Kenneth Caceres signed CIMC Intermodal Equipment LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CIMC Intermodal Equipment LLC's EIN is 68-0665025.
Download the official 2024 Form 5500 (PDF) for CIMC Intermodal Equipment LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CIMC Intermodal Equipment 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | 02-0580939 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $1.0M | 30.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $495K | 14.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $334K | 9.9% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $328K | 9.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $191K | 5.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $118K | 3.5% | |
| VAN TARGET RETIRE 2035 298 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $101K | 3.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $85K | 2.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $76K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $72K | 2.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $63K | 1.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $60K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $53K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $47K | 1.4% | |
| FEDERATED TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $45K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $39K | 1.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $29K | 0.9% | |
| COHEN & STEERS PRF SEC & INC I 86 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $27K | 0.8% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $24K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $23K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $23K | 0.7% | |
| PIMCO INTL BOND (USD HDG I2 | Registered Investment Companies | — | — | $20K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | 0.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $11K | 0.3% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $8K | 0.2% | |
| BNYM APPRECIATION - Y | Registered Investment Companies | — | — | $6K | 0.2% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $6K | 0.2% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK ADV INTERNATIONAL I | Registered Investment Companies | — | — | $1K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $7K |
| — |
