Becky Neubauer signed WOW Logistics Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WOW Logistics Company's EIN is 39-2000702.
Download the official 2024 Form 5500 (PDF) for WOW Logistics Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WOW Logistics Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Cota St Managed Blend Decum I Collective Trust Fund | Common Collective Trusts | — | — | $3.0M | 13.7% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $2.2M | 10.4% | |
| PUTNAM RETIREMENT ADV TRST 2040X PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.1M | 9.9% | |
| Vanguard 500 Ind Adm Mutual Funds | Mutual Funds | — | — | $2.1M | 9.9% | |
| PUTNAM RETIREMENT ADV TRST 2050X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.0M | 9.3% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116853 / PN 524 | Common Collective Trust | — | — | $1.9M | 8.9% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| PUTNAM RETIREMENT ADV TRST 2045X PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.7M | 8.0% | |
| PUTNAM RETIREMENT ADV TRST 2055X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.5M | 7.2% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| PUTNAM RETIREMENT ADV TRST 2060X PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $759K | 3.5% | |
| Putnam Retirement Adv 2035 X Collective Trust Fund | Common Collective Trusts | — | — | $698K | 3.2% | |
| Galliard Stable Return Fund C Collective Trust Fund | Common Collective Trusts | — | — | $536K | 2.5% | |
| Schwab SDB Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $513K | 2.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $461K | 2.1% | |
| Harbor Capital App Inst Mutual Funds | Other securities | — | — | $438K | 2.0% | |
| Fidelity Advisor Total Bond Z Mutual Funds | Mutual Funds | — | — | $372K | 1.7% | |
| Cota St Managed Fixed Income Decum I Collective Trust Fund | Common Collective Trusts | — | — | $324K | 1.5% | |
| Baird Aggregate Bond Inst Mutual Funds | Other securities | — | — | $306K | 1.4% | |
| Vanguard Mid Cap Index Adm Mutual Funds | Mutual Funds | — | — | $281K | 1.3% | |
| MFS Value R6 Mutual Funds | Mutual Funds | — | — | $225K | 1.0% | |
| Dodge & Cox Intl Stock Mutual Funds | Mutual Funds | — | — | $214K | 1.0% | |
| Vanguard Small Cap Ind Adm Mutual Funds | Mutual Funds | — | — | $209K | 1.0% | |
| Putnam Large Cap Value R6 Mutual Funds | Mutual Funds | — | — | $188K | 0.9% | |
| PUTNAM RETIREMENT ADV TRST 2035X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 261 | Common Collective Trust | — | — | $183K | 0.9% | |
| Am Funds Euro GR R6 Mutual Funds | Other securities | — | — | $166K | 0.8% | |
| Am Funds New World R6 Mutual Funds | Other securities | — | — | $160K | 0.7% | |
| T. Rowe Price Retirement Balanced Fund Mutual Funds 163 T. Rowe Price US Small-Cap Growth EQ Mutual Funds | Other securities | — | — | $140K | 0.6% | |
| Empower T. Rowe Price Mid Cap GR Inst Mutual Funds | Other securities | — | — | $122K | 0.6% | |
| COTA STREET MANAGER FIXED INCOME DE GREAT GRAY TRUST · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $114K | 0.5% | |
| T. Rowe Price US Small-Cap Growth EQ Mutual Funds | Other securities | — | — | $111K | 0.5% | |
| Cota St Managed Fixed Income Accum I Collective Trust Fund | Common Collective Trusts | — | — | $103K | 0.5% | |
| Victory Sycamore Established Value I Mutual Funds | Other securities | — | — | $90K | 0.4% | |
| COTA STREET MANAGER FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $86K | 0.4% | |
| Am Beacon Small Cap Val R5 Mutual Funds | Other securities | — | — | $59K | 0.3% | |
| John Hancock Intl Growth R6 Mutual Funds | Other securities | — | — | $49K | 0.2% | |
| COHEN&STEERS US REALTY FUND CLASS P COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $48K | 0.2% | |
| PIMCO Real Return - Inst Mutual Funds | Mutual Funds | — | — | $36K | 0.2% | |
| Putnam Retirement Adv 2025 X Collective Trust Fund | Common Collective Trusts | — | — | $16K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual Funds | Other securities | — | — | $6K | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2025X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $261 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $12K | — |
