Anthony M. Ward ESQ. signed Area Storage & Transfer Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Area Storage & Transfer Inc.'s EIN is 22-2981560.
Download the official 2024 Form 5500 (PDF) for Area Storage & Transfer Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Area Storage & Transfer Inc.'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| N/R Dimensional 2010-2065 Target Date Retirement Income Fund N/R | Mutual Funds | — | — | $1.8M | 72.6% | |
| N/R TIAA-CREFF Large-Cap Growth Index Fund Institutional Class N/R | Common Collective Trusts | — | — | $195K | 7.9% | |
| N/R Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $114K | 4.6% | |
| N/R American Fund Investments New Perspective Fund N/R | Other securities | — | — | $64K | 2.6% | |
| N/R Vanguard Investments Strategic Fund N/R 113 N/R Participant Loans N/R | Mutual Funds | — | — | $62K | 2.5% | |
| N/R Vanguard Investments Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $47K | 1.9% | |
| N/R Fidelity Investments Mid Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $44K | 1.8% | |
| N/R American Fund Investments U.S. Government Securities Fund N/R 686 N/R DFA Investments International Large Cap Growth Fund N/R | Mutual Funds | — | — | $42K | 1.7% | |
| N/R Vanguard Investments Value Index Fund N/R | Common Collective Trusts | — | — | $28K | 1.1% | |
| N/R Vanguard Investments Small-Cap Value Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $15K | 0.6% | |
| N/R Baird Investments Core Plus Bond Fund N/R | Other securities | — | — | $10K | 0.4% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $9K | 0.4% | |
| N/R Empower Real Estate Index Fund – Institutional Class N/R | Common Collective Trusts | — | — | $9K | 0.4% | |
| N/R Fidelity Investments Multi-Asset Index Fund N/R | Common Collective Trusts | — | — | $7K | 0.3% | |
| N/R Schwab Market Track Fund N/R | Mutual Funds | — | — | $7K | 0.3% | |
| N/R Vanguard Investments Tax-Managed Balanced Fund Admiral Shares N/R | Mutual Funds | — | — | $6K | 0.2% | |
| N/R DFA Investments Retirement Income Fund N/R 16 N/R DFA Investments U.S. Small Cap Fund N/R | Mutual Funds | — | — | $4K | 0.2% | |
| N/R Vanguard Investments Mid-Cap Value Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $4K | 0.2% | |
| N/R Vanguard Investments Balanced Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $2K | <0.1% | |
| N/R Vanguard Investments Intermediate-Term Bond Index Fund N/R | Common Collective Trusts | — | — | $2K | <0.1% | |
| N/R Prudential Jennison Natural Resources Fund Class Q N/R | Other securities | — | — | $2K | <0.1% | |
| N/R Vanguard Investments High-Yield Corporate Fund N/R | Mutual Funds | — | — | $1K | <0.1% | |
| N/R American Fund Investments New World Fund N/R | Other securities | — | — | $1K | <0.1% | |
| N/R DFA Investments US Vector Equity Fund N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
