Shanda Durbin signed Herzog Transit Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Herzog Transit Services, Inc.'s EIN is 43-1649412.
Download the official 2024 Form 5500 (PDF) for Herzog Transit Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Herzog Transit Services, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | — | WICHITA, KS | NONE | $9K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GG TRP RETIREMENT DATE 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.5M | 10.3% | |
| GG TRP RETIREMENT DATE 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.4M | 10.1% | |
| GG TRP RETIREMENT DATE 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.4M | 10.0% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $1.2M | 8.1% | |
| GG TRP RETIREMENT DATE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.7% | |
| GG TRP RETIREMENT DATE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $809K | 5.7% | |
| Fidelity Blue Chip GRH K6 | Mutual Funds | — | — | $740K | 5.2% | |
| GG TRP RETIREMENT DATE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $711K | 5.0% | |
| GG TRP RETIREMENT DATE 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $598K | 4.2% | |
| GG TRP RETIREMENT DATE 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $551K | 3.9% | |
| MASSMUTUAL DIV STABLE VALUE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779286 / PN 448 | Pooled Separate Account | — | — | $525K | 3.7% | |
| INTERNATIONAL GROWTH II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $383K | 2.7% | |
| Met West Total Return Bond Pln | Other securities | — | — | $374K | 2.6% | |
| GG TRP RETIREMENT DATE 2020 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $327K | 2.3% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $252K | 1.8% | |
| Vanguard Small Cap Index, Adm | Mutual Funds | — | — | $217K | 1.5% | |
| GG TRP RETIREMENT DATE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $155K | 1.1% | |
| Vanguard Mid-Cap Ind Admiral | Mutual Funds | — | — | $145K | 1.0% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $144K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $110K | 0.8% | |
| Victory Sycamore Est Value R6 | Other securities | — | — | $77K | 0.5% | |
| Goldman Sachs Small Cap Value Ins R6 | Other securities | — | — | $48K | 0.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $43K | 0.3% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $26K | 0.2% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $23K | 0.2% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Treasury Mny Mrkt Inv | Mutual Funds | — | — | $11K | <0.1% | |
| GG TRP RETIREMENT DATE 2005 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $7 | <0.1% |
