Tracy Mortenson signed Express Container Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Express Container Services' EIN is 26-4104826.
Download the official 2024 Form 5500 (PDF) for Express Container Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Express Container Services' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.2M | 17.2% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $577K | 8.5% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $449K | 6.6% | |
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $432K | 6.3% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $395K | 5.8% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $372K | 5.5% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $318K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $306K | 4.5% | |
| GSACHS TECHNOLOGY OPPS A | Registered Investment Companies | — | — | $281K | 4.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $240K | 3.5% | |
| VOYA CORPORATE LEADERS 100 A | Registered Investment Companies | — | — | $240K | 3.5% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $163K | 2.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $162K | 2.4% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $153K | 2.2% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $146K | 2.1% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $139K | 2.0% | |
| CLEARBRIDGE GROWTH FUND - A | Registered Investment Companies | — | — | $118K | 1.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $117K | 1.7% | |
| 1919 FINANCIAL SERVICES A | Registered Investment Companies | — | — | $90K | 1.3% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $68K | 1.0% | |
| THE HARTFORD HEALTHCARE R4 | Registered Investment Companies | — | — | $58K | 0.8% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $58K | 0.8% | |
| FIDELITY ADVISOR REAL ESTATE A | Registered Investment Companies | — | — | $40K | 0.6% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $40K | 0.6% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $35K | 0.5% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $28K | 0.4% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $27K | 0.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $27K | 0.4% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $25K | 0.4% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $22K | 0.3% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $21K | 0.3% | |
| AC STRAT ALLOC AGG FUND - A | Registered Investment Companies | — | — | $19K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $19K | 0.3% | |
| INVESCO DISC MD CAP GRTH A | Registered Investment Companies | — | — | $19K | 0.3% | |
| FIDELITY ADV DIV STOCK - A | Registered Investment Companies | — | — | $18K | 0.3% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $17K | 0.2% | |
| MACQUARIE VALUE A | Registered Investment Companies | — | — | $14K | 0.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $10K | 0.2% | |
| MACQUARIE HIGH INCOME A | Registered Investment Companies | — | — | $10K | 0.2% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $9K | 0.1% | |
| GEORGE PUTNAM BALANCED M | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
