TINA Panaro signed HOLT Logistics Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HOLT Logistics Corp.'s EIN is 47-0853788.
Download the official 2024 Form 5500 (PDF) for HOLT Logistics Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HOLT Logistics Corp.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $46K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 500 Index Fund | Common Collective Trusts | — | — | $9.7M | 21.7% | |
| Vanguard Group, Inc. Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $5.6M | 12.6% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.7M | 10.5% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.4M | 7.7% | |
| Fidelity Management Trust Company Mid Cap Index Fund | Common Collective Trusts | — | — | $3.0M | 6.6% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $2.8M | 6.4% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.8M | 6.2% | |
| Fidelity Management Trust Company U.S. Bond Index | Mutual Funds | — | — | $1.8M | 4.1% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| Fidelity Management Trust Company Internation Index Fund | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Fund Class N | Other securities | — | — | $931K | 2.1% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2020 | Mutual Funds | — | — | $891K | 2.0% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2060 | Mutual Funds | — | — | $577K | 1.3% | |
| Fidelity Management Trust Company Small Cap Index Fund | Common Collective Trusts | — | — | $540K | 1.2% | |
| Notes receivable from participants Interest rates at 4.25% - 9.50% | Bonds / Notes | — | — | $518K | 1.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $500K | 1.1% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $403K | 0.9% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $309K | 0.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2045 | Mutual Funds | — | — | $295K | 0.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2055 | Mutual Funds | — | — | $276K | 0.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $244K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $191K | 0.4% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $187K | 0.4% | |
| Vanguard Group, Inc. Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $177K | 0.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $138K | 0.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2065 | Mutual Funds | — | — | $124K | 0.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2035 | Mutual Funds | — | — | $105K | 0.2% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2070 | Mutual Funds | — | — | $83K | 0.2% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2025 | Mutual Funds | — | — | $42K | <0.1% | |
| First Eagle Investment Management First Eagle Global Fund Class R6 | Other securities | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company Government Money Market Fund | Mutual Funds | — | — | $3K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG MFS MID CP VAL 2W MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
