Jennifer Monson signed States Logistics Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
States Logistics Services, Inc.'s EIN is 33-0782803.
Download the official 2024 Form 5500 (PDF) for States Logistics Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)States Logistics Services, Inc.'s plan includes an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUITY ADVISORS | 33-0204776 | — | VALUATION | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISORY | $40K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUTTERFIELD SCHECHTER LLP | 33-0829013 | — | LEGAL | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| States Logistics, Inc. Company Common Stock | Common Stocks | — | $2.7M | $15.7M | 59.7% | |
| Vanguard Information Tech ETF Mutual Fund | Mutual Funds | — | $331K | $724K | 2.8% | |
| Preferred Deposit Cash Interest-bearing cash | Cash / Money Market | — | $551K | $551K | 2.1% | |
| Vanguard Small Cap Mutual Fund | Mutual Funds | — | $462K | $550K | 2.1% | |
| Vanguard Financials ETF Mutual Fund | Mutual Funds | — | $224K | $380K | 1.4% | |
| Vanguard Scottsdale Funds Vanguard Interme Mutual Fund | Mutual Funds | — | $330K | $330K | 1.3% | |
| Ishares 20+ Year Treasury Bond ETF Mutual Fund | U.S. Treasuries | — | $317K | $312K | 1.2% | |
| Ishares Tr Core MSCI Eaf ETF Mutual Fund | Other securities | — | $305K | $307K | 1.2% | |
| Health Care Select SPDR Mutual Fund | Other securities | — | $230K | $284K | 1.1% | |
| Consumer Discretionary SPDR Mutual Fund | Other securities | — | $161K | $280K | 1.1% | |
| Vanguard Interm-Term Govt Bond Mutual Fund | U.S. Treasuries | — | $278K | $278K | 1.1% | |
| Ishares Core U.S. Aggregate Bond ETF Mutual Fund | Other securities | — | $277K | $277K | 1.1% | |
| Ishares MBS ETF Mutual Fund | Other securities | — | $283K | $276K | 1.1% | |
| Comm Services Select Sector Mutual Fund | Other securities | — | $152K | $273K | 1.0% | |
| Schwab Short-Term U.S. Treasury ETF Mutual Fund | Mutual Funds | — | $272K | $269K | 1.0% | |
| BLF Fedfund Cash Reserve Interest-bearing cash | Cash / Money Market | — | $214K | $214K | 0.8% | |
| CD Wells Fargo Bank Na Certificate of Deposit at 5.15% | Bonds / Notes | — | $243K | $200K | 0.8% | |
| Vaneck Semiconductor ETF Mutual Fund | Other securities | — | $123K | $180K | 0.7% | |
| Ishares Inc Core MSCI Emerging Mkts ETF Mutual Fund | Common Stocks | — | $137K | $138K | 0.5% | |
| Sector SPDR Industrial Mutual Fund | Other securities | — | $80K | $136K | 0.5% | |
| Sector SPDR Consmrs Stpl Mutual Fund | Other securities | — | $87K | $109K | 0.4% | |
| Invesco Preferred ETF Mutual Fund | Mutual Funds | — | $94K | $99K | 0.4% | |
| Sector SPDR Energy Mutual Fund | Other securities | — | $42K | $74K | 0.3% | |
| Global X Funds Shs U.S. Infrastructure Devfund ETF Mutual Fund | Common Stocks | — | $46K | $60K | 0.2% | |
| Invesco Kbw Bank ETF Mutual Fund | Mutual Funds | — | $40K | $56K | 0.2% | |
| Select Sector SPDR Fund Shs Mutual Fund | Real Estate | — | $47K | $52K | 0.2% | |
| SPDR Portfolio S&P 500 H Divid ETF Shs Mutual Fund | Common Collective Trusts | — | $54K | $51K | 0.2% | |
| Ishares Biotechnology ETF Mutual Fund | Other securities | — | $44K | $50K | 0.2% | |
| Ishares Tr U.S. Infrastructure ETF Mutual Fund | Other securities | — | $48K | $50K | 0.2% | |
| Ishares U.S. Home Construction ETF Mutual Fund | Other securities | — | $53K | $50K | 0.2% | |
| Fidelity MSCI Utilities Index Mutual Fund | Mutual Funds | — | $47K | $48K | 0.2% | |
| Blackrock Inc Reg Shs Equity Securities | Common Stocks | — | $38K | $47K | 0.2% | |
| Ishares Tips Bond ETF Mutual Fund | Other securities | — | $46K | $47K | 0.2% | |
| Ishares Edge MSCI Min Vol Emerging Markets ETF Mutual Fund | Other securities | — | $44K | $46K | 0.2% | |
| 1-Ml Bank Deposit Program Interest-bearing cash | Cash / Money Market | — | $45K | $45K | 0.2% | |
| Invesco Aerospace And Defense ETF Mutual Fund | Mutual Funds | — | $44K | $45K | 0.2% | |
| First Trust Cloud Computing ETF Mutual Fund | Other securities | — | $24K | $45K | 0.2% | |
| Jpmorgan Chase & Co Equity Securities | Common Stocks | — | $37K | $45K | 0.2% | |
| Ishares Edge MSCI Min Vol EAFE ETF Mutual Fund | Other securities | — | $42K | $44K | 0.2% | |
| Williams Companies Del Equity Securities | Other securities | — | $31K | $43K | 0.2% | |
| Broadcom Inc Equity Securities | Common Stocks | — | $22K | $39K | 0.1% | |
| Intl Business Machines Corp Ibm Equity Securities | Common Stocks | — | $33K | $38K | 0.1% | |
| Emerson Elec Co Equity Securities | Common Stocks | — | $33K | $38K | 0.1% | |
| Truist Finl Corp Equity Securities | Common Stocks | — | $31K | $35K | 0.1% | |
| Kenvue Inc Equity Securities 320 Kinder Morgan Inc. Del Equity Securities | Common Stocks | — | $22K | $32K | 0.1% | |
| Materials Select Sector SPDR Fund Mutual Fund | Other securities | — | $24K | $32K | 0.1% | |
| Alphabet Inc Shs Cl A Equity Securities | Common Stocks | — | $26K | $28K | 0.1% | |
| Medtronic PLC Shs Equity Securities | Common Stocks | — | $28K | $27K | 0.1% | |
| Simon Property Group Del Reit Equity Securities | Common Stocks | — | $23K | $27K | 0.1% | |
| Hewlett Packard Enterprise Co Equity Securities | Common Stocks | — | $22K | $26K | <0.1% |
