Courtney Arnold signed Amerifleet Transportation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Amerifleet Transportation, Inc.'s EIN is 58-2339967.
Download the official 2024 Form 5500 (PDF) for Amerifleet Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Amerifleet Transportation, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $18K | — |
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 Fdm Idx 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $2.8M | 15.4% | |
| Fidelity Fdm Idx 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $2.0M | 11.3% | |
| Fidelity Fdm Idx 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $1.9M | 10.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.7M | 9.7% | |
| Fidelity Fdm Idx 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $1.6M | 9.1% | |
| Fidelity Fdm Idx 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $1.4M | 7.8% | |
| Fidelity Fdm Idx 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.1M | 6.3% | |
| Fidelity Fdm Idx 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $989K | 5.5% | |
| AM Growth Fund Amer R6 Mutual Fund | Other securities | — | — | $956K | 5.3% | |
| Participant Loans Various maturity dates; - | Participant loans | — | — | $618K | 3.4% | |
| Jpm Mid Cap Grth R6 Mutual Fund | Other securities | — | — | $399K | 2.2% | |
| Fidelity Fdm Idx 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $386K | 2.1% | |
| Fidelity Fdm Idx 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $386K | 2.1% | |
| Vanguard Explorer Adm Mutual Fund | Mutual Funds | — | — | $269K | 1.5% | |
| Fidelity Fdm Idx 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $217K | 1.2% | |
| Fidelity Fdm Idx 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $216K | 1.2% | |
| Fidelity Intl Index Mutual Fund | Mutual Funds | — | — | $165K | 0.9% | |
| Fidelity Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $132K | 0.7% | |
| AF Wash Mutl Inv R6 Mutual Fund | Other securities | — | — | $107K | 0.6% | |
| Metwest Tot Rtn Bd P Mutual Fund | Other securities | — | — | $107K | 0.6% | |
| Am Cent Md Cp Value R6 Mutual Fund | Other securities | — | — | $101K | 0.6% | |
| AF Europac Growth R6 Mutual Fund | Other securities | — | — | $98K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $83K | 0.5% | |
| Pim Intl Bd US I Mutual Fund | Other securities | — | — | $64K | 0.4% | |
| DFA US Target Value I Mutual Fund | Mutual Funds | — | — | $50K | 0.3% | |
| GS STABLE VALUE PR 1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $15K | <0.1% | |
| Fidelity Fdm Idx 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| Pimco Real Return Inst Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity FDM Index Income Mutual Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
