KIM Berriman signed XTRA Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XTRA Corporation's EIN is 06-0954158.
Download the official 2024 Form 5500 (PDF) for XTRA Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XTRA Corporation'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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | INVESTMENT ADVISOR | $28K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index Mutual Fund | Common Collective Trusts | — | — | $14.5M | 15.7% | |
| NYLI Winslow Large Cap Growth Class R6 Mutual Fund | Other securities | — | — | $11.6M | 12.6% | |
| Fidelity Low-Priced ST K6 Mutual Fund | Mutual Funds | — | — | $8.5M | 9.2% | |
| Fidelity Freedom K6 2030 Fund Mutual Fund | Mutual Funds | — | — | $7.8M | 8.5% | |
| ABF Large Cap Value R6 Mutual Fund | Other securities | — | — | $5.7M | 6.2% | |
| Fidelity Freedom K6 2040 Fund Mutual Fund | Mutual Funds | — | — | $4.4M | 4.7% | |
| Fidelity Freedom K6 2025 Fund Mutual Fund | Mutual Funds | — | — | $4.1M | 4.4% | |
| Fidelity Retirement Money Market Mutual Fund | Mutual Funds | — | — | $3.9M | 4.3% | |
| Fidelity Freedom K6 2035 Fund Mutual Fund | Mutual Funds | — | — | $3.9M | 4.2% | |
| Fidelity Freedom K6 2045 Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 4.1% | |
| Fidelity Diversified International Fund Mutual Fund | Mutual Funds | — | — | $3.3M | 3.6% | |
| Fidelity Freedom K6 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 2.6% | |
| Fidelity Freedom K6 2055 Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 2.3% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 2.3% | |
| ABF Small Cap Value Mutual Fund | Other securities | — | — | $1.9M | 2.0% | |
| Janus Triton T Mutual Fund | Mutual Funds | — | — | $1.8M | 2.0% | |
| INVS Growth and Income R6 Mutual Fund | Other securities | — | — | $1.8M | 1.9% | |
| Vanguard Small Cap Index ADM Mutual Fund | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Freedom K6 2060 Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 1.4% | |
| Metwest Total Return Bond Fund Mutual Fund | Other securities | — | — | $1.2M | 1.3% | |
| Fidelity Freedom K6 2070 Fund Mutual Fund ** 246 * Fidelity Managed Income Portfolio II Collective Trust | Common Collective Trusts | — | — | $1.0M | 1.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $949K | 1.0% | |
| Notes receivable from participants through August 2037 - | Other securities | — | — | $755K | 0.8% | |
| DFA Emerging Markets Core Equity 2 Portfolio Mutual Fund | Mutual Funds | — | — | $735K | 0.8% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $567K | 0.6% | |
| Fidelity Freedom K6 Income Fund Mutual Fund | Mutual Funds | — | — | $562K | 0.6% | |
| Fidelity Freedom K6 2015 Fund Mutual Fund | Mutual Funds | — | — | $382K | 0.4% | |
| Fidelity Freedom K6 2010 Fund Mutual Fund | Mutual Funds | — | — | $347K | 0.4% | |
| Fidelity Freedom K6 2065 Fund Mutual Fund | Mutual Funds | — | — | $307K | 0.3% | |
| Fidelity Freedom K6 2020 Fund Mutual Fund | Mutual Funds | — | — | $254K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | ACCOUNTANT/AUDITOR | $26K | — |
