Lawrence Wilkerson signed Logistics Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Logistics Systems, Inc.'s EIN is 30-0226150.
Download the official 2024 Form 5500 (PDF) for Logistics Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Logistics Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES LLC | 84-4383499 | — | ADVISOR | $12K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $571K | 10.4% | |
| Fidelity Freedom Index 2040 Fund " | Mutual Funds | — | — | $504K | 9.2% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $449K | 8.2% | |
| Fidelity Freedom Index 2045 Fund " | Mutual Funds | — | — | $425K | 7.8% | |
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $400K | 7.3% | |
| Fidelity Freedom Index 2025 Fund " | Mutual Funds | — | — | $383K | 7.0% | |
| AB Large Cap Growth Fund Advisors " | Other securities | — | — | $317K | 5.8% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $291K | 5.3% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $289K | 5.3% | |
| Fidelity Freedom Index 2010 Fund " ** 548 * Fidelity Freedom Index 2015 Fund " ** 560 * Fidelity Freedom Index 2020 Fund " | Mutual Funds | — | — | $199K | 3.6% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $188K | 3.4% | |
| Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $184K | 3.4% | |
| Columbia Dividend Income Fund Class I3 " | Other securities | — | — | $133K | 2.4% | |
| Fidelity Select Technology Portfolio Fund " | Mutual Funds | — | — | $124K | 2.3% | |
| JPMorgan Emerging Markets Equity Fund Class R6 " | Other securities | — | — | $109K | 2.0% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $91K | 1.7% | |
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $88K | 1.6% | |
| Fidelity Freedom Index 2060 Fund " | Mutual Funds | — | — | $87K | 1.6% | |
| MFS Mid Cap Growth Fund Class R6 " | Mutual Funds | — | — | $66K | 1.2% | |
| Fidelity NASDAQ Composite Index Fund " | Common Collective Trusts | — | — | $62K | 1.1% | |
| American Funds The Bond Fund of America R6 " | Mutual Funds | — | — | $57K | 1.0% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $56K | 1.0% | |
| PIMCO International Bond Fund (US Dollar-Hedged) " ** 535 Eaton Vance Short Duration Government Income Fund " ** 537 Parametric International Equity I Fund " | Mutual Funds | — | — | $54K | 1.0% | |
| Macquarie Small Cap Growth Fund Class Institutional " | Other securities | — | — | $12K | 0.2% | |
| American Century Mid Cap Value Fund Class R6 " | Other securities | — | — | $11K | 0.2% | |
| Fidelity Freedom Index 2065 Fund " | Mutual Funds | — | — | $8K | 0.2% | |
| Allspring Special Small Cap Value Fund R6 " | Other securities | — | — | $6K | 0.1% | |
| PGIM High Yield Fund Class R6 " | Other securities | — | — | $6K | 0.1% | |
| Fidelity Small Cap Value Fund " | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Real Estate Investment Portfolio " | Mutual Funds | — | — | $3K | <0.1% | |
| BNY Melon Global Real Return Fund Class Y Mutual fund ** 187 PIMCO Income A " | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Fund " | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Select Utilities Portfolio " | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
