LISA HEIM signed RJW Logistics Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RJW Logistics Group, Inc.'s EIN is 83-3562221.
Download the official 2024 Form 5500 (PDF) for RJW Logistics Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RJW Logistics Group, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $175K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.1M | 12.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.8M | 11.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 10.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.7M | 10.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 8.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 7.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $915K | 5.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $906K | 5.5% | |
| MFS GROWTH EQUITY S WILMINGTON TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $329K | 2.0% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $230K | 1.4% | |
| MFS MID CAP GROWTH FUND S WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $211K | 1.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $210K | 1.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $196K | 1.2% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $172K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $150K | 0.9% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $146K | 0.9% | |
| ALS SPECIAL MID CAP VALUE E2 WELLS FARGO BANK N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $139K | 0.8% | |
| ALLSPRING CORE PLUS BOND CIT E SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $135K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $122K | 0.7% | |
| CLEARBRIDGE INTL GR S1 WILMINGTON TRUST COMPANY · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $105K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $100K | 0.6% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $98K | 0.6% | |
| AB SMALL CAP GR CIT W SERIES S WILMINGTON TRUST COMPANY · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $89K | 0.5% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $78K | 0.5% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $33K |
| — |
