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Original filing (PDF)20250513095702NAL0017654849001
EMO TRANS, INC.
Form 5500
FILING_RECEIVED
401(K) SAVINGS AND RETIREMENT PLAN FOR EMO TRANS EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
385
Accounts w/ balance
438
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMO TRANS, INC..
Plan sponsor
Name
EMO TRANS, INC.
EIN
11-2280777
Address
377 OAK STREET · SUITE 202 · GARDEN CITY, NY · 115306553
Phone
(516) 867-6800
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISOR | 04-3442284 | — | INVESTMENT ADVISORY | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
Investments
30 direct securities · 2 pooled funds· $41.1M(100% of reported assets)
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.
Uncategorized
$39.5M
30 holdings
Common Collective Trust
$1.6M
1 holding
Pooled Separate Account
$46K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund " | — | — | — | $10.0M | 24.2% | |
| T. Rowe Price Retirement 2030 I Fund " | — | — | — | $5.2M | 12.5% | |
| T. Rowe Price Retirement 2040 I Fund " | — | — | — | $4.6M | 11.1% | |
| Vanguard Growth Index Admiral Fund " | — | — | — | $3.2M | 7.7% | |
| T. Rowe Price Retirement 2050 I Fund " | — | — | — | $2.4M | 5.8% | |
| Vanguard Total International Stock Index Admiral Fund " | — | — | — | $2.0M | 5.0% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $2.0M | 4.8% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $1.8M | 4.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.9% | |
| Fidelity Total Bond K6 Fund Mutual fund | — | — | — | $1.5M | 3.8% | |
| Vanguard Real Estate Index Admiral Fund " | — | — | — | $1.3M | 3.1% | |
| Putnam Large Cap Value R6 Fund " | — | — | — | $1.2M | 2.9% | |
| T. Rowe Price Retirement 2015 I Fund " ** 32 T. Rowe Price Retirement 2020 I Fund " | — | — | — | $898K | 2.2% | |
| T. Rowe Price Retirement 2060 I Fund " | — | — | — | $783K | 1.9% | |
| T. Rowe Price Retirement 2045 I Fund " | — | — | — | $398K | 1.0% | |
| T. Rowe Price Retirement 2035 I Fund " | — | — | — | $396K | 1.0% | |
| Participant loans (5.25%-10.50%) - | — | — | — | $393K | 1.0% | |
| T. Rowe Price Retirement Balanced I Fund " | — | — | — | $278K | 0.7% | |
| T. Rowe Price Retirement 2010 I Fund " | — | — | — | $272K | 0.7% | |
| Vanguard Total Bond Market Index Admiral Fund " | — | — | — | $256K | 0.6% | |
| T. Rowe Price Retirement 2055 I Fund " | — | — | — | $215K | 0.5% | |
| T. Rowe Price Retirement 2065 I Fund " | — | — | — | $142K | 0.3% | |
| T. Rowe Price Retirement 2025 I Fund " | — | — | — | $86K | 0.2% | |
| Allspring Special Small Cap Value R6 Fund " | — | — | — | $56K | 0.1% | |
| AB Small Cap Growth Portfolio Z Fund " | — | — | — | $51K | 0.1% | |
| Principle Financial Group, Inc. Stock Separate Account Pooled separate account | — | — | — | $46K | 0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $46K | 0.1% | |
| Guaranteed Interest Account - 12/31/2024 Guaranteed interest account | — | — | — | $19K | <0.1% | |
| MFS Mid-Cap Growth R6 Fund " | — | — | — | $16K | <0.1% | |
| Guaranteed Interest Account - 12/31/2025 " | — | — | — | $15K | <0.1% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $14K | <0.1% | |
| Guaranteed Interest Account - 12/31/2026 " | — | — | — | $13K | <0.1% |
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