Transportation Impact LLC's EIN is 26-2683818.
Download the official 2024 Form 5500 (PDF) for Transportation Impact LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transportation Impact LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV. PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Common Collective Trust | — | — | $1.8M | 14.3% | |
| PRIN LIFETIME 2050 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 009 | Common Collective Trust | — | — | $1.5M | 12.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 010 | Common Collective Trust | — | — | $1.4M | 11.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Common Collective Trust | — | — | $1.4M | 11.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 006 | Common Collective Trust | — | — | $1.3M | 10.3% | |
| Fidelity 500 index fund | Common Collective Trusts | — | — | $938K | 7.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $797K | 6.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 008 | Common Collective Trust | — | — | $683K | 5.4% | |
| Principal large cap growth fund | Other securities | — | — | $318K | 2.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $318K | 2.5% | |
| Vanguard growth index fund | Common Collective Trusts | — | — | $307K | 2.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $254K | 2.0% | |
| Vanguard value index fund | Common Collective Trusts | — | — | $249K | 2.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 004 | Common Collective Trust | — | — | $230K | 1.8% | |
| Participants 4.25% – 9.50%; maturing through 2029 | Bonds / Notes | — | — | $151K | 1.2% | |
| Vanguard mid cap growth fund | Mutual Funds | — | — | $133K | 1.1% | |
| American Funds American funds new perspective fund | Mutual Funds | — | — | $130K | 1.0% | |
| Franklin Templeton Franklin dynatech fund | Mutual Funds | — | — | $121K | 1.0% | |
| American Funds American funds growth fund of America | Mutual Funds | — | — | $90K | 0.7% | |
| Legg Mason Clearbridge international growth fund | Other securities | — | — | $75K | 0.6% | |
| Vanguard small cap value fund | Mutual Funds | — | — | $60K | 0.5% | |
| Columbia small cap value fund | Other securities | — | — | $59K | 0.5% | |
| MFS mid cap growth fund | Mutual Funds | — | — | $56K | 0.4% | |
| Principal small cap S&P 600 fund | Other securities | — | — | $35K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $35K | 0.3% | |
| Principal guaranteed interest account | Other securities | — | — | $34K | 0.3% | |
| Vanguard small cap growth fund | Mutual Funds | — | — | $33K | 0.3% | |
| American Funds American funds new world fund | Mutual Funds | — | — | $29K | 0.2% | |
| Eaton Vance Eaton vance management SMID cap fund | Other securities | — | — | $29K | 0.2% | |
| PGIM global total return fund | Other securities | — | — | $28K | 0.2% | |
| PGIM high yield fund | Other securities | — | — | $25K | 0.2% | |
| PIMCO stocksplus international fund | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Infl-prot sec adm fund | Mutual Funds | — | — | $24K | 0.2% | |
| Vanguard mid cap value fund | Mutual Funds | — | — | $20K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $15K | 0.1% | |
| Hartford core equity fund | Other securities | — | — | $13K | 0.1% | |
| Principal real estate growth fund | Other securities | — | — | $10K | <0.1% | |
| PRIN GI REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $10K | <0.1% | |
| PRIN CORE BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $8K | <0.1% | |
| American Century American century small cap value fund | Other securities | — | — | $5K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES INC | 36-4420471 | — | OTHER SERVICES | $0 | — |
