Barry McDaniel signed Groendyke Transport Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Groendyke Transport Inc.'s EIN is 73-0565246.
Download the official 2024 Form 5500 (PDF) for Groendyke Transport Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Groendyke Transport Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY | $34K | — |
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 Mid-Cap Index | Mutual Funds | — | $15K | $8.3M | 13.2% | |
| Collective Investment Contract, at Contract Value *Lincoln Stable Value Account | Stable Value | — | $6.2M | $7.9M | 12.7% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2025 TRUST · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $216K | $6.3M | 10.1% | |
| Vanguard 500 Index | Common Collective Trusts | — | $494K | $4.7M | 7.5% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2035 TRUST · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $132K | $4.6M | 7.3% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2040 TRUST · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $124K | $4.5M | 7.3% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2030 TRUST · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $109K | $3.5M | 5.6% | |
| Vanguard Total International Stock Index | Mutual Funds | — | $83K | $2.6M | 4.2% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2020 TRUST · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $88K | $2.4M | 3.8% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2015 TRUST · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $80K | $2.0M | 3.1% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2045 TRUST · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $50K | $1.9M | 3.0% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2055 TRUST · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $49K | $1.9M | 3.0% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2050 TRUST · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $48K | $1.8M | 2.9% | |
| Vanguard Small-Cap Index | Mutual Funds | — | $5K | $1.7M | 2.6% | |
| with maturity dates through 2039 | Other securities | — | — | $1.5M | 2.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | $12K | $1.4M | 2.2% | |
| T. Rowe Price All Cap Opportunities | Other securities | — | $17K | $1.3M | 2.1% | |
| Prudential Total Return Bond Fund | Other securities | — | $15K | $1.1M | 1.8% | |
| MassMutual Select Mid Cap Growth Fund | Other securities | — | $20K | $487K | 0.8% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2005 TRUST · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $20K | $423K | 0.7% | |
| JPMorgan Equity Income Fund | Other securities | — | $18K | $341K | 0.5% | |
| Invesco Oppenheimer Developing Markets Fund | Mutual Funds | — | $10K | $286K | 0.5% | |
| Janus Henderson Triton Fund | Mutual Funds | — | $12K | $258K | 0.4% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2010 TRUST · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $8K | $191K | 0.3% | |
| Invesco Oppenheimer International Small-Mid Company Fund | Mutual Funds | — | $7K | $188K | 0.3% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2060 TRUST · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $7K | $170K | 0.3% | |
| MFS International Diversification Fund | Mutual Funds | — | $14K | $163K | 0.3% | |
| Delaware Small Cap Value Fund | Mutual Funds | — | $2K | $146K | 0.2% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Mutual Funds | — | $13K | $141K | 0.2% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT BALANCED TRUST · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $5K | $113K | 0.2% | |
| MFS Global Real Estate | Mutual Funds | — | $3K | $95K | 0.2% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2065 TRUST · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $6K | $90K | 0.1% | |
| John Hancock Funds Disciplined Value Mid Cap | Other securities | — | $5K | $75K | 0.1% | |
| PIMCO Income Fund | Mutual Funds | — | $6K | $56K | <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 |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $30K | — |