | $2.2M | 7.2% | |
| Fidelity Institutional Fidelity Advisor Freedom 2045 K6 | Mutual Funds | — | — | $2.1M | 6.8% | |
| Fidelity Institutional Fidelity Advisor Freedom 2025 K6 | Mutual Funds | — | — | $2.1M | 6.6% | |
| Fidelity Institutional Fidelity Advisor Freedom 2050 K6 | Mutual Funds | — | — | $1.6M | 5.3% | |
| AllianceBernstein AB Discovery Growth Fund | Other securities | — | — | $1.5M | 4.9% | |
| BlackRock iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $991K | 3.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $887K | 2.8% | |
| MFS Investment Management MFS Value R6 | Mutual Funds | — | — | $870K | 2.8% | |
| Fidelity Institutional Fidelity Advisor Freedom 2055 K6 | Mutual Funds | — | — | $790K | 2.5% | |
| Harbor Capital Advisors Harbor Small Cap Value Fund Institutional Class | Other securities | — | — | $726K | 2.3% | |
| Fidelity Institutional Participant Directed Brokerage Accounts - Fidelity | Self-Directed Brokerage | — | — | $589K | 1.9% | |
| Fidelity Institutional Fidelity Advisor Freedom 2020 K6 | Mutual Funds | — | — | $573K | 1.8% | |
| Fidelity Institutional Fidelity Advisor Freedom Inc K6 | Mutual Funds | — | — | $443K | 1.4% | |
| Fidelity Institutional Fidelity Advisor Freedom 2060 K6 | Mutual Funds | — | — | $435K | 1.4% | |
| Fidelity Institutional Fidelity Extended Market Index | Mutual Funds | — | — | $376K | 1.2% | |
| Fidelity Institutional Fidelity Advisor Strategic Income Z | Mutual Funds | — | — | $307K | 1.0% | |
| Fidelity Institutional Fidelity Government Money Market K6 | Mutual Funds | — | — | $198K | 0.6% | |
| Fidelity Institutional Fidelity Advisor Freedom 2065 K6 | Mutual Funds | — | — | $187K | 0.6% | |
| Fidelity Institutional Fidelity Advisor Freedom 2010 K6 | Mutual Funds | — | — | $120K | 0.4% | |
| American Funds Capital Group American Funds Europacific Growth R6 | Mutual Funds | — | — | $61K | 0.2% | |
| BlackRock iShares Short-Term TIPS Bond Index Fund Class K | Common Collective Trusts | — | — | $11K | <0.1% | |
| Fidelity Institutional Fidelity Advisor Freedom 2015 K6 | Mutual Funds | — | — | $9K | <0.1% | |
| PIMCO Total Return Fund Inst | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-2214610 |
| — |
| ADVISOR |
| $31K |
| — |
