Brian Jarvis signed Andrews Logistics Texas, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Andrews Logistics Texas, L.P.'s EIN is 20-1022679.
Download the official 2024 Form 5500 (PDF) for Andrews Logistics Texas, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Andrews Logistics Texas, L.P.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSJC, LP DBA CFO4LIFE, L.P. | — | COPPELL, TX | FINANCIAL ADVISOR | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Trust Vanguard Target Retirement 2025 | Mutual Funds | — | — | $980K | 12.9% | |
| Company Vanguard Target Retirement 2040 | Mutual Funds | — | — | $975K | 12.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $893K | 11.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $746K | 9.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $663K | 8.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $615K | 8.1% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $359K | 4.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $290K | 3.8% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $287K | 3.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $278K | 3.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $253K | 3.3% | |
| Nationwide Fixed Select Contract | Other securities | — | — | $245K | 3.2% | |
| Meeder Quantex Fund Institutional ** 230 Participant loans * Interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $221K | 2.9% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $175K | 2.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $151K | 2.0% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $71K | 0.9% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $68K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $47K | 0.6% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $42K | 0.6% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $36K | 0.5% | |
| Federated Hermes Government Obligations Premier | Other securities | — | — | $33K | 0.4% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $17K | 0.2% | |
| BlackRock iShares S&P 500 Index Institutional | Common Collective Trusts | — | — | $14K | 0.2% | |
| PGIM Total Return Bond Z | Other securities | — | — | $9K | 0.1% | |
| T. Rowe Price U.S. Equity Research I | Other securities | — | — | $8K | 0.1% | |
| MetWest Total Return Bond I | Other securities | — | — | $6K | <0.1% | |
| Principal High Yield Institutional | Other securities | — | — | $3K | <0.1% | |
| Meeder Global Opportunity Fund Institutional | Other securities | — | — | $1K | <0.1% |
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 |
|---|---|---|---|---|---|
| INWEST RETIREMENT SOLUTIONS | — | MIDLAND, TX | THIRD PARTY ADMINISTRATOR | $13K | — |
