Steve Nelligan signed U.S. Transport, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Transport, Inc.'s EIN is 85-0357203.
Download the official 2024 Form 5500 (PDF) for U.S. Transport, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Transport, Inc.'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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO RealPath Bld 2025 Ins Fund Registered Investment Company | Mutual Funds | — | — | $379K | 12.3% | |
| PIMCO RealPath Bld 2040 Ins Fund Registered Investment Company | Mutual Funds | — | — | $365K | 11.9% | |
| PIMCO RealPath Bld 2035 Ins Fund Registered Investment Company | Mutual Funds | — | — | $364K | 11.8% | |
| PIMCO RealPath Bld 2030 Ins Fund Registered Investment Company | Mutual Funds | — | — | $324K | 10.5% | |
| Fidelity Total Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $208K | 6.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $183K | 6.0% | |
| PIMCO RealPath Bld 2045 Ins Fund Registered Investment Company | Mutual Funds | — | — | $170K | 5.5% | |
| Principal Capital Appreciation Account Pooled Separate Account | Pooled Separate Accounts | — | — | $162K | 5.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $162K | 5.3% | |
| PIMCO RealPath Bld 2050 Ins Fund Registered Investment Company | Mutual Funds | — | — | $144K | 4.7% | |
| Western Asset Cr Pls Bd IS Fund Registered Investment Company ** 722 PIMCO RealPath Bld Inc Inst Fund Registered Investment Company | Mutual Funds | — | — | $122K | 4.0% | |
| Guaranteed Interest Account Guaranteed Investment Contract | Stable Value | — | — | $120K | 3.9% | |
| MFS International Diversification R6 Fund Registered Investment Company | Mutual Funds | — | — | $86K | 2.8% | |
| PIMCO RealPath Bld 2060 Ins Fund Registered Investment Company | Mutual Funds | — | — | $85K | 2.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $81K | 2.6% | |
| Vanguard Sm Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $76K | 2.5% | |
| maturing through March 2029 0 | Other securities | — | — | $54K | 1.7% | |
| PIMCO RealPath Bld 2055 Ins Fund Registered Investment Company | Mutual Funds | — | — | $38K | 1.2% | |
| American Funds NewPrsp R6 Fund Registered Investment Company | Mutual Funds | — | — | $34K | 1.1% | |
| (E) | Other securities | — | — | $34K | 1.1% | |
| Vgd Ttl International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $21K | 0.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $17K | 0.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $13K | 0.4% | |
| PIMCO RealPath Bld 2065 Ins Fund Registered Investment Company | Mutual Funds | — | — | $11K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Principal MidCap Value I Account Pooled Separate Account ** 368 * Principal MidCap Account Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $3K | 0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $368 | <0.1% |
