Matthew Percy signed A.D. Transport Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A.D. Transport Express, Inc.'s EIN is 38-2655274.
Download the official 2024 Form 5500 (PDF) for A.D. Transport Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A.D. Transport Express, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Registered Investment Companies | — | — | $1.9M | 21.5% | |
| Vanguard Total Bond Market | Registered Investment Companies | — | — | $1.3M | 14.1% | |
| Harbor Capital Appreciation | Registered Investment Companies | — | — | $799K | 9.0% | |
| TIAA-CREF International Retirement | Registered Investment Companies | — | — | $655K | 7.4% | |
| American Funds New World | Registered Investment Companies | — | — | $633K | 7.1% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $593K | 6.7% | |
| Hotchkis and Wiley High Yield | Registered Investment Companies | — | — | $463K | 5.2% | |
| American Funds American Balanced | Registered Investment Companies | — | — | $402K | 4.5% | |
| Dodge & Cox Income | Registered Investment Companies | — | — | $352K | 4.0% | |
| with various maturity dates through October 2029 | Other securities | — | — | $278K | 3.1% | |
| Columbia Small Cap | Registered Investment Companies | — | — | $237K | 2.7% | |
| Columbia Mid Cap Index | Registered Investment Companies | — | — | $231K | 2.6% | |
| American Funds Europacific Growth | Registered Investment Companies | — | — | $216K | 2.4% | |
| T. Rowe Price Integrated US Small Growth Equity | Registered Investment Companies | — | — | $205K | 2.3% | |
| Artisan Mid Cap | Registered Investment Companies | — | — | $177K | 2.0% | |
| Cohen & Steers Realty Shares | Registered Investment Companies | — | — | $129K | 1.4% | |
| American Beacon Small Cap Value | Registered Investment Companies | — | — | $115K | 1.3% | |
| Allspring Special Mid Cap Value | Registered Investment Companies | — | — | $63K | 0.7% | |
| Vanguard Target Retirement 2060 | Registered Investment Companies | — | — | $63K | 0.7% | |
| Vanguard Target Retirement Income | Registered Investment Companies | — | — | $56K | 0.6% | |
| MFS Value Fund | Registered Investment Companies | — | — | $47K | 0.5% | |
| Vanguard Target Retirement 2035 | Registered Investment Companies | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIFTH THIRD BANK |
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MRPR GROUP PC | — | SOUTHFIELD, MI | AUDITOR | $9K | — |
