Julie Mangarelli signed J.H.O.C. DBA Premier Transportation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.H.O.C. DBA Premier Transportation's EIN is 58-1949828.
Download the official 2024 Form 5500 (PDF) for J.H.O.C. DBA Premier Transportation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.H.O.C. DBA Premier Transportation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | OVERLAND PARK, KS | INVESTMENT MGMT | $36K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | SHAREHOLDER SERVICER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $3.4M | 28.8% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $2.4M | 20.6% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.8% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $1.0M | 8.6% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $871K | 7.4% | |
| EI Fixed Account - Series Class I Group Annuity Contract | Common Stocks | — | — | $449K | 3.8% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $419K | 3.5% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $410K | 3.5% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $380K | 3.2% | |
| Participant Loans Interest Rates at 4.25% to 9.50% -0- | Bonds / Notes | — | — | $330K | 2.8% | |
| American Funds U.S. Government Securities ** Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $135K | 1.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $123K | 1.0% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $106K | 0.9% | |
| MFS Mid Cap Value Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $99K | 0.8% | |
| Empower Self-Directed Brokerage Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $86K | 0.7% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $75K | 0.6% | |
| JPMorgan U.S. Value Fund Class R6 Registered Investment Company | Common Stocks | — | — | $69K | 0.6% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K Registered Investment Company | Common Stocks | — | — | $55K | 0.5% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $48K | 0.4% | |
| Lord Abbett Bond Debenture Fund Class R6 Registered Investment Company | U.S. Treasuries | — | — | $40K | 0.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $38K | 0.3% | |
| American Funds New World Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $23K | 0.2% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $20K | 0.2% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $16K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $15K | 0.1% | |
| AB Large Capital Growth Fund Class Z Registered Investment Company | Common Stocks | — | — | $11K | <0.1% | |
| Fidelity Advisor International Capital Appreciation ** Fund Class Z Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $15 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
