Charles County School Bus Contractors Association's EIN is 52-1659476.
Download the official 2023 Form 5500 (PDF) for Charles County School Bus Contractors Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Charles County School Bus Contractors Association's plan includes money-purchase contributions, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY, FSB NATIONWIDE BOND A 86 * NATIONWIDE TRUST COMPANY, FSB NATIONWIDE BOND INDEX A | Common Stocks | — | — | $299K | 11.5% | |
| NATIONWIDE TRUST COMPANY, FSB NATIONWIDE S P 500 INDEX SVC | Common Collective Trusts | — | — | $254K | 9.8% | |
| PRUDENTIAL FINANCIAL, INC. PGIM TOTAL RETURN BOND R2 | Common Stocks | — | — | $215K | 8.3% | |
| AMERICAN FUNDS SERVICE COMPANY AMERICAN CENTURY GROWTH A 306 AMERICAN FUNDS SERVICE COMPANY AMERICAN INFLATION ADJ BD A | Mutual Funds | — | — | $147K | 5.6% | |
| EATON VANCE FUNDS EATON VANCE EMERGING MARKET LOCAL INC A 89 FIDELITY INVESTMENTS FIDELITY ADV TTL BD A | Mutual Funds | — | — | $131K | 5.1% | |
| NATIONWIDE TRUST COMPANY, FSB NATIONWIDE LOOMIS ALL CAP GR A | Common Stocks | — | — | $128K | 4.9% | |
| FIDELITY INVESTMENTS FIDELITY INFL PRTCT BD INDX 496 FRANKLIN TEMPLETON INVESTMENTS FRANKLIN TMP GLOBAL BOND A 350 GOLDMAN SACHS GQGP INTERNATIONAL OPPR A | Mutual Funds | — | — | $128K | 4.9% | |
| ABERDEEN FUNDS ABERDEEN GLOBAL EQUITY A 280 ABERDEEN FUNDS ABERDEEN INTERNATIONAL VAL A 190 AMERICAN FUNDS SERVICE COMPANY AMERICAN BCN INTERNATIONAL EQUITY ADVISOR | Mutual Funds | — | — | $122K | 4.7% | |
| THE BANK OF NEW YORK MELLON BNYMEL STRAT VAL A | Other securities | — | — | $118K | 4.5% | |
| JP MORGAN FUNDS JP MORGAN LARGE CAP GR R3 | Other securities | — | — | $111K | 4.3% | |
| LORD ABBETT FUNDS LRDABT FLOTNG RT R4 25 LORD ABBETT FUNDS LRDABRT HI YLD R4 | Mutual Funds | — | — | $110K | 4.2% | |
| JOHN HANCOCK INSURANCE COMPANY JOHN HANCOCK CLSC VAL R2 957 JOHN HANCOCK INSURANCE COMPANY JOHN HANCOCK INC VAL R2 87 JP MORGAN FUNDS JP MORGAN Cor Pls Bd A 307 JP MORGAN FUNDS JP MORGAN EQ INC A 305 JP MORGAN FUNDS JP MORGAN EQUITY INC R3 | Common Stocks | — | — | $102K | 3.9% | |
| NEUBERGER BERMAN NEUBERGER EMERGING MKT EQ A | Other securities | — | — | $94K | 3.6% | |
| AMERICAN FUNDS SERVICE COMPANY AMERICAN CENT SHTDRINFLPRTBD A 384 AMERICAN FUNDS SERVICE COMPANY AMERICAN CAP WLD Bd R3 | Mutual Funds | — | — | $65K | 2.5% | |
| THE BANK OF NEW YORK MELLON DREYFUS GLBL REALEST SEC A | Mutual Funds | — | — | $64K | 2.5% | |
| MASSACHUSETTES FINANCIAL SERVICES MFS GR A 866 MASSACHUSETTES FINANCIAL SERVICES MFS MDCAP GR R3 | Mutual Funds | — | — | $61K | 2.3% | |
| WELLS FARGO FUNDS WF SPEC MDCAP VAL A | Other securities | — | — | $60K | 2.3% | |
| DWS GROUP DWS ENHANCED COMMODITY COMDTY STRAT A | Common Stocks | — | — | $51K | 2.0% | |
| LORD ABBETT FUNDS LRDABRT SHRT DUR INC R4 | Mutual Funds | — | — | $44K | 1.7% | |
| NATIONWIDE TRUST COMPANY, FSB NATIONWIDE INFL PRTCT SEC A | Common Stocks | — | — | $41K | 1.6% | |
| NATIONWIDE TRUST COMPANY, FSB NATIONWIDE GOV MONEY MARKET INV | Cash / Money Market | — | — | $37K | 1.4% | |
| PRUDENTIAL FINANCIAL, INC. PGIM JNISN SM CO A 226 PRUDENTIAL FINANCIAL, INC. PGIM JNISN SM CO R2 | Common Stocks | — | — | $34K | 1.3% | |
| DIAMOND HILL INVESTMENTS DIAMOND HILL SMCAP INV | Other securities | — | — | $33K | 1.3% | |
| PRUDENTIAL FINANCIAL, INC. PGIM TOTAL RETURN BOND A | Common Stocks | — | — | $1K | <0.1% | |
| JP MORGAN FUNDS JP MORGAN LARGE CAP VAL A 223 JP MORGAN FUNDS JP MORGAN SMALL CAP VAL A 367 JP MORGAN FUNDS JP MORGAN SMALL CAP VAL R3 688 LAZARD FUNDS LAZARD INTL STRAT EQ OPEN | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| LONG ISLAND EMPLOYEE BENEFITS GROUP | — | HUNTINGTON, NY | TPA | $15K | — |
