John Frigge signed Palmer Trucks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palmer Trucks, Inc.'s EIN is 35-1112033.
Download the official 2024 Form 5500 (PDF) for Palmer Trucks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palmer Trucks, Inc.'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 | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS LLC | 45-5291215 | — | ADVISOR | $30K | — |
| BEMANAGED |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Retirement Date Fund 217,707.24 Shares | Mutual Funds | — | — | $4.1M | 10.4% | |
| Fidelity 500 Index Fund 19,678.92 Shares | Common Collective Trusts | — | — | $4.0M | 10.1% | |
| American Funds 2030 Target Retirement Date Fund 209,933.92 Shares | Mutual Funds | — | — | $3.6M | 9.1% | |
| American Funds 2045 Target Retirement Date Fund 154,310.03 Shares | Mutual Funds | — | — | $3.3M | 8.2% | |
| American Funds 2055 Target Retirement Date Fund 103,193.30 Shares | Mutual Funds | — | — | $2.7M | 6.9% | |
| American Funds 2050 Target Retirement Date Fund 126,190.30 Shares | Mutual Funds | — | — | $2.6M | 6.6% | |
| Fidelity Large Capital Growth Index 67,308.94 Shares | Mutual Funds | — | — | $2.6M | 6.6% | |
| American Funds 2025 Target Retirement Date Fund 164,021.76 Shares | Mutual Funds | — | — | $2.5M | 6.3% | |
| American Funds 2060 Target Retirement Date Fund 121,266.11 Shares | Mutual Funds | — | — | $2.2M | 5.5% | |
| American Funds 2040 Target Retirement Date Fund 89,556.57 Shares | Mutual Funds | — | — | $1.8M | 4.6% | |
| Vanguard Equity Income Fund 19,798.28 Shares | Mutual Funds | — | — | $1.7M | 4.4% | |
| Vanguard Small Cap Index Fund 11,894.66 Shares | Common Collective Trusts | — | — | $1.4M | 3.5% | |
| Participant Loans (interest rate range 4.25%-9.50%) | Bonds / Notes | — | — | $1.1M | 2.8% | |
| Fidelity Total Bond K6 Fund 124,988.86 Shares | Mutual Funds | — | — | $1.1M | 2.7% | |
| American Funds EuroPacific Growth Fund 16,708.11 Shares | Mutual Funds | — | — | $898K | 2.3% | |
| Carillon Eagle Mid Cap Growth Fund 10,456.30 Shares | Other securities | — | — | $815K | 2.1% | |
| PIMCO Short-Term Institutional Fund 47,068.18 Shares | Mutual Funds | — | — | $564K | 1.4% | |
| American Century Mid Cap Value Fund 35,594.92 Shares | Other securities | — | — | $553K | 1.4% | |
| Vanguard Federal Money Market Fund 400,453.66 Shares | Mutual Funds | — | — | $400K | 1.0% | |
| Principal Global Real Estate 39,907.58 Shares | Other securities | — | — | $364K | 0.9% | |
| American Funds 2015 Target Retirement Date Fund 29,014.59 Shares | Mutual Funds | — | — | $355K | 0.9% | |
| American Funds 2020 Target Retirement Date Fund 25,802.30 Shares | Mutual Funds | — | — | $347K | 0.9% | |
| American Funds New World Fund 3,345.29 Shares | Mutual Funds | — | — | $257K | 0.6% | |
| Registered Investment Companies PIMCO Income Fund 20,182.68 Shares | Mutual Funds | — | — | $212K | 0.5% | |
| American Funds 2010 Target Retirement Date Fund 1,995.16 Shares | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-3835428 |
| — |
| CONSULTANT |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $12K | — |
