Howard A. Simon signed Best Overnite Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Best Overnite Express, Inc.'s EIN is 95-4145079.
Download the official 2024 Form 5500 (PDF) for Best Overnite Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Best Overnite 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 |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES | — | RIVERWOODS, IL | NONE | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fr Index 2030 Mutual funds | Mutual Funds | — | — | $1.6M | 22.6% | |
| Fidelity Fr Index 2025 Mutual funds | Mutual Funds | — | — | $1.1M | 15.9% | |
| Fidelity Fr Index 2035 Mutual funds | Mutual Funds | — | — | $945K | 13.5% | |
| Fidelity Fr Index 2045 Mutual funds | Mutual Funds | — | — | $898K | 12.9% | |
| Fidelity Fr Index 2040 Mutual funds | Mutual Funds | — | — | $769K | 11.0% | |
| Notes receivables Participant loans, interest rates ranging from participants from 4.25% to 9.50%, various maturities - | Bonds / Notes | — | — | $334K | 4.8% | |
| Fidelity Fr Index 2050 Mutual funds | Mutual Funds | — | — | $322K | 4.6% | |
| Fidelity Fr Index 2060 Mutual funds | Mutual Funds | — | — | $284K | 4.1% | |
| Fidelity Fr Index 2055 Mutual funds | Mutual Funds | — | — | $188K | 2.7% | |
| Vanguard Intern-Term Bond Index Mutual funds | Mutual Funds | — | — | $123K | 1.8% | |
| Fidelity Fr Index 2020 Mutual funds | Mutual Funds | — | — | $86K | 1.2% | |
| Money Market Fund Interest bearing cash | Cash / Money Market | — | — | $61K | 0.9% | |
| Lord Abbett Short Duration Income R6 Mutual funds | Mutual Funds | — | — | $24K | 0.3% | |
| Fideltiy Magellan Mutual funds | Other securities | — | — | $21K | 0.3% | |
| American Funds Income Fund Mutual funds | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard High-Yield Corporate Adm Mutual funds | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard 500 Index Admiral Mutual funds | Common Collective Trusts | — | — | $9K | 0.1% | |
| Invesco Global Fund R6 Mutual funds | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Value Index Adm Mutual funds | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Small Cap Index Mutual funds | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Wellesley Income Admiral Mutual funds | Mutual Funds | — | — | $5K | <0.1% | |
| Cash Account Interest bearing cash | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
