LISA HEIM signed RJW Logistics, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RJW Logistics, Inc.'s EIN is 36-3248784.
Download the official 2022 Form 5500 (PDF) for RJW Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)RJW Logistics, Inc.'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 |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $832K | 10.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $819K | 10.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $707K | 8.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $641K | 8.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $639K | 8.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $563K | 7.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $560K | 7.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $468K | 5.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $429K | 5.3% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $325K | 4.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $224K | 2.8% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $217K | 2.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $156K | 1.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $128K | 1.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $116K | 1.4% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $110K | 1.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $88K | 1.1% | |
| ALLSPRING CORE BOND R6 | Registered Investment Companies | — | — | $80K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $66K | 0.8% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $56K | 0.7% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $46K | 0.6% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $43K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $43K | 0.5% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $39K | 0.5% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $32K | 0.4% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $23K | 0.3% | |
| BNYM INTERNATIONAL BOND - I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $18K |
| — |
