Katherine Bowling signed WACO Transit Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WACO Transit Systems, Inc.'s EIN is 74-1878112.
Download the official 2024 Form 5500 (PDF) for WACO Transit Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WACO Transit Systems, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FSC SECURITIES CORPORATION | — | ATLANTA, GA | INVESTMENT ADVISOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Conserv GR N/R | Mutual Funds | — | — | $517K | 25.4% | |
| Vanguard Life Strategy Moderate N/R | Mutual Funds | — | — | $436K | 21.4% | |
| Group Annuity Contract * Empower Annuity Insurance Guaranteed Income Fund N/R | Common Stocks | — | — | $387K | 19.0% | |
| Company of America Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $121K | 5.9% | |
| GR Vanguard Life Strategy GR FD N/R | Mutual Funds | — | — | $95K | 4.6% | |
| Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $87K | 4.3% | |
| Admiral JPMorgan JP Morgan Core Bond R6 N/R | Other securities | — | — | $78K | 3.8% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $68K | 3.3% | |
| PGIM Total Return Bond R6 N/R | Other securities | — | — | $66K | 3.2% | |
| Vanguard Equity Income Admiral N/R | Mutual Funds | — | — | $47K | 2.3% | |
| PGIM High Yield R6 N/R | Other securities | — | — | $41K | 2.0% | |
| Vanguard Mid Cap Value Index N/R | Mutual Funds | — | — | $37K | 1.8% | |
| Admiral JPMorgan Mid Cap Growth R6 N/R | Other securities | — | — | $27K | 1.3% | |
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $21K | 1.0% |
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 |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | NEW CASTLE, PA | AUDITOR | $33K | — |
| WACO TRANSIT SYSTEM | — | FORT WORTH, TX | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37 | — |
