Steve Schunk signed Northern Logistics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northern Logistics, Inc.'s EIN is 38-3083771.
Download the official 2024 Form 5500 (PDF) for Northern Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northern Logistics, Inc.'s plan includes profit-sharing, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED |
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 | |||||
|---|---|---|---|---|---|---|
| Empower S&P 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 21.1% | |
| American Funds American Funds Fundamental Fund | Mutual Funds | — | — | $485K | 10.1% | |
| Empower Lifetime 2045 Fund | Other securities | — | — | $375K | 7.8% | |
| Empower Lifetime 2055 Fund | Other securities | — | — | $349K | 7.3% | |
| American Funds American Funds Amcap Fund | Mutual Funds | — | — | $337K | 7.0% | |
| Empower Lifetime 2050 Fund | Other securities | — | — | $335K | 7.0% | |
| Empower Lifetime 2030 Fund | Other securities | — | — | $233K | 4.8% | |
| Empower Lifetime 2040 Fund | Other securities | — | — | $210K | 4.4% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $200K | 4.2% | |
| Empower Lifetime 2035 Fund | Other securities | — | — | $126K | 2.6% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $108K | 2.2% | |
| Empower S&P Midcap 400 Index Fund | Common Collective Trusts | — | — | $94K | 2.0% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $91K | 1.9% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $83K | 1.7% | |
| Janus Henderson Janus Henderson Global Research Fund ** 484 Janus Henderson Janus Henderson Venture Fund | Mutual Funds | — | — | $80K | 1.7% | |
| Empower Lifetime 2025 Fund | Other securities | — | — | $71K | 1.5% | |
| Empower S&P Small Cap 600 Index Fund | Common Collective Trusts | — | — | $71K | 1.5% | |
| Empower International Index Fund | Common Collective Trusts | — | — | $64K | 1.3% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $56K | 1.2% | |
| MacQuire Mid Cap Growth Fund | Other securities | — | — | $45K | 0.9% | |
| Alger Capital Alger Capital Appreciation Installment Fund | Mutual Funds | — | — | $39K | 0.8% | |
| Empower Real Estate Index Fund | Common Collective Trusts | — | — | $37K | 0.8% | |
| American Funds American Funds Europacific Fund | Mutual Funds | — | — | $37K | 0.8% | |
| American Funds American Funds Capital World Fund | Mutual Funds | — | — | $35K | 0.7% | |
| Franklin Income Fund | Mutual Funds | — | — | $33K | 0.7% | |
| Virtus Ceredex Large-Cap Value Equity Fund | Other securities | — | — | $24K | 0.5% | |
| Eaton Value Income Fund of Boston ** 289 * Empower Bond Index Fund | Common Collective Trusts | — | — | $23K | 0.5% | |
| MFS International Growth Fund | Mutual Funds | — | — | $19K | 0.4% | |
| s * Empower Annuity Insurance Company Empower Secure Foundation Balance Fund | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $14K | 0.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Invesco Energy Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Vaneck CM Commodity Index Fund | Common Collective Trusts | — | — | $8K | 0.2% | |
| T. Rowe T. Rowe Price International Value Equity Fund | Other securities | — | — | $7K | 0.2% | |
| Loomis Sayles Loomis Sayles Core Plus Bond | Other securities | — | — | $7K | 0.1% | |
| Wells Fargo Wells Fargo Precious Metals Fund | Other securities | — | — | $7K | 0.1% | |
| American Beacon American Beacon Small Cap Value Fund | Other securities | — | — | $5K | 0.1% | |
| American Century American Century Inflation Adjusted Bond Fund | Other securities | — | — | $4K | <0.1% | |
| Lord Abbett Lord Abbett High Yield Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Empower Lifetime 2015 Fund ** 292 * Empower Lifetime 2020 Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Advisor Balanced Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Virtus Ceredex Mid-Cap Value Equity Fund | Other securities | — | — | $3K | <0.1% | |
| Putnam Global Income Fund | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe T. Rowe Price Global Real Estate ADV | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MILWAUKEE, WI |
| BROKER/ADVISER |
| $0 |
| — |
