TRANSPORTATION CHARTER SERVICES, INC.
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Service providers (Schedule C)
5 rows| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS | 27-3188744 | ST GEORGE, UT | INVESTMENT ADVISOR | $0 | — |
| EMPOWER ADVISORY GROUP | 84-0532243 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKY MOUNTAIN EMPLOYEE BENEFITS | 87-0364490 | MIDVALE, UT | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT ADVISORS | 59-2742314 | MIAMI, FL | AUDITOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWFS EQUITIES INC | 84-0467907 | GREENWOOD VILLAGE, CA | INSURANCE | $0 | — |
Investments
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SIA TARGET DATE 2060 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2020 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2030 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2025 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2055 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2040 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2045 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2050 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA TARGET DATE 2035 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |
| SIA LARGE CAP GROWTH 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 36-0326013 / PN 001 | Common Collective Trust | $0 | — |