Jennifer Addison signed Ward Transport & Logistics Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ward Transport & Logistics Corp.'s EIN is 23-1299361.
Download the official 2024 Form 5500 (PDF) for Ward Transport & Logistics Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ward Transport & Logistics Corp.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $210K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $80K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YOUNG, OAKES, BROWN & CO. | 25-1589048 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $15.9M | 18.2% | |
| Large Cap Value R1 Fund | Other securities | — | $0 | $11.1M | 12.7% | |
| BlackRock Lfpth Ind Rtrmt K Fd | Other securities | — | $0 | $9.4M | 10.7% | |
| BlackRock Lfpth Indx 2030 K Fd | Other securities | — | $0 | $7.7M | 8.8% | |
| Pioneer Strategic Income K Fd | Other securities | — | $0 | $5.0M | 5.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $5.0M | 5.8% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $4.8M | 5.5% | |
| BlackRock Lfpth Indx 2045 K Fd | Other securities | — | $0 | $4.7M | 5.4% | |
| BlackRock Lfpth Indx 2040 K Fd | Other securities | — | $0 | $4.6M | 5.3% | |
| Federate Herm Tot Ret Bd CIF P | Common Collective Trusts | — | $0 | $4.2M | 4.8% | |
| BlackRock Lfpth Indx 2035 K Fd | Other securities | — | $0 | $4.2M | 4.8% | |
| Prin MidCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $3.1M | 3.5% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $2.9M | 3.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 3.3% | |
| BlackRock Lfpth Idx 2065 K Fd | Common Collective Trusts | — | $0 | $1.8M | 2.0% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.4M | 1.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.4M | 1.6% | |
| FEDERATE HERM TOT RET BD CIF P GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| BlackRock Lfpth Indx 2050 K Fd | Other securities | — | $0 | $1.3M | 1.5% | |
| MFS Research Intl R6 Fund | Mutual Funds | — | $0 | $1.2M | 1.4% | |
| Prin Gl Real Est Sec SA-Z | Common Stocks | — | $0 | $1.1M | 1.2% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.1M | 1.2% | |
| BlackRock Lfpth Indx 2055 K Fd | Other securities | — | $0 | $1.0M | 1.2% | |
| Allspring Spec M Cap Val Inst | Other securities | — | $0 | $944K | 1.1% | |
| BlackRock Lfpth Idx 2060 K Fd | Common Collective Trusts | — | $0 | $637K | 0.7% | |
| Principal Pension Builder(SM)Z | Other securities | — | $0 | $269K | 0.3% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $199K | 0.2% | |
| Participant Loans | Participant loans | — | $0 | $58K | <0.1% | |
| Principal SmallCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $30K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $30K | <0.1% |
