Herbert Mack Morris signed Whitestone Transportation LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitestone Transportation LLC's EIN is 20-8229147.
Download the official 2022 Form 5500 (PDF) for Whitestone Transportation LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Whitestone Transportation LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AM NATL VARIABLE ANNUITY SEP ACCT. AMERICAN NATIONAL INSURANCE COMPANY · EIN 74-0484030 / PN 000 | Pooled Separate Account | — | — | $136K | 100.0% | |
| Fidelity VIP Freedom 2030 | Mutual Funds | — | $30K | $30K | 22.0% | |
| Fidelity VIP Freedom 2050 | Mutual Funds | — | $25K | $25K | 18.7% | |
| Fidelity VIP Freedom 2035 | Mutual Funds | — | $25K | $25K | 18.2% | |
| Fidelity VIP Freedom 2025 | Mutual Funds | — | $21K | $21K | 15.5% | |
| Fidelity VIP Freedom 2045 | Mutual Funds | — | $15K | $15K | 11.0% | |
| Fidelity VIP Freedom 2040 | Mutual Funds | — | $12K | $12K | 8.8% | |
| Alger Growth & Income | Other securities | — | $3K | $3K | 2.1% | |
| Alger Capital Appreciation | Other securities | — | $2K | $2K | 1.4% | |
| Fidelity Opportunities | Mutual Funds | — | $2K | $2K | 1.4% | |
| Fidelity Index 500 | Mutual Funds | — | $1K | $1K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
