Steffanie Wyant signed Comprehensive Logistics Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comprehensive Logistics Co., LLC's EIN is 34-1821646.
Download the official 2024 Form 5500 (PDF) for Comprehensive Logistics Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Comprehensive Logistics Co., LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $41K | — |
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 FDM IDX 2035 PRM Mutual Fund | Common Collective Trusts | — | — | $2.3M | 14.0% | |
| FID FDM IDX 2030 PRM Mutual Fund | Common Collective Trusts | — | — | $2.2M | 13.3% | |
| FID FDM IDX 2040 PRM Mutual Fund | Common Collective Trusts | — | — | $2.2M | 13.2% | |
| FID FDM IDX 2025 PRM Mutual Fund | Common Collective Trusts | — | — | $1.4M | 8.4% | |
| FID FDM IDX 2050 PRM Mutual Fund | Common Collective Trusts | — | — | $1.2M | 7.3% | |
| FID FDM IDX 2045 PRM Mutual Fund | Common Collective Trusts | — | — | $1.1M | 6.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $853K | 5.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $778K | 4.8% | |
| FID FDM IDX 2060 PRM Mutual Fund | Common Collective Trusts | — | — | $746K | 4.6% | |
| FID FDM IDX 2055 PRM Mutual Fund | Common Collective Trusts | — | — | $712K | 4.4% | |
| OUTSTANDING LOAN BALANCE 4.25% - 10.50% | Bonds / Notes | — | — | $710K | 4.4% | |
| FID FDM IDX 2065 PRM Mutual Fund | Common Collective Trusts | — | — | $409K | 2.5% | |
| FID FDM IDX 2020 PRM Mutual Fund | Common Collective Trusts | — | — | $346K | 2.1% | |
| CBA LG CAP GR I Mutual Fund | Other securities | — | — | $276K | 1.7% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $225K | 1.4% | |
| FID FDM IDX 2015 PRM Mutual Fund | Common Collective Trusts | — | — | $192K | 1.2% | |
| PUTN LG CAP VAL R6 Mutual Fund | Other securities | — | — | $156K | 1.0% | |
| JHANCOCK BOND R6 Mutual Fund | Other securities | — | — | $112K | 0.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $69K | 0.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $64K | 0.4% | |
| BLKRK MD CP GR EQ K Mutual Fund | Other securities | — | — | $62K | 0.4% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $57K | 0.3% | |
| UM BEHAVIORAL VAL R6 Mutual Fund | Other securities | — | — | $55K | 0.3% | |
| GS EM MKT EQ INS IS Mutual Fund | Other securities | — | — | $51K | 0.3% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $41K | 0.3% | |
| AM CENT MD CP VAL R6 Mutual Fund | Other securities | — | — | $38K | 0.2% | |
| INVS DISCOVERY R6 Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $27K | 0.2% | |
| PT P FGN VL SM CAP O Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| FID FDM IDX 2010 PRM Mutual Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| FID GOVT MMKT K6 Money Market | Mutual Funds | — | — | $8K | <0.1% | |
| FID FDM IDX 2070 PRM Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| FID FDM IDX INC PRM Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
