Jackie Buckingham signed Empire Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empire Express, Inc.'s EIN is 71-0609490.
Download the official 2024 Form 5500 (PDF) for Empire Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empire Express, Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | Mutual Funds | — | — | $835K | 17.6% | |
| American Funds U.S. Government Money Market | Mutual Funds | — | — | $750K | 15.8% | |
| American Funds 2030 Target Date Fund | Mutual Funds | — | — | $598K | 12.6% | |
| American Funds 2045 Target Date Fund | Mutual Funds | — | — | $476K | 10.0% | |
| American Funds New World 504 * American Funds Small Cap World | Mutual Funds | — | — | $413K | 8.7% | |
| American Funds 2025 Target Date Fund | Mutual Funds | — | — | $269K | 5.7% | |
| American Funds Capital World Growth & Income 291 * American Funds Fundamental Investors | Mutual Funds | — | — | $246K | 5.2% | |
| American Funds 2040 Target Date Fund | Mutual Funds | — | — | $216K | 4.6% | |
| American Funds 2035 Target Date Fund | Mutual Funds | — | — | $187K | 4.0% | |
| American Funds 2020 Target Date Fund | Mutual Funds | — | — | $143K | 3.0% | |
| American Funds Capital Income Builder Class | Mutual Funds | — | — | $136K | 2.9% | |
| Notes Receivable from Participants Interest rates from 5.25% - 10.5% | Bonds / Notes | — | — | $133K | 2.8% | |
| American Funds Intermediate Bond Fund of America | Mutual Funds | — | — | $108K | 2.3% | |
| American Funds 2055 Target Date Fund | Mutual Funds | — | — | $88K | 1.8% | |
| American Funds 2015 Target Date Fund | Mutual Funds | — | — | $68K | 1.4% | |
| American Funds 2050 Target Date Fund | Mutual Funds | — | — | $28K | 0.6% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $21K | 0.4% | |
| American Funds American Balanced | Mutual Funds | — | — | $10K | 0.2% | |
| American Funds Income Fund of America | Mutual Funds | — | — | $6K | 0.1% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds 2060 Target Date Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds 2010 Target Date Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
