GREG Richardson signed Estes Express Lines' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Estes Express Lines' EIN is 95-3156091.
Download the official 2024 Form 5500 (PDF) for Estes Express Lines from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Estes Express Lines' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $127K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $19.4M | $23.7M | 14.7% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $16.3M | $17.6M | 10.9% | |
| Vanguard U.S. Growth Fund (Adm) | Mutual Funds | — | $14.7M | $16.1M | 10.0% | |
| BTC LIFEPATH RET O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859118 / PN 001 | Common Collective Trust | — | $13.5M | $13.8M | 8.6% | |
| Dodge & Cox Dodge and Cox Income Fund | Mutual Funds | — | $12.4M | $11.8M | 7.3% | |
| BTC LIFEPATH 2030 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849592 / PN 001 | Common Collective Trust | — | $9.0M | $10.0M | 6.2% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | $7.7M | $8.7M | 5.4% | |
| BTC LIFEPATH 2035 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849635 / PN 001 | Common Collective Trust | — | $7.3M | $8.2M | 5.1% | |
| Vanguard Windsor II Fund (Adm) | Mutual Funds | — | $7.8M | $7.8M | 4.9% | |
| PARTICIPANT LOANS * Participant Loans Interest Rates from 4.25% to 10.5% | Bonds / Notes | — | $7.2M | $7.2M | 4.5% | |
| BTC LIFEPATH 2045 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858957 / PN 001 | Common Collective Trust | — | $5.8M | $6.7M | 4.2% | |
| BTC LIFEPATH 2040 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2858930 / PN 001 | Common Collective Trust | — | $5.7M | $6.6M | 4.1% | |
| BTC LIFEPATH 2050 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859039 / PN 001 | Common Collective Trust | — | $3.4M | $4.0M | 2.5% | |
| BTC LIFEPATH 2055 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2859078 / PN 001 | Common Collective Trust | — | $3.3M | $3.9M | 2.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $3.8M | $3.8M | 2.4% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | $2.6M | $2.9M | 1.8% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $2.8M | $2.8M | 1.7% | |
| BTC LIFEPATH 2060 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1996611 / PN 001 | Common Collective Trust | — | $2.2M | $2.6M | 1.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | $2.0M | $1.9M | 1.1% | |
| BTC LIFEPATH 2065 O BLACKROCK INST. TRUST COMPANY, N. A · EIN 84-1858562 / PN 001 | Common Collective Trust | — | $1.4M | $1.6M | 1.0% | |
| REGISTERED INVESTMENT COMPANIES (Mutual Funds) * Fidelity Government Money Market | Mutual Funds | — | $54K | $54K | <0.1% | |
| BTC LIFEPATH 2025 O BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2849545 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
