Emily Roberts signed Eshipping's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eshipping's EIN is 20-3883166.
Download the official 2024 Form 5500 (PDF) for Eshipping from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eshipping's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.3M | 23.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.7M | 14.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 10.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.8M | 9.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $970K | 5.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $934K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $606K | 3.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $584K | 3.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $533K | 2.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $494K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $459K | 2.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $432K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $365K | 2.0% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $335K | 1.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $333K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $287K | 1.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $249K | 1.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $241K | 1.3% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $181K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $175K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $124K | 0.7% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $119K | 0.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $111K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $102K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $86K | 0.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $70K | 0.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $46K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GRANT THORNTON LLP |
| 87-3356273 |
| — |
| ACCOUNTANT |
| $16K |
| — |
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $58K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
