Jessica Dixon signed Logistic Specialties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Logistic Specialties, Inc.'s EIN is 87-0297794.
Download the official 2024 Form 5500 (PDF) for Logistic Specialties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Logistic Specialties, 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 | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.2M | 18.1% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $841K | 12.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $792K | 12.1% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $757K | 11.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $416K | 6.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $394K | 6.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $337K | 5.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $331K | 5.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $284K | 4.3% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $158K | 2.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $152K | 2.3% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $150K | 2.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $119K | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $107K | 1.6% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $62K | 0.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $53K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $50K | 0.8% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $49K | 0.8% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $43K | 0.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $42K | 0.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $38K | 0.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $37K | 0.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $12K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $9K | 0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $8K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $8K | 0.1% | |
| FEDERATED CAP PRESERVATION - R FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $6K | <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 |
| $14K |
| — |
