John KOPP, Jr. signed ITG Transportation Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ITG Transportation Services, Inc.'s EIN is 36-3860725.
Download the official 2023 Form 5500 (PDF) for ITG Transportation Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ITG Transportation Services, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 31-1316299 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund 14,474 | Mutual Funds | — | — | $569K | 16.0% | |
| Vanguard Target Retirement 2035 Fund 23,354 | Mutual Funds | — | — | $517K | 14.5% | |
| Vanguard Target Retirement 2045 Fund 16,183 | Mutual Funds | — | — | $431K | 12.1% | |
| Vanguard Target Retirement 2030 Fund 11,817 | Mutual Funds | — | — | $419K | 11.8% | |
| Vanguard Target Retirement 2025 Fund 17,659 | Mutual Funds | — | — | $325K | 9.1% | |
| Vanguard Target Retirement 2020 Fund 10,483 | Mutual Funds | — | — | $282K | 7.9% | |
| Vanguard Target Retirement 2055 Fund 4,220 | Mutual Funds | — | — | $209K | 5.9% | |
| Vanguard Target Retirement Income Fund 15,362 | Mutual Funds | — | — | $200K | 5.6% | |
| Vanguard Target Retirement 2060 Fund 2,453 | Mutual Funds | — | — | $112K | 3.1% | |
| Vanguard Target Retirement 2050 Fund 2,372 | Mutual Funds | — | — | $105K | 3.0% | |
| Fidelity 500 Index Fund 594 | Common Collective Trusts | — | — | $98K | 2.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through August 2028 0 | Bonds / Notes | — | — | $69K | 1.9% | |
| Harbor Capital Appreciation Institutional Fund 302 | Other securities | — | — | $29K | 0.8% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund K6 27,491 | Mutual Funds | — | — | $27K | 0.8% | |
| Vanguard Target Retirement 2065 Fund 857 | Mutual Funds | — | — | $26K | 0.7% | |
| Fidelity Small Cap Index Fund 1,020 | Common Collective Trusts | — | — | $26K | 0.7% | |
| Fidelity Mid Cap Index Fund 672 | Common Collective Trusts | — | — | $20K | 0.6% | |
| Goldman Sachs Emerging Markets Equity Fund R6 890 | Other securities | — | — | $19K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund R6 224 | Other securities | — | — | $17K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral 129 | Common Collective Trusts | — | — | $16K | 0.5% | |
| Principal SmallCap Growth Fund I 743 | Other securities | — | — | $11K | 0.3% | |
| American Century Small Cap Value Fund R6 944 | Other securities | — | — | $10K | 0.3% | |
| Fidelity U.S. Bond Index Fund 647 | Common Collective Trusts | — | — | $7K | 0.2% | |
| Fidelity International Index Fund 132 | Common Collective Trusts | — | — | $6K | 0.2% | |
| MetWest Total Return Bond Fund P 600 | Other securities | — | — | $5K | 0.1% | |
| REGISTERED INVESTMENT COMPANIES American Funds Europacific Growth Fund R6 71 | Mutual Funds | — | — | $4K | 0.1% | |
| JPMorgan Equity Income Fund R6 149 | Other securities | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Fund R6 87 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
