Jeoffrey L Burtch signed Arnold Transportation Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arnold Transportation Services, Inc.'s EIN is 23-1582737.
Download the official 2024 Form 5500 (PDF) for Arnold Transportation Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arnold Transportation Services, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Capital, Inc. Transamerica Stock Index R | Common Stocks | — | — | $340K | 21.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2035 Adv | Other securities | — | — | $170K | 10.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2030 Adv | Other securities | — | — | $144K | 9.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2025 Adv | Other securities | — | — | $124K | 7.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2045 Adv | Other securities | — | — | $117K | 7.4% | |
| MFS Intl Gr R3 | Mutual Funds | — | — | $93K | 5.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2015 Adv 144 T. Rowe Price T. Rowe Price Retrmnt 2020 Adv | Other securities | — | — | $89K | 5.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 Adv | Other securities | — | — | $79K | 5.0% | |
| Putnam Lg Cap Val A | Mutual Funds | — | — | $75K | 4.8% | |
| Mainstay Winslow Lg Cap Gr R3 | Other securities | — | — | $64K | 4.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $48K | 3.0% | |
| Virtus Silvant Mid-Cap Gr Instl | Other securities | — | — | $47K | 3.0% | |
| Neuberger Berman Neuberger Berman Small Cap Gr R6 | Other securities | — | — | $38K | 2.4% | |
| BNY Mellon Glbl Fixed Inc I | Common Stocks | — | — | $30K | 1.9% | |
| MFS Mid Cap Val R3 | Mutual Funds | — | — | $29K | 1.8% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $24K | 1.5% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $21K | 1.3% | |
| Legg Mason/Western Asset Western Asset Core Plus Bd I | Other securities | — | — | $21K | 1.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 Adv | Other securities | — | — | $7K | 0.5% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $6K | 0.4% | |
| Transamerica Capital, Inc. Transamerica Govt Money Market R2 | Cash / Money Market | — | — | $6K | 0.4% | |
| T. Rowe Price T. Rowe Price Retrmnt 2055 Adv | Other securities | — | — | $5K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
