Ross D Bodenheimer signed Sutton Transport, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutton Transport, Inc.'s EIN is 39-1513756.
Download the official 2023 Form 5500 (PDF) for Sutton Transport, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sutton Transport, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 18.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $996K | 11.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $741K | 8.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $737K | 8.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $732K | 8.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $683K | 7.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $434K | 4.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $353K | 4.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $276K | 3.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $241K | 2.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $207K | 2.3% | |
| HARBOR CAP APPRECIATION RETIRE | Registered Investment Companies | — | — | $203K | 2.3% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $183K | 2.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $170K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $133K | 1.5% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $117K | 1.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $99K | 1.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $92K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $84K | 0.9% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $75K | 0.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $65K | 0.7% | |
| CLEARBRIDGE MC GWTH IS | Registered Investment Companies | — | — | $65K | 0.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $59K | 0.7% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $54K | 0.6% | |
| TRANSAMERICA INTL EQUITY I | Registered Investment Companies | — | — | $43K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $39K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $38K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $29K | 0.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $26K | 0.3% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $19K | 0.2% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $11K | 0.1% | |
| MFS EMERGING MARKETS DEBT R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $81K |
| — |
