Michele Truhe signed IDI Logistics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IDI Logistics, LLC's EIN is 32-0422688.
Download the official 2024 Form 5500 (PDF) for IDI Logistics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IDI Logistics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Contrafund K Mutual Fund | Mutual Funds | — | — | $7.0M | 18.8% | |
| Fid 500 Index Pr Mutual Fund | Common Collective Trusts | — | — | $6.5M | 17.4% | |
| Fid Puritan K Mutual Fund | Mutual Funds | — | — | $4.1M | 11.0% | |
| JPM Smrtret 2045 Fund Mutual Fund | Other securities | — | — | $2.2M | 6.0% | |
| JPM Smrtret 2035 Fund Mutual Fund | Other securities | — | — | $1.3M | 3.4% | |
| TCHSTN LG CAP FOC Y Mutual Fund | Other securities | — | — | $1.2M | 3.2% | |
| J H Enterprise T Mutual Fund | Other securities | — | — | $1.2M | 3.1% | |
| JPM Smrtret 2050 Fund Mutual Fund | Other securities | — | — | $1.0M | 2.8% | |
| JPM Smrtret 2030 Fund Mutual Fund | Other securities | — | — | $915K | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM STABLE VALUE · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $822K | 2.2% | |
| PIF MID CAP EQUITY IV PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $820K | 2.2% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $814K | 2.2% | |
| Fid US Bond Idx Pr Mutual Fund | Common Collective Trusts | — | — | $765K | 2.1% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTN LG CP VAL TR IA · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $705K | 1.9% | |
| Fid Diversifd Intl K Mutual Fund | Mutual Funds | — | — | $655K | 1.8% | |
| JPM Smrtret 2055 Fund Mutual Fund | Other securities | — | — | $651K | 1.7% | |
| Self-directed Brokerage Accounts Common Stock | Self-Directed Brokerage | — | — | $639K | 1.7% | |
| Fid Low Priced Stk K Mutual Fund | Mutual Funds | — | — | $621K | 1.7% | |
| JPM Smrtret 2025 Fund Mutual Fund | Other securities | — | — | $554K | 1.5% | |
| Conestoga Small Cap Mutual Fund | Other securities | — | — | $551K | 1.5% | |
| Fid Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $512K | 1.4% | |
| PIM Total Return A Mutual Fund | Other securities | — | — | $468K | 1.3% | |
| Self-directed Brokerage Accounts Mutual Fund | Self-Directed Brokerage | — | — | $425K | 1.1% | |
| JPM Smrtret 2060 Fund Mutual Fund | Other securities | — | — | $423K | 1.1% | |
| JPM Smrtret Income Fund Mutual Fund | Other securities | — | — | $333K | 0.9% | |
| American Beacon Small Cap Value Fund Mutual Fund | Other securities | — | — | $312K | 0.8% | |
| JPM Smrtret 2020 Fund Mutual Fund | Other securities | — | — | $214K | 0.6% | |
| Fid St Tr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $211K | 0.6% | |
| Self-directed Brokerage Accounts Money Market | Self-Directed Brokerage | — | — | $127K | 0.3% | |
| to 9.50%, various maturity dates | Bonds / Notes | — | — | $125K | 0.3% | |
| Cohen & Steers Rlty Mutual Fund | Other securities | — | — | $90K | 0.2% | |
| Fid Strat real Ret Mutual Fund | Mutual Funds | — | — | $83K | 0.2% | |
| Self-directed Brokerage Accounts Corporate Bond | Self-Directed Brokerage | — | — | $59K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
