Jesse Behrens signed Fortune Transportation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortune Transportation's EIN is 41-1417961.
Download the official 2024 Form 5500 (PDF) for Fortune Transportation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortune Transportation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $8.7M | 90.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 21.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 16.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.4M | 14.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 13.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 12.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $424K | 4.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $412K | 4.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $397K | 4.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $239K | 2.5% | |
| [Assets held in pooled separate account] | Other | — | — | $37K | 0.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $32K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $23K | 0.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $19K | 0.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $18K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $13K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1K | <0.1% |
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
