Susan Dupons signed Neovia Logistics Distribution, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neovia Logistics Distribution, LP's EIN is 80-0610333.
Download the official 2024 Form 5500 (PDF) for Neovia Logistics Distribution, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neovia Logistics Distribution, LP's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Mutual fund | Common Collective Trusts | — | — | $11.9M | 11.1% | |
| T. ROWE PRICE RETIREMENT 2040 H Collective trust fund | Common Collective Trusts | — | — | $11.5M | 10.7% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11.5M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2035 H Collective trust fund | Common Collective Trusts | — | — | $9.6M | 9.0% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.6M | 9.0% | |
| T. ROWE PRICE RETIREMENT 2045 H Collective trust fund | Common Collective Trusts | — | — | $8.4M | 7.8% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.4M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2030 H Collective trust fund | Common Collective Trusts | — | — | $8.2M | 7.6% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.2M | 7.6% | |
| T. ROWE PRICE RETIREMENT 2050 H Collective trust fund | Common Collective Trusts | — | — | $7.8M | 7.3% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.8M | 7.3% | |
| T. ROWE PRICE RETIREMENT 2055 H Collective trust fund | Common Collective Trusts | — | — | $6.5M | 6.1% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.5M | 6.1% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $6.4M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2020 H Collective trust fund | Common Collective Trusts | — | — | $4.4M | 4.1% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.4M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2025 H Collective trust fund | Common Collective Trusts | — | — | $4.0M | 3.7% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.7% | |
| FIDELITY MID CAP INDEX FUND Mutual fund | Common Collective Trusts | — | — | $3.6M | 3.4% | |
| GALLIARD STABLE RETURN FUND CORE Stable value fund | Stable Value | — | — | $2.7M | 2.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.5% | |
| JPMORGAN EQUITY INCOME FUND CLASS R6 Mutual fund | Other securities | — | — | $2.5M | 2.4% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES HLS FUND Mutual fund | Other securities | — | — | $2.5M | 2.3% | |
| FIDELITY INTERNATIONAL INDEX FUND Mutual fund | Common Collective Trusts | — | — | $2.0M | 1.9% | |
| TOUCHSTONE LARGE CAP FOCUSED FUND CLASS R6 Mutual fund | Other securities | — | — | $1.9M | 1.8% | |
| BROKERAGELINK Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.9M | 1.8% | |
| PRUDENTIAL TOTAL RETURN BOND FUND Mutual fund | Other securities | — | — | $1.8M | 1.6% | |
| JANUS HENDERSON TRITON FUND CLASS N Mutual fund | Mutual Funds | — | — | $1.6M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 H Collective trust fund | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.3% | |
| FIDELITY U.S. BOND CAP INDEX FUND Mutual fund | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 H Collective trust fund | Common Collective Trusts | — | — | $1.1M | 1.0% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| FIDELITY SMALL CAP INDEX FUND Mutual fund | Common Collective Trusts | — | — | $1.0M | 1.0% | |
| VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY FUND R6 Mutual fund | Common Stocks | — | — | $378K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 H Collective trust fund | Common Collective Trusts | — | — | $233K | 0.2% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $233K | 0.2% | |
| JOHN HANCOCK FUNDS DISCIPLINED VALUE MID CAP FUND CLASS R6 Mutual fund | Other securities | — | — | $86K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 H Collective trust fund | Common Collective Trusts | — | — | $78K | <0.1% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $78K | <0.1% | |
| BLACKROCK MID-CAP GROWTH EQUITY FUND L1 Collective trust fund | Common Collective Trusts | — | — | $61K | <0.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $61K | <0.1% | |
| FIDELITY GOVERNMENT MONEY MARKET FUND Mutual fund | Mutual Funds | — | — | $25K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 H Collective trust fund | Common Collective Trusts | — | — | $15K | <0.1% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $15K | <0.1% |
