Karen Wuellner signed Antonini Freight Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Antonini Freight Express, Inc.'s EIN is 94-2416592.
Download the official 2024 Form 5500 (PDF) for Antonini Freight Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Antonini Freight Express, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN_TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINDEC BENEFIT SERVICES | 85-3986400 | — | TPA RECORDKEEPER | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors DFA US Large Co Instl Index Port | Mutual Funds | — | — | $1.3M | 15.0% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $805K | 9.4% | |
| Vanguard Growth Index Fd Admiral | Mutual Funds | — | — | $546K | 6.4% | |
| Dimensional Fund Advisors DFA US Small Cap Port Inst | Mutual Funds | — | — | $535K | 6.3% | |
| Payden & Rygel Payden Strategic Income Fund | Other securities | — | — | $502K | 5.9% | |
| Dimensional Fund Advisors DFA US Large Cap Value Port Instl | Mutual Funds | — | — | $485K | 5.7% | |
| American Funds New Prospective Fund | Mutual Funds | — | — | $479K | 5.6% | |
| PARTICIPANT LOANS - 5.25% to 10.5% | Bonds / Notes | — | — | $440K | 5.2% | |
| Vanguard Short-term Inv Grade | Mutual Funds | — | — | $415K | 4.9% | |
| Vanguard Developed Mkts Index | Mutual Funds | — | — | $380K | 4.5% | |
| Payden & Rygel Payden Absolute Return Bond | Other securities | — | — | $376K | 4.4% | |
| Payden & Rygel Payden High Income Fund | Other securities | — | — | $326K | 3.8% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $273K | 3.2% | |
| Schwab Government Money Market Fund | Mutual Funds | — | — | $272K | 3.2% | |
| Dimensional Fund Advisors DFA Emerging Mkts Core Equity Port Instl | Mutual Funds | — | — | $217K | 2.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $207K | 2.4% | |
| Fidelity Select Medical Equip & System | Mutual Funds | — | — | $204K | 2.4% | |
| Vanguard Intl Growth Admiral | Mutual Funds | — | — | $129K | 1.5% | |
| U.S. Government US Treasur NT - 2.75% | Bonds / Notes | — | — | $125K | 1.5% | |
| Eaton Vance Eaton Vance Floating Rate Adv | Bonds / Notes | — | — | $115K | 1.3% | |
| Vanguard Interm Term Inv Grade | Mutual Funds | — | — | $57K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $27K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $18K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $14K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| Blackrock High Yield Bd Port CL K | Other securities | — | — | $7K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Sec Port | Mutual Funds | — | — | $4K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA US Sustain Core 1 Port Instl | Mutual Funds | — | — | $871 | <0.1% | |
| Dimensional Fund Advisors DFA International Core Eqty Port Inst | Mutual Funds | — | — | $637 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $454 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $316 | <0.1% | |
| Tortoise MLP & Pipeline Inst | Other securities | — | — | $193 | <0.1% | |
| Dodge & Cox Dodge & Cox Intl Stock FD | Mutual Funds | — | — | $188 | <0.1% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $82 | <0.1% | |
| TCW Emerging Markets Inc | Common Stocks | — | — | $63 | <0.1% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $49 | <0.1% | |
| Pimco Intl Bond US Dollar Hedge Inst | Mutual Funds | — | — | $2 | <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 |
|---|---|---|---|---|---|
| FINDEC WEALTH SERVICES, INC. | 85-3994987 | — | INVESTMENT ADVISOR | — | — |
