Shannon Butler signed Montgomery Transport, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montgomery Transport, LLC's EIN is 45-1743971.
Download the official 2024 Form 5500 (PDF) for Montgomery Transport, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montgomery Transport, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST CO. MODERATE (MAP) FREEDOM 401K CLASS a | Common Stocks | — | — | $1.9M | 23.7% | |
| HARBOR TRUST COMPANY HARBOR CAPITAL APPRECIATION CIT R a | Common Collective Trusts | — | — | $900K | 11.1% | |
| GREAT GRAY TRUST CO. MFS LARGE CAP VALUE CIT CL CT a | Common Collective Trusts | — | — | $746K | 9.2% | |
| NORTHERN TRUST NT COL S&P 500 IDX FD DC NL 4 a | Common Collective Trusts | — | — | $682K | 8.4% | |
| NORTHERN TRUST NT AGG BOND INDEX FUND NL T4 a | Common Collective Trusts | — | — | $617K | 7.6% | |
| GREAT GRAY TRUST CO. GREAT GRAY TRUST EUROPACIFIC GROWTH CT a | Common Stocks | — | — | $532K | 6.6% | |
| JOHN HANCOCK JHANCOCK DISCIPLINED VALUE MID CAP R6 a | Other securities | — | — | $485K | 6.0% | |
| NORTHERN TRUST NT ACWI EX US IMI FD DC NL TIER 4 a | Other securities | — | — | $483K | 6.0% | |
| GREAT GRAY TRUST CO. MFS MID CAP GROWTH FUND CT a | Mutual Funds | — | — | $303K | 3.8% | |
| AMERICAN BEACON AMERICAN BEACON SMALL CAP VALUE R6 a | Other securities | — | — | $266K | 3.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $235K | 2.9% | |
| FIDELITY INST. ASSET MANAGEMENT FIAM CORE PLUS COMMINGLED POOL CLASS I a | Common Collective Trusts | — | — | $193K | 2.4% | |
| PRINCIPAL SMALLCAP GROWTH I R6 a | Other securities | — | — | $190K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2040 INV a | Mutual Funds | — | — | $134K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2045 INV a | Mutual Funds | — | — | $116K | 1.4% | |
| NORTHERN TRUST NT EXT EQUITY MKT IDX FD DC NL T4 a | Common Collective Trusts | — | — | $107K | 1.3% | |
| GREAT GRAY TRUST CO. AGGRESSIVE (MAP) FREEDOM 401K CLASS a | Common Stocks | — | — | $39K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2050 INV a | Mutual Funds | — | — | $36K | 0.4% | |
| GREAT GRAY TRUST CO. GROWTH (MAP) FREEDOM 401K CLASS a | Common Stocks | — | — | $30K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2035 INV a | Mutual Funds | — | — | $25K | 0.3% | |
| GREAT GRAY TRUST CO. INCOME (MAP) FREEDOM 401K CLASS a | Common Stocks | — | — | $13K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV a | Mutual Funds | — | — | $12K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2060 INV a | Mutual Funds | — | — | $10K | 0.1% | |
| GREAT GRAY TRUST CO. CONSERVATIVE (MAP) FREEDOM 401K CLASS a | Common Stocks | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $38K |
| — |
