Tamara Moore signed EPES Transport System, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EPES Transport System, LLC's EIN is 54-0409030.
Download the official 2024 Form 5500 (PDF) for EPES Transport System, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EPES Transport System, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
| TRANSAMERICA FINANCIAL SOLUTIONS | 13-3689044 | — | RECORDKEEPER/BOOKKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| MMA SECURITIES LLC |
| 22-3570392 |
| — |
| INVESTMENT ADVISORY |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE AND TOUCHE, LLP | 13-3891517 | — | ACCOUNTANT | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.6M | 10.6% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.8% | |
| Vanguard Wellington Fund Mutual Fund | Mutual Funds | — | — | $2.8M | 8.2% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 6.5% | |
| T. ROWE PRICE TRG 2030 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.3% | |
| T. ROWE PRICE TRG 2035 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.7% | |
| T. ROWE PRICE TRG 2025 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.1% | |
| investment Baird Core Plus Bond Fund Mutual Fund | Other securities | — | — | $1.5M | 4.3% | |
| Maturing 2025 - 2036 * Notes receivable from participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.3M | 3.8% | |
| T. ROWE PRICE TRG 2040 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| T. ROWE PRICE TRG 2050 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| Dimensional Fund Advisors Intermediate Government Fixed Income Mutual Fund | Mutual Funds | — | — | $1.1M | 3.3% | |
| T. ROWE PRICE TRG 2055 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 3.1% | |
| Portfolio Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.0M | 3.0% | |
| T. ROWE PRICE TRG 2045 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.9% | |
| JP Morgan Funds US Equity Fund Mutual Fund | Other securities | — | — | $1000K | 2.9% | |
| T. ROWE PRICE TRG 2020 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $634K | 1.8% | |
| Wilmington TR Collective Invt SMCP Gwt R1 Collective Trust | Common Collective Trusts | — | — | $607K | 1.8% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $607K | 1.8% | |
| Great Gray Trust Company Great Gray Equropacific Growth Trust Class R1 Collective Trust | Common Collective Trusts | — | — | $580K | 1.7% | |
| GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $580K | 1.7% | |
| T. ROWE PRICE TRG 2060 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $567K | 1.6% | |
| The American Funds Capital World Growth and Income Fund Mutual Fund | Mutual Funds | — | — | $402K | 1.2% | |
| Wells Fargo Allspring Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $389K | 1.1% | |
| Principal Life Insurance Company MidCap Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $372K | 1.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $372K | 1.1% | |
| American Century Investments Large Cap Equity R6 Fund Mutual Fund | Other securities | — | — | $298K | 0.9% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $254K | 0.7% | |
| The American Funds New World Fund Inc Mutual Fund | Mutual Funds | — | — | $249K | 0.7% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $245K | 0.7% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $227K | 0.7% | |
| T. ROWE PRICE TRG 2065 TRS G T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $155K | 0.5% | |
| T. ROWE PRICE TRG 2015 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $92K | 0.3% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $21K | <0.1% | |
| T. ROWE PRICE TRG 2010 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3388904 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| T. ROWE PRICE TRG 2005 TRS G T. ROWE PRICE TRUST COMPANY · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2025 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2030 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2035 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2040 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2045 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2050 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY D 2055 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY IN D TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RMT 2060 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RMT 2065 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
