Mid-South Transportation Management, Inc.'s EIN is 62-1164500.
Download the official 2024 Form 5500 (PDF) for Mid-South Transportation Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid-South Transportation Management, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.
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 | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS, INC. | 62-1254528 | — | INVESTMENT ADVISORY | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group - Vanguard TGF Rmt 2035 Inv Fund | Mutual Funds | — | — | $2.2M | 12.4% | |
| Vanguard Group - Vanguard TGF Rmt 2040 Inv Fund | Mutual Funds | — | — | $2.2M | 12.3% | |
| Vanguard Group - Vanguard TGF Rmt 2030 Inv Fund | Mutual Funds | — | — | $2.1M | 12.0% | |
| Vanguard Group - Vanguard TGF Rmt 2045 Inv Fund | Mutual Funds | — | — | $1.7M | 9.8% | |
| Vanguard Group - Vanguard TGF Rmt 2025 Inv Fund | Mutual Funds | — | — | $1.3M | 7.3% | |
| Vanguard Group - Vanguard TGF Rmt 2050 Inv Fund | Mutual Funds | — | — | $1.2M | 6.7% | |
| Vanguard Group - Vanguard TGF Rmt 2055 Inv Fund | Mutual Funds | — | — | $946K | 5.3% | |
| Vanguard Group - Vanguard TGF Rmt 2060 Inv Fund | Mutual Funds | — | — | $801K | 4.5% | |
| Vanguard Development Markets | Mutual Funds | — | — | $567K | 3.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $550K | 3.1% | |
| Fund MFS Mass Investors Growth Stk FD | Mutual Funds | — | — | $473K | 2.7% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $439K | 2.5% | |
| Vanguard Group - Vanguard TGF Rmt 2065 Inv Fund | Mutual Funds | — | — | $258K | 1.5% | |
| Vanguard Group - Vanguard TTL B Mkt IDX ADM FD | Common Collective Trusts | — | — | $252K | 1.4% | |
| s - Fixed Income BlackRock Advisors, LLC - BlackRock Total Return K Fund | Mutual Funds | — | — | $230K | 1.3% | |
| MFS Mid Cap Growth FD | Mutual Funds | — | — | $156K | 0.9% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $145K | 0.8% | |
| s - Equity American Beacon - Amer Beacon Sm Cap Val Instl Fd | Mutual Funds | — | — | $141K | 0.8% | |
| PRIN SMCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $131K | 0.7% | |
| MFS Mid Cap Val Fund | Mutual Funds | — | — | $131K | 0.7% | |
| PIMCO - PIMCO Income Institutional FD | Mutual Funds | — | — | $116K | 0.7% | |
| Unit Investment Trusts - Metropolitan Life Insurance Co. | Common Stocks | — | — | $101K | 0.6% | |
| METLIFE STABLE VALUE SOL J FD PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $93K | 0.5% | |
| Vanguard Group - Vanguard TGF Rmt 2020 Inv Fund | Mutual Funds | — | — | $75K | 0.4% | |
| Participant Directed Investments Mutual Funds-Balanced American Balanced Fund | Other securities | — | — | $7K | <0.1% | |
| Capital Income Builder Inc. ** 93 DFA US Large Cap Val PORT | Mutual Funds | — | — | $5K | <0.1% | |
| Capital World Growth and Income | Other securities | — | — | $4K | <0.1% | |
| Foreign Equities BlackRock Emerg Mkt FD Inc | Common Stocks | — | — | $4K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Sep Acct Principal Global Investors - SmallCap S&P 600 | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIS WARD CONSULTING GROUP | 62-1417683 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKS FINLEY WHITE | 62-1145254 | — | ACCOUNTANT | $12K | — |
