Anthony Ward AS Attorney 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 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 |
|---|---|---|---|---|---|
| CEP CONSULTANTS, INC. | — | HAUPPAUGE, NY | RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| N/R TIAA-CREF Lifecycle Index 2020-2060 Fund N/R | Mutual Funds | — | — | $6.6M | 87.3% | |
| N/R TIAA-CREF Lifecycle Index Retirement Income Fund INST Class N/R | Mutual Funds | — | — | $212K | 2.8% | |
| N/R Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $95K | 1.3% | |
| N/R TIAA-CREF Large-Cap Growth Index Fund Institutional Class N/R | Common Collective Trusts | — | — | $95K | 1.2% | |
| N/R Vanguard Investments Value Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $49K | 0.6% | |
| N/R American Funds New Perspective Fund Class R6 N/R | Mutual Funds | — | — | $46K | 0.6% | |
| N/R Vanguard Investments International Growth Fund Admiral Class N/R | Mutual Funds | — | — | $33K | 0.4% | |
| N/R Vanguard Investments Small-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $15K | 0.2% | |
| N/R Cohen & Steers Institutional Realty Shares N/R | Other securities | — | — | $5K | <0.1% | |
| N/R Fidelity Investments Intermediate Treasury Bond Index Fund N/R 5 N/R Fidelity Investments Mid-Cap Index Fund N/R | U.S. Treasuries | — | — | $2K | <0.1% | |
| N/R Vanguard Investments High-Yield Corporate Fund Admiral Shares N/R | Mutual Funds | — | — | $1K | <0.1% | |
| N/R DFA Global Allocation 25/75 Portfolio – Institutional Shares 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.
