Jason Long signed Beelman Truck Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beelman Truck Company's EIN is 37-1047673.
Download the official 2024 Form 5500 (PDF) for Beelman Truck Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beelman Truck Company'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 |
|---|---|---|---|---|---|
| ASCENSUS C/O FUTUREPLAN | 82-3719843 | — | THIRD PARTY ADMINISTRATO | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE INVESTMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $40.2M | 89.1% | |
| PIMCO RealPath Blend 2035 Mutual Fund | Mutual Funds | — | — | $7.2M | 15.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.5M | 12.2% | |
| Large Cap Growth Fund Mutual Fund | Other securities | — | — | $3.8M | 8.4% | |
| Voya Fixed Account General Account | Other securities | — | — | $3.7M | 8.2% | |
| PIMCO RealPath Blend 2045 Mutual Fund | Mutual Funds | — | — | $3.5M | 7.8% | |
| PIMCO RealPath Blend 2030 Mutual Fund | Mutual Funds | — | — | $3.1M | 6.8% | |
| PIMCO RealPath Blend 2025 Mutual Fund | Mutual Funds | — | — | $2.3M | 5.1% | |
| PIMCO RealPath Blend 2040 Mutual Fund | Mutual Funds | — | — | $2.3M | 5.0% | |
| PIMCO RealPath Blend 2050 Mutual Fund | Mutual Funds | — | — | $1.9M | 4.3% | |
| PIMCO RealPath Blend 2055 Mutual Fund | Mutual Funds | — | — | $1.8M | 4.1% | |
| party Description of Investment Value American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 4.1% | |
| Large Cap Value Fund Mutual Fund | Other securities | — | — | $1.6M | 3.6% | |
| PIMCO RealPath Blend 2060 Mutual Fund | Mutual Funds | — | — | $1.6M | 3.6% | |
| Inv Core Bond Fund Mutual Fund | Other securities | — | — | $1.4M | 3.2% | |
| Maturity is 1 to 60 months; * Notes Receivable from Participants Interest is 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 2.7% | |
| International Equity Fund Mutual Fund | Other securities | — | — | $779K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $422K | 0.9% | |
| PIMCO Realpath Blend Inc Ins Mutual Fund | Mutual Funds | — | — | $368K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $216K | 0.5% | |
| PIMCO RealPath Blend 2065 Mutual Fund | Mutual Funds | — | — | $141K | 0.3% | |
| Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $141K | 0.3% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $103K | 0.2% | |
| BlackRock Mid Cap Growth Equity Fund Mutual Fund - Fidelity Inflation Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $47K | 0.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $42K | <0.1% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $30K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Voya Government Money Market Fund Mutual Fund | Cash / Money Market | — | — | $6K | <0.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| State Street Russell Small Cap Value Index Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STANLEY, DIRNBERGER, HOPPER ASSP | 43-1500106 | — | SERVICE PROVIDER | $6K | — |
| WEALTH ADVISORY SERVICES, LLC | 99-2539506 | — | SERVICE PROVIDER | $0 | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
