Modern Transportation Services, Inc.'s EIN is 25-1544945.
Download the official 2024 Form 5500 (PDF) for Modern Transportation Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modern 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $841K | 12.9% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2045X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $759K | 11.6% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $707K | 10.8% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2030X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $478K | 7.3% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2025X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $436K | 6.7% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2035X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $329K | 5.0% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $328K | 5.0% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2055X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $321K | 4.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $320K | 4.9% | |
| EMPOWER RETIREMENT PUTNAM RETIREMENT ADV MAT | Mutual Funds | — | — | $314K | 4.8% | |
| PUTNAM RETRMNT ADVANTAGE TRST MAT X PUTNAM INVESMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $314K | 4.8% | |
| EMPOWER RETIREMENT PUTNAM RETIREMENT ADV 2040 | Mutual Funds | — | — | $269K | 4.1% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2040X PUTNAM INVESMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $269K | 4.1% | |
| Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $257K | 3.9% | |
| Participant loans Interest rates at 4.25-9.5% | Bonds / Notes | — | — | $250K | 3.8% | |
| EMPOWER RETIREMENT KEY GUARANTEED PORTFOLIO | Other securities | — | — | $250K | 3.8% | |
| EMPOWER RETIREMENT LOANS | Other securities | — | — | $218K | 3.3% | |
| Macquarie Small Cap Core Institutional | Other securities | — | — | $214K | 3.3% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $169K | 2.6% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $127K | 1.9% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $119K | 1.8% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2060X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $101K | 1.5% | |
| PUTNAM RETRMNT ADVANTAGE TRST 2050X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $90K | 1.4% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $85K | 1.3% | |
| Janus Henderson Balanced Fund N | Mutual Funds | — | — | $15K | 0.2% | |
| EMPOWER RETIREMENT FORFEITURES | Other securities | — | — | $8K | 0.1% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGER |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | CONTRACT ADMIN | — | — |
