Susan Kelley signed Grand River Navigation Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grand River Navigation Company, Inc.'s EIN is 16-1465146.
Download the official 2024 Form 5500 (PDF) for Grand River Navigation Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grand River Navigation Company, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S American Funds 2035 Target Date R6 | Mutual Funds | — | $97K | $1.9M | 16.6% | |
| FID 500 Index | Common Collective Trusts | — | $9K | $1.8M | 16.3% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | $79K | $1.1M | 9.6% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | $45K | $938K | 8.4% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | $51K | $873K | 7.8% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | $26K | $543K | 4.9% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | $19K | $510K | 4.6% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | $25K | $507K | 4.6% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | $25K | $442K | 4.0% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | $26K | $387K | 3.5% | |
| MFS Growth R6 | Mutual Funds | — | $2K | $387K | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $364K | $364K | 3.3% | |
| JPMorgan Equity Income R6 | Other securities | — | $11K | $263K | 2.4% | |
| FID Extended Market Index | Mutual Funds | — | $2K | $184K | 1.7% | |
| Principal SmallCap Growth I R6 | Other securities | — | $11K | $169K | 1.5% | |
| FID Total International Index Fund | Common Collective Trusts | — | $10K | $131K | 1.2% | |
| MFS International Diversification R6 | Mutual Funds | — | $5K | $109K | 1.0% | |
| GG Franklin Small Cap Value | Mutual Funds | — | $5K | $98K | 0.9% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $98K | 0.9% | |
| PGIM Total Return Bond R6 | Other securities | — | $6K | $75K | 0.7% | |
| FID US Bond Index | Mutual Funds | — | $6K | $59K | 0.5% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | $5K | $59K | 0.5% | |
| American Funds 2065 Target Date R3 | Mutual Funds | — | $3K | $53K | 0.5% | |
| American Funds 2015 Target Date R6 779 | Mutual Funds | — | — | $10K | <0.1% | |
| MONEY MARKET FUND SHARES/UNITS * FID Government Money Market K6 | Mutual Funds | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
