Julie Huang signed Storer Transportation Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Storer Transportation Service, Inc.'s EIN is 94-2147709.
Download the official 2024 Form 5500 (PDF) for Storer Transportation Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Storer Transportation Service, 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 |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADV | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | CONTRACT ADMINISTRATOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank - Schwab S&P 500 Mutual fund N/A | Common Collective Trusts | — | — | $3.9M | 18.6% | |
| Charles Schwab Trust Bank - American Funds 2030 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $3.8M | 18.2% | |
| Charles Schwab Trust Bank - American Funds 2040 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $3.6M | 17.2% | |
| Charles Schwab Trust Bank - American Funds 2050 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $2.5M | 11.9% | |
| INVESCO STABLE VALUE TRUST FUND INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.9M | 9.2% | |
| Charles Schwab Trust Bank - American Funds 2020 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $1.2M | 5.7% | |
| Charles Schwab Trust Bank - American Funds 2065 Target Date Retirement Mutual fund N/A 312 * Charles Schwab Trust Bank - Schwab International Mutual fund N/A | Mutual Funds | — | — | $695K | 3.3% | |
| Charles Schwab Trust Bank - Schwab Small Cap Mutual fund N/A | Mutual Funds | — | — | $537K | 2.6% | |
| Charles Schwab Trust Bank - Vanguard Mid Cap Mutual fund N/A | Mutual Funds | — | — | $438K | 2.1% | |
| Charles Schwab Trust Bank - Cash Account Cash N/A 585 * Charles Schwab Trust Bank - Notes receivable from participants Interest rates at 4.25% through 9.50% N/A | Mutual Funds | — | — | $356K | 1.7% | |
| Charles Schwab Trust Bank - Vanguard Total Bond Market Mutual fund N/A | Mutual Funds | — | — | $335K | 1.6% | |
| Charles Schwab Trust Bank - Vanguard Total Intl Bond Mutual fund N/A | Mutual Funds | — | — | $287K | 1.4% | |
| Charles Schwab Trust Bank - American Funds 2060 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $262K | 1.3% | |
| Charles Schwab Trust Bank - Vanguard Real Estate Mutual fund N/A | Mutual Funds | — | — | $164K | 0.8% | |
| Charles Schwab Trust Bank - Vanguard Interm-Term Treasury Mutual fund N/A | Mutual Funds | — | — | $157K | 0.8% | |
| Charles Schwab Trust Bank - American Funds 2035 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $136K | 0.7% | |
| Charles Schwab Trust Bank - American Funds 2025 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $127K | 0.6% | |
| Charles Schwab Trust Bank - Vanguard Emerging Markets Stock Mutual fund N/A | Mutual Funds | — | — | $99K | 0.5% | |
| Charles Schwab Trust Bank - American Funds 2055 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $64K | 0.3% | |
| Charles Schwab Trust Bank - American Funds 2010 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $56K | 0.3% | |
| Charles Schwab Trust Bank - American Funds 2045 Target Date Retirement Mutual fund N/A | Mutual Funds | — | — | $29K | 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |