Johnny Fields signed Averitt Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Averitt Express, Inc.'s EIN is 62-0755421.
Download the official 2024 Form 5500 (PDF) for Averitt Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Averitt 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $762K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | CONSULTANT | $220K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds | Other securities | — | $0 | $209.3M | 27.0% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $101.7M | 13.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $101.7M | 13.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $81.3M | 10.5% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $76.0M | 9.8% | |
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $0 | $76.0M | 9.8% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $62.5M | 8.1% | |
| WESTERN ASSET CR PL BD CIT P1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $50.6M | 6.5% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $50.6M | 6.5% | |
| MFS Heritage Trust Company | Mutual Funds | — | $0 | $43.4M | 5.6% | |
| MFS MID CAP GROWTH CL 3C FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $38.0M | 4.9% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $38.0M | 4.9% | |
| MFS Investment Management | Mutual Funds | — | $0 | $16.6M | 2.1% | |
| MASSMUTUAL SM CP GWTH EQ R4 FD GREAT GRAY TRUST COMPANY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $16.6M | 2.1% | |
| CLEARBRIDGE LR CP GRWTH CIT R3 GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $15.4M | 2.0% | |
| JP Morgan Funds | Other securities | — | $0 | $15.4M | 2.0% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $9.9M | 1.3% | |
| State Street Bank and Trust Company | Common Stocks | — | $0 | $9.9M | 1.3% | |
| SEI Trust Company | Common Stocks | — | $0 | $8.9M | 1.1% | |
| AMERICAN CENTRY US MCVAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 010 | Common Collective Trust | — | — | $8.9M | 1.1% | |
| JANUS HENDERSON DEV WLD BD III GREAT GRAY TRUST COMPANY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $8.7M | 1.1% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $8.7M | 1.1% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | — | $8.6M | 1.1% | |
| STATE STREET GLOBAL ADVISORS | Other securities | — | $0 | $8.6M | 1.1% | |
| SEI Trust Company | Common Stocks | — | $0 | $7.8M | 1.0% | |
| AM CENT US SM CP VAL EQ TRUST SEI TRUST COMPANY · EIN 45-4505064 / PN 013 | Common Collective Trust | — | — | $7.8M | 1.0% | |
| Averitt | Other securities | — | $0 | $7.6M | 1.0% | |
| LORD ABB HI YLD CR TR II R FD GREAT GRAY TRUST COMPANY · EIN 82-1095844 / PN 320 | Common Collective Trust | — | — | $5.6M | 0.7% | |
| Federated Securities Corporation | Common Stocks | — | $0 | $5.6M | 0.7% | |
| T. ROWE PRICE INTL SM-CP EQ A T. ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.6% | |
| State Street Bank and Trust Company | Common Stocks | — | $0 | $4.6M | 0.6% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | $0 | $4.4M | 0.6% | |
| Global Trust Company | Common Stocks | — | $0 | $4.3M | 0.6% | |
| AMER CENT EMERG MRKTS EQ TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 015 | Common Collective Trust | — | — | $4.3M | 0.6% | |
| PIONEER MLT-SCR FIX INC PRT R1 GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $3.5M | 0.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | $0 | $3.5M | 0.4% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| STATE STREET GLOBAL ADVISORS | Other securities | — | $0 | $3.4M | 0.4% | |
| State Street Bank and Trust Company | Common Stocks | — | $0 | $1.1M | 0.1% | |
| SSGA REAL ASSET NL C FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.1M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
