Michael Gully signed Gully Transportation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gully Transportation, Inc.'s EIN is 37-0646764.
Download the official 2024 Form 5500 (PDF) for Gully Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gully Transportation, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | — | SPRINGFIELD, MO | AUDITOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement R3 120,815 shares | Mutual Funds | — | $121K | $1.8M | 22.4% | |
| American Funds 2030 Target Date Retirement R3 98,037 shares | Mutual Funds | — | $98K | $1.7M | 20.7% | |
| American Funds 2035 Target Date Retirement R3 88,823 shares | Mutual Funds | — | $89K | $1.7M | 20.6% | |
| American Funds 2020 Target Date Retirement R3 65,751 shares | Mutual Funds | — | $66K | $874K | 10.9% | |
| Common Collective Trust Fund Reliance Trust Company Stable Value Fund 1,359 units | Stable Value | — | $1K | $297K | 3.7% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $297K | 3.7% | |
| s * American Funds 2010 Target Date Retirement R3 25,704 shares | Mutual Funds | — | $26K | $296K | 3.7% | |
| American Funds 2045 Target Date Retirement R3 13,702 shares | Mutual Funds | — | $14K | $284K | 3.5% | |
| Notes Receivable From Participants, Various Maturity Dates Through 2029, Interest Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $162K | 2.0% | |
| American Funds American Balanced R3 4,687 shares | Mutual Funds | — | $5K | $160K | 2.0% | |
| American Funds 2040 Target Date Retirement R3 7,879 shares | Mutual Funds | — | $8K | $159K | 2.0% | |
| American Funds 2015 Target Date Retirement R3 9,299 shares | Mutual Funds | — | $9K | $113K | 1.4% | |
| American Funds 2065 Target Date Retirement R3 4,129 shares | Mutual Funds | — | $4K | $72K | 0.9% | |
| American Funds American Mutual Fund R3 1,284 shares | Mutual Funds | — | $1K | $70K | 0.9% | |
| American Funds Fundamental Investors R3 823 shares | Mutual Funds | — | — | $67K | 0.8% | |
| American Funds AMCAP Fund R3 1,315 shares | Mutual Funds | — | $1K | $53K | 0.7% | |
| American Funds 2055 Target Date Retirement R3 1,886 shares | Mutual Funds | — | $2K | $49K | 0.6% | |
| American Funds 2060 Target Date Retirement R3 2,608 shares | Mutual Funds | — | $3K | $46K | 0.6% | |
| PIMCO Income Fund R 4,013 shares | Mutual Funds | — | $4K | $42K | 0.5% | |
| American Funds 2050 Target Date Retirement R3 1,872 shares | Mutual Funds | — | $2K | $38K | 0.5% | |
| MFS Growth Fund R2 224 shares | Mutual Funds | — | — | $37K | 0.5% | |
| American Funds New PerspectiveFund R3 616 shares | Mutual Funds | — | — | $37K | 0.5% | |
| Invesco Real Estate Fund R 1,449 shares | Mutual Funds | — | $1K | $24K | 0.3% | |
| American Funds Smallcap World Fund R3 304 shares | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds Europacific Growth R3 121 shares | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2070 Target Date Retirement R3 238 shares | Mutual Funds | — | — | $3K | <0.1% | |
| MFS International Intrinsic Value Fund R2 71 shares | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds New World Fund R3 23 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
