A & M Transport, LLC's EIN is 82-3486465.
Download the official 2024 Form 5500 (PDF) for A & M Transport, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A & M Transport, LLC'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZUNA, LLC | 84-3327226 | — | INVESTMENT ADVISOR | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen TIAA LifecycBl25 Cit Fd Registered investment company | Common Collective Trusts | — | — | $888K | 14.4% | |
| GOLDMAN SACHS STABLE VALUE CT GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $859K | 13.9% | |
| Nuveen TIAA LifecycBl50 Cit Fd Registered investment company | Common Collective Trusts | — | — | $618K | 10.0% | |
| Nuveen TIAA LifecycBl30 Cit Fd Registered investment company | Common Collective Trusts | — | — | $555K | 9.0% | |
| Nuveen TIAA LifecycBl35 Cit Fd Registered investment company | Common Collective Trusts | — | — | $459K | 7.4% | |
| Schwab S&P 500 Index Registered investment company | Common Collective Trusts | — | — | $394K | 6.4% | |
| Nuveen TIAA LifecycBl40 Cit Fd Registered investment company | Common Collective Trusts | — | — | $371K | 6.0% | |
| Baird Core Plus Bond Inst Registered investment company | Common Stocks | — | — | $305K | 4.9% | |
| T. Rowe Price Large Cap Growth Registered investment company | Common Stocks | — | — | $254K | 4.1% | |
| Nuveen TIAA LifecycBl45 Cit Fd Registered investment company | Common Collective Trusts | — | — | $254K | 4.1% | |
| Goldman Sachs GQG Partners Intl Opp Registered investment company | Common Stocks | — | — | $228K | 3.7% | |
| Nuveen TIAA LifecycBl20 Cit Fd Registered investment company | Common Collective Trusts | — | — | $212K | 3.4% | |
| JP Morgan Equity Income R6 Registered investment company | Common Stocks | — | — | $146K | 2.4% | |
| Nuveen TIAA LifecycBl55 Cit Fd Registered investment company | Common Collective Trusts | — | — | $97K | 1.6% | |
| JP Morgan Mid Cap Growth R5 Registered investment company | Common Stocks | — | — | $88K | 1.4% | |
| JP Morgan Small Cap Equity R6 Registered investment company | Common Stocks | — | — | $81K | 1.3% | |
| Nuveen TIAA LifeCycBl Cit Fd Registered investment company | Common Collective Trusts | — | — | $74K | 1.2% | |
| Nuveen TIAA LifecycBl10 Cit Fd Registered investment company | Common Collective Trusts | — | — | $70K | 1.1% | |
| Nuveen TIAA LifecycBl60 Cit Fd Registered investment company | Common Collective Trusts | — | — | $64K | 1.0% | |
| JP Morgan Mid Cap Value R6 Registered investment company | Common Stocks | — | — | $49K | 0.8% | |
| Virtus Kar Small Cap Value Fund R6 Registered investment company | Common Stocks | — | — | $31K | 0.5% | |
| Nuveen TIAA LifecycBl65 Cit Fd Registered investment company | Common Collective Trusts | — | — | $24K | 0.4% | |
| Notes receivable from participants Bearing interest at 5.25%-10.25% - | Bonds / Notes | — | — | $12K | 0.2% | |
| Vanguard Extended Market Idx Adm Registered investment company | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Emerging Mkts Stock Adm Registered investment company | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral Registered investment company | Mutual Funds | — | — | $4K | <0.1% | |
| Participant Loan Contributions Pending Corrected Under Repayments are Contributions Corrected Correction VFCP and Included: Not Corrected Outside VFCP in VFCP PTE 2002-51 o - $ | Participant loans | — | — | $2K | <0.1% | |
| American Funds Capital World Registered investment company | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity International Index Registered investment company | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| PRIME PENSIONS NORTHWEST LLC | 87-3599091 | — | TPA | $4K | — |
