LISA M Shashek signed Cassens Transport Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cassens Transport Company's EIN is 37-0209195.
Download the official 2024 Form 5500 (PDF) for Cassens Transport Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cassens Transport Company'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUSEY WEALTH MANAGEMENT | 37-0613731 | — | NONE | $104K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| First Busey Corporation* See Attached Schedules | Common Stocks | — | $16.8M | $17.1M | 27.7% | |
| See Attached Schedules | Common Stocks | — | $10.6M | $14.4M | 23.4% | |
| Charles Schwab Trust Bank* See Attached Schedules | Mutual Funds | — | $8.7M | $10.2M | 16.6% | |
| See Attached Schedules | Corporate Bonds | — | — | $8.0M | 13.1% | |
| U.S. Government Obligations See Attached Schedules | Other securities | — | $8.7M | $7.6M | 12.3% | |
| Exchange Traded Funds See Attached Schedules | Other securities | — | $1.8M | $1.9M | 3.0% | |
| lssuer Description of lnvestments Cost Current Value Money Market Accounts Goldman Sachs Fin Square Treasury See Attached Schedules | Cash / Money Market | — | — | $1.3M | 2.1% | |
| Foreign Stocks See Attached Schedules 963,7'19 | Other securities | — | — | $1.0M | 1.7% | |
| Foreign Bonds See Attached Schedules | Other securities | — | $198K | $173K | 0.3% | |
| December 31 | Other securities | — | — | $31K | <0.1% | |
| Schwab Bank Savings* See Attached Schedules | Mutual Funds | — | $11K | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
