Howard Berlly signed Romark Logistics of Texas, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Romark Logistics of Texas, Inc.'s EIN is 74-2078596.
Download the official 2024 Form 5500 (PDF) for Romark Logistics of Texas, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Romark Logistics of Texas, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Sagic Diversified Bond I Guaranteed Investment Contract | Stable Value | — | — | $5.4M | 22.2% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | Other securities | — | — | $2.0M | 8.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.7M | 6.9% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 6.7% | |
| American Funds Fundamental Investors R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 6.7% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | Other securities | — | — | $1.5M | 6.3% | |
| Federated Hermes Total Return Bond R6 Mutual Fund | Other securities | — | — | $1.3M | 5.3% | |
| Participant Loans Participant Loans*** | Participant loans | — | — | $1.2M | 4.8% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | Other securities | — | — | $1.1M | 4.7% | |
| Jpmorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $1.1M | 4.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $892K | 3.7% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $727K | 3.0% | |
| American Funds Capital World G/I R6 Mutual Fund | Mutual Funds | — | — | $555K | 2.3% | |
| Blackrock Lifepath Index Retirement K Mutual Fund | Other securities | — | — | $452K | 1.9% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | Other securities | — | — | $424K | 1.8% | |
| Fidelity Us Bond Index Mutual Fund | Mutual Funds | — | — | $410K | 1.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $379K | 1.6% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $346K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $308K | 1.3% | |
| Blackrock Lifepath Index 2035 K Mutual Fund | Other securities | — | — | $281K | 1.2% | |
| American Funds Smallcap World R6 Mutual Fund | Mutual Funds | — | — | $250K | 1.0% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | Other securities | — | — | $224K | 0.9% | |
| Fidelity Global Ex Us Index Mutual Fund | Mutual Funds | — | — | $159K | 0.7% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | Other securities | — | — | $151K | 0.6% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $92K | 0.4% | |
| VANGUARD EMERGING MKTS STOCK IDX AD VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $57K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $57K | 0.2% | |
| Mass Mutual US Govt Mny Mkt R5 Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| Jpmorgan U.S. Value R6 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
