Moulton Logistics Management's EIN is 95-2561895.
Download the official 2023 Form 5500 (PDF) for Moulton Logistics Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Moulton Logistics Management'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DELAWARE SMALL CAP CORE R6 4 REGISTERED INVESTMENT COMPANY JPMORGAN GLOBAL ALLOCATION R6 | Registered Investment Companies | — | — | $1.4M | 26.4% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $877K | 17.0% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $686K | 13.3% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $604K | 11.7% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $272K | 5.3% | |
| BLK INTERNATIONAL INST | Registered Investment Companies | — | — | $256K | 5.0% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $240K | 4.7% | |
| MET WEST TOTAL RETURN BND PLAN | Registered Investment Companies | — | — | $195K | 3.8% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $182K | 3.5% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $177K | 3.4% | |
| BLACKROCK MID CAP DIVIDEND I | Registered Investment Companies | — | — | $126K | 2.4% | |
| BLACKROCK FEDFUND INSTL | Registered Investment Companies | — | — | $101K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $3K |
| — |
