Gloria Wunschel signed Patson, Inc. DBA Transchicago's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patson, Inc. DBA Transchicago's EIN is 36-3198663.
Download the official 2024 Form 5500 (PDF) for Patson, Inc. DBA Transchicago from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patson, Inc. DBA Transchicago'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 | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.4M | 19.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.8M | 10.1% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $946K | 5.4% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $777K | 4.4% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $764K | 4.4% | |
| JPM SMART RET BLEND 2045 R6 | Registered Investment Companies | — | — | $733K | 4.2% | |
| LORD ABBETT INCOME FUND R6 | Registered Investment Companies | — | — | $724K | 4.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $712K | 4.1% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $698K | 4.0% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $672K | 3.8% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $643K | 3.7% | |
| FRANKLIN RISING DIVIDENDS R6 | Registered Investment Companies | — | — | $640K | 3.6% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $631K | 3.6% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $608K | 3.5% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $591K | 3.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $547K | 3.1% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $418K | 2.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $378K | 2.2% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $375K | 2.1% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $199K | 1.1% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $189K | 1.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $186K | 1.1% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $183K | 1.0% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $182K | 1.0% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $81K | 0.5% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $53K | 0.3% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $28K | 0.2% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $3K | <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 |
| $45K |
| — |
