BART Middleton signed Online Transport, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Online Transport, Inc.'s EIN is 35-2092902.
Download the official 2024 Form 5500 (PDF) for Online Transport, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Online Transport, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONLINE TRANSPORT INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retire R6 45,227 | Mutual Funds | — | — | $930K | 12.1% | |
| Vanguard 500 Index Admiral 1,565 | Common Collective Trusts | — | — | $850K | 11.0% | |
| American Funds 2055 Target Date Retire R6 27,974 | Mutual Funds | — | — | $739K | 9.6% | |
| American Funds 2025 Target Date Retire R6 45,437 | Mutual Funds | — | — | $690K | 9.0% | |
| American Funds 2030 Target Date Retire R6 33,614 | Mutual Funds | — | — | $581K | 7.5% | |
| MFS Growth Fund R6 2,669 | Mutual Funds | — | — | $543K | 7.1% | |
| American Funds 2035 Target Date Retire R6 24,912 | Mutual Funds | — | — | $474K | 6.2% | |
| American Funds 2045 Target Date Retire R6 21,607 | Mutual Funds | — | — | $458K | 5.9% | |
| American Funds New Perspective Fund R6 6,171 | Mutual Funds | — | — | $384K | 5.0% | |
| American Funds 2050 Target Date Retire R6 17,567 | Mutual Funds | — | — | $367K | 4.8% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 175,014 | Mutual Funds | — | — | $338K | 4.4% | |
| American Funds Balanced Fund R6 7,455 | Mutual Funds | — | — | $256K | 3.3% | |
| Vanguard Small-Cap Index Admiral 1,899 | Mutual Funds | — | — | $219K | 2.8% | |
| American Funds 2060 Target Date Retire R6 11,232 | Mutual Funds | — | — | $201K | 2.6% | |
| Vanguard Developed Markets Index Admiral 11,180 | Mutual Funds | — | — | $172K | 2.2% | |
| Vanguard Total Bond Market Index Admiral 13,049 | Mutual Funds | — | — | $124K | 1.6% | |
| Pioneer Bond Fund K 14,473 | Other securities | — | — | $119K | 1.5% | |
| Vanguard Mid-Cap Index Admiral 240 | Mutual Funds | — | — | $79K | 1.0% | |
| REGISTERED INVESTMENT COMPANIES American Funds 2020 Target Date Retire R6 4,803 | Mutual Funds | — | — | $65K | 0.8% | |
| Vanguard Explorer Fund Admiral 499 | Mutual Funds | — | — | $53K | 0.7% | |
| JPMorgan Equity Income Fund R6 1,833 | Other securities | — | — | $44K | 0.6% | |
| Vanguard Real Estate Index Admiral 95 | Mutual Funds | — | — | $12K | 0.2% | |
| Undiscovered Managers Behavioral Value R6 55 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENFIELD, IN |
| OTHER |
| $16K |
| — |
