Matt Ventura signed Integrity Express Logistics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrity Express Logistics, LLC's EIN is 20-8583331.
Download the official 2024 Form 5500 (PDF) for Integrity Express Logistics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrity Express Logistics, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
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 | $47K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Investor | Mutual Funds | — | — | $6.3M | 24.4% | |
| Fidelity Freedom Index 2050 Investor | Mutual Funds | — | — | $5.2M | 20.1% | |
| Fidelity Freedom Index 2055 Investor | Mutual Funds | — | — | $4.1M | 15.7% | |
| Fidelity Freedom Index 2060 Investor | Mutual Funds | — | — | $2.4M | 9.2% | |
| Fidelity Freedom Index 2040 Investor | Mutual Funds | — | — | $2.3M | 8.9% | |
| Fidelity Freedom Index 2035 Investor | Mutual Funds | — | — | $941K | 3.6% | |
| to 9.50 percent - | Other securities | — | — | $908K | 3.5% | |
| State Street State Street Equity 50o Index Fund Class K | Common Collective Trusts | — | — | $672K | 2.6% | |
| Fidelity Freedom Index 2065 Investor | Mutual Funds | — | — | $529K | 2.0% | |
| Fidelity Governement Money Market Fund | Mutual Funds | — | — | $287K | 1.1% | |
| Fidelity Freedom Index 2030 Investor | Mutual Funds | — | — | $177K | 0.7% | |
| Great Gray Trust Large Cap Growth Fund IV Fee Class R1 | Other securities | — | — | $167K | 0.6% | |
| Putnam Large Cap Value R | Mutual Funds | — | — | $148K | 0.6% | |
| Great Gray Trust CIT Mid Cap Growth Fund II CI R1 | Common Collective Trusts | — | — | $134K | 0.5% | |
| iShares MSCI EAFE International Index Fund Class K | Common Collective Trusts | — | — | $117K | 0.4% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $115K | 0.4% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio Investment | Mutual Funds | — | — | $101K | 0.4% | |
| Massachusetts Mutual Life Insurance Company Unallocated investment contract - Fixed account | Common Stocks | — | — | $83K | 0.3% | |
| iShares Russell Mid Cap Index Fund | Common Collective Trusts | — | — | $77K | 0.3% | |
| American Funds American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $50K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $44K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $30K | 0.1% | |
| Allspring Special Small Cap Val FD:R6 | Other securities | — | — | $28K | 0.1% | |
| Fidelity Freedom Index 2025 Investor | Mutual Funds | — | — | $22K | <0.1% | |
| BlackRock Total Return Fund Class K Shares | Other securities | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2020 Investor | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $6K | <0.1% | |
| PIMCO Income Fund Institutional Class * 879 State Street State Street Aggregate Bond Index Fund K | Common Collective Trusts | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Freedom Index 2070 Investor * 357 Fidelity Inflation-protected Bond Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SPC | 38-2472558 | — | ADVISOR | $4K | — |
| STRATEGIC ADVISORS INC. | 04-2654524 | — | ADVISOR | $20 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS | 31-1299207 | CINCINNATI, OH | CONTRACT ADMIN | $16K | — |
