Matt Lumia signed Mohawk Global Logistics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mohawk Global Logistics' EIN is 16-1444116.
Download the official 2024 Form 5500 (PDF) for Mohawk Global Logistics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mohawk Global Logistics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | — |
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 | |||||
|---|---|---|---|---|---|---|
| CORE PLUS BOND R1 Common collective trust ** 895 TRP BLUE CHIP GRTH I Common collective trust | Common Collective Trusts | — | — | $2.3M | 20.5% | |
| FLEXPATH MOD 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $1.4M | 12.4% | |
| BAIRD AGGR BOND INST Mutual Fund | Other securities | — | — | $1.2M | 10.8% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.1M | 9.9% | |
| FLEXPATH MOD 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.0M | 9.4% | |
| FLEXPATH MOD 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $724K | 6.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $568K | 5.1% | |
| FID SMALL CAP GR K6 Mutual Fund | Mutual Funds | — | — | $386K | 3.5% | |
| FLEXPATH AGR 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $386K | 3.5% | |
| FLEXPATH MOD RET R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $355K | 3.2% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $345K | 3.1% | |
| FLEXPATH MOD 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $336K | 3.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $303K | 2.7% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $156K | 1.4% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $143K | 1.3% | |
| Participant notes receivable 3.25% ‐ 5.50% through 2025 ‐0‐ | Bonds / Notes | — | — | $127K | 1.1% | |
| WT SM CAP VALUE R1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $125K | 1.1% | |
| PIONEER BAL ESG Y Common collective trust | Common Collective Trusts | — | — | $61K | 0.5% | |
| FLEXPATH AGR 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $18K | 0.2% | |
| FLEXPATH AGR 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $11K | 0.1% | |
| CORE PLUS BOND R1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $895 | <0.1% | |
| FLEXPATH CON 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $100 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
