Jacob Studer signed Harbor Rail Services of CA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harbor Rail Services of CA's EIN is 95-4608228.
Download the official 2024 Form 5500 (PDF) for Harbor Rail Services of CA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harbor Rail Services of CA'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 | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGAN CPAS LP | 95-4326198 |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.6M | 24.8% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.0M | 16.3% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $546K | 8.5% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $513K | 8.0% | |
| LORD ABBETT DEV GRTH FD -R3 | Registered Investment Companies | — | — | $507K | 7.9% | |
| JANUS HENDERSON ENTERPRISE - R | Registered Investment Companies | — | — | $356K | 5.6% | |
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $258K | 4.0% | |
| FRANKLIN SMALL CAP VALUE FD-R | Registered Investment Companies | — | — | $184K | 2.9% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $179K | 2.8% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $156K | 2.4% | |
| FRANKLIN MUTUAL SHARES - R | Registered Investment Companies | — | — | $148K | 2.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $141K | 2.2% | |
| FRANKLIN HIGH INCOME - R | Registered Investment Companies | — | — | $119K | 1.9% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $102K | 1.6% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $97K | 1.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $84K | 1.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $62K | 1.0% | |
| FRANKLIN CORE PLUS BOND R | Registered Investment Companies | — | — | $47K | 0.7% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $43K | 0.7% | |
| PUTNAM INTL CAP OPP FD - R | Registered Investment Companies | — | — | $28K | 0.4% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $9K | 0.1% | |
| STATE ST TARG RET 2060 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 453 | Common Collective Trust | — | — | $3K | <0.1% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $441 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACCOUNTANT |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
