Edwin Swift IV signed Historic Tours of America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Historic Tours of America, Inc.'s EIN is 59-2512154.
Download the official 2024 Form 5500 (PDF) for Historic Tours of America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Historic Tours of America, Inc.'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 |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NONE | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.5M | 18.2% | |
| American Century Growth Inst'l Fund | Other securities | — | — | $3.3M | 17.5% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $1.8M | 9.2% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $1.5M | 7.8% | |
| American New Perspective Fund | Other securities | — | — | $1.2M | 6.5% | |
| Fidelity Extended Mkt Index Fund | Common Collective Trusts | — | — | $1.1M | 6.0% | |
| American EuroPacific Growth Fund | Other securities | — | — | $1.0M | 5.4% | |
| Wells Fargo Advantage Core Bond Fund | Other securities | — | — | $895K | 4.7% | |
| Prudential Total Return Bond Fund | Other securities | — | — | $872K | 4.6% | |
| Vanguard Short-Term Investment Grade Adm | Mutual Funds | — | — | $742K | 3.9% | |
| PIMCO Income Inst'l Fund | Mutual Funds | — | — | $635K | 3.3% | |
| American Washington Mutual Investors Fund | Other securities | — | — | $407K | 2.1% | |
| Fidelity Gov't Money Market | Mutual Funds | — | — | $389K | 2.0% | |
| Cohen & Steers Global Infrastructure Fund | Other securities | — | — | $336K | 1.8% | |
| Participant loans | Participant loans | — | — | $192K | 1.0% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $186K | 1.0% | |
| Reliance Trust Company | Common Stocks | — | — | $182K | 1.0% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $144K | 0.8% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $139K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $112K | 0.6% | |
| American Small Cap World Fund | Other securities | — | — | $65K | 0.3% | |
| Fidelity Inter Index Fund | Common Collective Trusts | — | — | $65K | 0.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $62K | 0.3% | |
| Fidelity Emerging Mkts Index Fund | Common Collective Trusts | — | — | $41K | 0.2% | |
| Global Real Estate Securities Portfolio Fund | Other securities | — | — | $41K | 0.2% | |
| PIMCO Short-Term Inst'l Fund | Mutual Funds | — | — | $39K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Inflation-Protected Secs Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Emerging Markets Bond Inst'l Fund | Mutual Funds | — | — | $678 | <0.1% | |
| Van Eck Cm Commodity Index Fund | Common Collective Trusts | — | — | $534 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
