Nathan Lecrenski signed Five Star Transportation, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Five Star Transportation, Inc.'s EIN is 04-3064025.
Download the official 2023 Form 5500 (PDF) for Five Star Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Five Star 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 |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 96-6817943 | — | INVESTMENT PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Portfolio " | Mutual Funds | — | — | $396K | 24.2% | |
| American Funds Growth and Income Portfolio " | Mutual Funds | — | — | $369K | 22.6% | |
| American Funds Moderate Growth and Income Fund " | Mutual Funds | — | — | $270K | 16.5% | |
| American Funds Conservative Growth and Income Fund " | Mutual Funds | — | — | $175K | 10.7% | |
| American Funds Global Growth Portfolio " | Mutual Funds | — | — | $81K | 4.9% | |
| American Funds Growth Fund of America " ** 901 The Income Fund of America " | Mutual Funds | — | — | $75K | 4.6% | |
| Participant Loans (4.25%) - | Bonds / Notes | — | — | $49K | 3.0% | |
| American Balanced Fund " | Other securities | — | — | $45K | 2.7% | |
| Washington Mutual Investors Fund Mutual fund | Other securities | — | — | $41K | 2.5% | |
| The Bond Fund of America " | Other securities | — | — | $27K | 1.6% | |
| American Funds U.S. Government Money Market Fund " | Mutual Funds | — | — | $17K | 1.1% | |
| SMALLCAP World Fund " | Other securities | — | — | $11K | 0.7% | |
| International Growth and Income Fund " | Other securities | — | — | $10K | 0.6% | |
| American Funds 2030 Target Date Retirement Fund " | Mutual Funds | — | — | $10K | 0.6% | |
| American Funds 2040 Target Date Retirement Fund " ** 185 * American Funds 2045 Target Date Retirement Fund " | Mutual Funds | — | — | $8K | 0.5% | |
| Capital World Bond Fund " | Other securities | — | — | $5K | 0.3% | |
| American Funds Preservation Portfolio " | Mutual Funds | — | — | $4K | 0.3% | |
| American Funds 2035 Target Date Retirement Fund " | Mutual Funds | — | — | $4K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund " ** 766 * American Funds 2025 Target Date Retirement Fund " | Mutual Funds | — | — | $4K | 0.2% | |
| American Funds 2055 Target Date Retirement Fund " | Mutual Funds | — | — | $2K | 0.1% | |
| New Perspective Fund " | Other securities | — | — | $1K | <0.1% | |
| American Funds 2050 Target Date Retirement Fund " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
