Whitacre Logistics LLC's EIN is 26-4192485.
Download the official 2024 Form 5500 (PDF) for Whitacre Logistics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitacre Logistics LLC'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 |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.0M | 99.6% | |
| Vanguard Target Retirement 2025 Fund Inv | Mutual Funds | — | — | $803K | 19.9% | |
| Vanguard Target Retirement 2045 Fund Inv | Mutual Funds | — | — | $696K | 17.3% | |
| Vanguard Target Retirement 2030 Fund Inv | Mutual Funds | — | — | $567K | 14.1% | |
| Vanguard Target Retirement 2035 Fund Inv | Mutual Funds | — | — | $529K | 13.1% | |
| Vanguard Target Retirement 2040 Fund Inv | Mutual Funds | — | — | $441K | 10.9% | |
| Vanguard Target Retirement 2055 Fund Inv | Mutual Funds | — | — | $329K | 8.2% | |
| Vanguard Target Retirement 2020 Fund Inv | Mutual Funds | — | — | $174K | 4.3% | |
| Vanguard Target Retirement 2050 Fund Inv | Mutual Funds | — | — | $140K | 3.5% | |
| Vanguard Total Stock Market Index Fund Adm | Common Collective Trusts | — | — | $95K | 2.4% | |
| Vanguard Target Retirement 2060 Fnd Inv | Mutual Funds | — | — | $59K | 1.5% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $38K | 0.9% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $38K | 0.9% | |
| Neuberger Berman Mid Cap Growth Fund R6 * 246 Victory Sycmr Est Vl Fd R6 * 239 Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A | Cash / Money Market | — | — | $29K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Inv | Mutual Funds | — | — | $27K | 0.7% | |
| American Funds AMCAP Fund R6 | Mutual Funds | — | — | $21K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Unallocated contract - Voya Fixed Account | Common Stocks | — | — | $16K | 0.4% | |
| Vanguard Target Retirement Income Fund Inv | Mutual Funds | — | — | $12K | 0.3% | |
| Vanguard Total International Stock Index Fund Adm | Common Collective Trusts | — | — | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
