Constance Paris signed Albatrans, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albatrans, Inc.'s EIN is 11-3299080.
Download the official 2024 Form 5500 (PDF) for Albatrans, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albatrans, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $3.5M | 28.5% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $2.9M | 22.9% | |
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $1.3M | 10.5% | |
| American Funds 2020 Target Date Fund R6 | Mutual Funds | — | — | $1.1M | 8.8% | |
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $912K | 7.3% | |
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $750K | 6.0% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $412K | 3.3% | |
| PIMCO Income Instl * 858 American Funds Inflation Linked Bond Fund R6 * 392 Capital Bank and Trust Company Money market fund - American Funds US Govt Money Market R6 | Mutual Funds | — | — | $266K | 2.1% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $212K | 1.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $199K | 1.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $180K | 1.4% | |
| Participants Participant notes receivable - Bearing interest at rates from 3.25 percent to 8.50 percent - | Other securities | — | — | $164K | 1.3% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $120K | 1.0% | |
| American Funds Bond Fund of Amer R6 * 52 American Funds 2015 Target Date Fund R6 | Mutual Funds | — | — | $108K | 0.9% | |
| American Funds Invmt Co of America R6 | Mutual Funds | — | — | $63K | 0.5% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $54K | 0.4% | |
| MFS Growth R6 | Mutual Funds | — | — | $49K | 0.4% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $16K | 0.1% | |
| American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $15K | 0.1% | |
| Capital Bank and Trust Company American Funds Capital World G/I R6 | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
