NORA Black signed LDS Transportation Holdings, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LDS Transportation Holdings, LLC's EIN is 83-3563628.
Download the official 2023 Form 5500 (PDF) for LDS Transportation Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)LDS Transportation Holdings, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC | 43-1270780 | — | INVESTMENT ADVISORY | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET TGT RET 2040 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $1.3M | 11.5% | |
| STATE STREET TGT RET 2045 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $1.3M | 11.5% | |
| STATE STREET TGT RET 2025 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $1.2M | 10.7% | |
| STATE STREET TGT RET 2035 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $1.1M | 10.4% | |
| STATE STREET TGT RET 2030 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $1.1M | 10.2% | |
| STATE STREET TGT RET 2050 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $963K | 8.8% | |
| STATE STREET TGT RET 2020 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $710K | 6.5% | |
| STATE STREET TGT RET 2055 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $618K | 5.6% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $593K | 5.4% | |
| PGIM Investments PGIM Total Return Bond Fund | Other securities | — | — | $358K | 3.3% | |
| STATE STREET TGT RET 2060 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $273K | 2.5% | |
| MFS Investment Management MFS Growth Fund | Mutual Funds | — | — | $270K | 2.5% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $213K | 1.9% | |
| JP Morgan Funds JPMorgan Equity Income Fund | Other securities | — | — | $199K | 1.8% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $147K | 1.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $146K | 1.3% | |
| Participants Participant Loans Rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $143K | 1.3% | |
| MFS Investment Management MFS International Diversification Fund | Mutual Funds | — | — | $103K | 0.9% | |
| American Century Investments American Century Small Cap Value Fund | Other securities | — | — | $96K | 0.9% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $96K | 0.9% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $49K | 0.4% | |
| (E) | Other securities | — | — | $28K | 0.3% | |
| STATE STREET TGT RET 2065 NL M STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $28K | 0.3% | |
| STATE STREET TGT RET INC NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
