AMY Lasche signed Bulkmatic Transport Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bulkmatic Transport Company's EIN is 36-2589105.
Download the official 2024 Form 5500 (PDF) for Bulkmatic Transport Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bulkmatic Transport Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $91K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $7.0M | 17.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.4M | 8.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $3.2M | 8.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $3.0M | 7.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.8M | 7.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 6.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 6.0% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 5.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 5.0% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.9M | 4.7% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $1.5M | 3.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.4M | 3.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $812K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $797K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $690K | 1.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $507K | 1.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $495K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $258K | 0.7% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $243K | 0.6% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $232K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $171K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $145K | 0.4% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $70K | 0.2% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $20K | <0.1% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $15K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $84K |
| — |
