Patrick Daily signed Nacarato Trucks General Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nacarato Trucks General Partnership's EIN is 81-1032763.
Download the official 2024 Form 5500 (PDF) for Nacarato Trucks General Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nacarato Trucks General Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $2.0M | 12.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 11.7% | |
| BlackRock Total Return K Fund | Mutual Funds | — | — | $1.7M | 10.3% | |
| Vanguard US Growth Admiral Fd | Mutual Funds | — | — | $1.4M | 8.8% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $1.2M | 7.1% | |
| Vanguard Windsor Admiral Fund | Mutual Funds | — | — | $858K | 5.3% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $758K | 4.7% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $730K | 4.5% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $696K | 4.3% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $598K | 3.7% | |
| * AUL Stable Value Account Series A | Insurance Contracts | — | — | $524K | 3.2% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $448K | 2.8% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | — | $410K | 2.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $397K | 2.4% | |
| Fidelity Total Market Index Fd | Common Collective Trusts | — | — | $381K | 2.3% | |
| Principal SmallCap Inst Fund+ | Other securities | — | — | $333K | 2.0% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $325K | 2.0% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $272K | 1.7% | |
| Federated Investment Mgmt. Fed Hm Inst Hi Yld BdInst Fund | Other securities | — | — | $270K | 1.7% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $260K | 1.6% | |
| Principal MidCap Growth Inst Fund+ | Other securities | — | — | $243K | 1.5% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $166K | 1.0% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | — | $164K | 1.0% | |
| Principal Real Estate Securities R6 Fund+ | Other securities | — | — | $160K | 1.0% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Janus Henderson Janus Henderson Forty N Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | — | $9K | <0.1% | |
| Franklin Mutual Advisers Franklin Mutual Beacon Z Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Virtus Investment Advisers Virtus Emerg Mkts Opp Instl Fd | Other securities | — | — | $4K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $2K | <0.1% | |
| FIT CONSERVATIVE PORT COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT GROWTH PORTFOLIO COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT MODERATE CONSER PORT COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT AGGRESSIVE PORT COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIT BALANCED PORT COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAFTCPAS PLLC | 62-0713250 | — | ACCOUNTANT | $14K | — |
