Mike James signed 10 Roads Express' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
10 Roads Express' EIN is 61-1947439.
Download the official 2024 Form 5500 (PDF) for 10 Roads Express from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)10 Roads Express' plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
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 | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $55K | — |
| BRIDGES INVESTMENT MANAGEMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $61.7M | 98.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.9M | 4.6% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $401K | 0.6% |
| 47-0784180 |
| — |
| INVESTMENT ADVISOR |
| $14K |
| — |
