Thomas Rowlands signed SOS Global Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SOS Global Express, Inc.'s EIN is 56-1897797.
Download the official 2024 Form 5500 (PDF) for SOS Global Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SOS Global Express, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $794K | 7.5% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $757K | 7.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $731K | 6.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $636K | 6.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $546K | 5.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $513K | 4.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $471K | 4.4% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $461K | 4.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $419K | 3.9% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $417K | 3.9% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $412K | 3.9% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $412K | 3.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $408K | 3.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $384K | 3.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $364K | 3.4% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $331K | 3.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $319K | 3.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $316K | 3.0% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $285K | 2.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $228K | 2.1% | |
| MACQUARIE SMALL CAP VALUE INST | Registered Investment Companies | — | — | $216K | 2.0% | |
| FA STK SEL SM CAP Z | Registered Investment Companies | — | — | $208K | 2.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $197K | 1.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $196K | 1.8% | |
| MFS DIVERSIFIED INC FUND R6 | Registered Investment Companies | — | — | $153K | 1.4% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $142K | 1.3% | |
| MACQUARIE SYST EMMKTS EQ Y | Registered Investment Companies | — | — | $78K | 0.7% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $64K | 0.6% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $24K |
| — |
