LISA Ruswick signed Planes Moving & Storage, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planes Moving & Storage, Inc.'s EIN is 31-0585402.
Download the official 2023 Form 5500 (PDF) for Planes Moving & Storage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Planes Moving & Storage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American FundsGrowth Fnd F1 | Mutual Funds | — | — | $6.8M | 21.0% | |
| AMG Yacktman Fund I | Other securities | — | — | $4.4M | 13.8% | |
| Voya Fixed Account | Other securities | — | — | $3.5M | 10.9% | |
| Franklin S&P500 Index Fd D | Common Collective Trusts | — | — | $2.9M | 9.1% | |
| American Funds EuroPacific Grw F1 | Mutual Funds | — | — | $1.7M | 5.3% | |
| Columbia TotalReturn Bond Fd Inst | Other securities | — | — | $1.6M | 4.9% | |
| Baron Growth Fund Ret | Other securities | — | — | $1.4M | 4.5% | |
| TRowePrc Retirement2050 Fund Adv | Other securities | — | — | $1.4M | 4.3% | |
| TRowePrc Retirement2055 Fund Adv | Other securities | — | — | $999K | 3.1% | |
| VY JPM MdCp Value Port I | Other securities | — | — | $949K | 2.9% | |
| TRowePrc Retirement2045 Fund Adv | Other securities | — | — | $829K | 2.6% | |
| TRowePrc Retirement2025 Fund Adv | Other securities | — | — | $761K | 2.4% | |
| Dlwr Emerging Markets Fund Inst | Other securities | — | — | $727K | 2.3% | |
| American FundsAm Balanced F1 | Mutual Funds | — | — | $706K | 2.2% | |
| TRowePrc Retirement2030 Fund Adv | Other securities | — | — | $692K | 2.1% | |
| TRowePrc Retirement2035 Fund Adv | Other securities | — | — | $651K | 2.0% | |
| TRowePrc Retirement2040 Fund Adv | Other securities | — | — | $542K | 1.7% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $383K | 1.2% | |
| Columbia Small Cap Index Fnd A | Other securities | — | — | $341K | 1.1% | |
| Notes receivable from participants | Other securities | — | — | $287K | 0.9% | |
| Inv Gold &Spec Min Fd A | Other securities | — | — | $220K | 0.7% | |
| TRwPr Retirement2060 Fund Adv | Other securities | — | — | $127K | 0.4% | |
| TRowePrc Retirement2020 Fund Adv | Other securities | — | — | $94K | 0.3% | |
| Voya Gov Money MktFnd A (Hold Acct) | Cash / Money Market | — | — | $68K | 0.2% | |
| TRowePrc RetirementBalanced Fnd Adv | Other securities | — | — | $45K | 0.1% | |
| TRwPr Retirement2065 Fund Adv | Other securities | — | — | $17K | <0.1% | |
| TRowePrc Retirement2005 Fund Adv | Other securities | — | — | $15K | <0.1% | |
| TRowePrc Retirement2010 Fund Adv | Other securities | — | — | $921 | <0.1% | |
| TRowePrc Retirement2015 Fund Adv | Other securities | — | — | $12 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
