Donald Mather signed Access USA Shipping, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access USA Shipping, LLC's EIN is 65-0701659.
Download the official 2022 Form 5500 (PDF) for Access USA Shipping, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Access USA Shipping, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $903 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 5,142 | Common Collective Trusts | — | — | $851K | 18.3% | |
| American Funds 2040 Trgt Date Retire R6 34,565 | Mutual Funds | — | — | $553K | 11.9% | |
| American Funds 2030 Trgt Date Retire R6 36,803 | Mutual Funds | — | — | $537K | 11.6% | |
| American Funds 2050 Trgt Date Retire R6 31,962 | Mutual Funds | — | — | $509K | 11.0% | |
| American Funds 2055 Trgt Date Retire R6 24,115 | Mutual Funds | — | — | $482K | 10.4% | |
| American Funds 2060 Trgt Date Retire R6 19,772 | Mutual Funds | — | — | $267K | 5.7% | |
| American Funds 2045 Trgt Date Retire R6 12,874 | Mutual Funds | — | — | $210K | 4.5% | |
| American Funds 2035 Trgt Date Retire R6 10,878 | Mutual Funds | — | — | $169K | 3.6% | |
| Fidelity Small Cap Index 1,468 | Mutual Funds | — | — | $159K | 3.4% | |
| American Funds 2025 Trgt Date Retire R6 9,947 | Mutual Funds | — | — | $135K | 2.9% | |
| Fidelity Mid Cap Index 1,512 | Mutual Funds | — | — | $133K | 2.9% | |
| T. Rowe Price Blue Chip Growth I 4,832 | Other securities | — | — | $124K | 2.7% | |
| PGIM Total Return Bond R6 1,192 | Other securities | — | — | $108K | 2.3% | |
| Participant loans 3.25% - 7.0% | Bonds / Notes | — | — | $77K | 1.6% | |
| American Funds Washington Mutual R6 7,306 | Mutual Funds | — | — | $76K | 1.6% | |
| American Funds Europacific Gr R6 1,378 | Mutual Funds | — | — | $68K | 1.5% | |
| Jpmorgan Mid Cap Growth R6 6,390 | Other securities | — | — | $59K | 1.3% | |
| Blackrock Inflation Protected Bond Instl 243 | Other securities | — | — | $47K | 1.0% | |
| American Funds 2065 Trgt Date Retire R6 3,395 | Mutual Funds | — | — | $44K | 1.0% | |
| American Funds New World R6 226 | Mutual Funds | — | — | $15K | 0.3% | |
| T. Rowe Price Small-Cap Value I 9,236 | Other securities | — | — | $12K | 0.3% | |
| American Funds 2020 Trgt Date Retire R6 478 | Mutual Funds | — | — | $6K | 0.1% | |
| EI Fixed Account - Series Class IV | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES | — | CHICAGO, IL | CONTRACT ADMIN | $0 | — |
