Christine Oakes signed Enstar (US) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enstar (US) Inc.'s EIN is 20-0683870.
Download the official 2024 Form 5500 (PDF) for Enstar (US) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enstar (US) Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | RETAINED BY CLIENT | $35K | — |
| CARON & BLETZER, PLLC | 04-3499945 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund " | Mutual Funds | — | — | $30.9M | 23.1% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $15.2M | 11.3% | |
| The Growth Fund of America " | Other securities | — | — | $10.0M | 7.5% | |
| JP Morgan U.S. Equity " | Other securities | — | — | $9.7M | 7.2% | |
| Fidelity Advantage Growth Opp " | Mutual Funds | — | — | $5.3M | 4.0% | |
| PIMCO Total Return " | Mutual Funds | — | — | $4.5M | 3.4% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $4.5M | 3.3% | |
| JP Morgan Mid Cap Value " | Other securities | — | — | $4.2M | 3.1% | |
| Invesco Growth & Income " | Mutual Funds | — | — | $4.0M | 3.0% | |
| T. Rowe Price Equity Income " | Other securities | — | — | $3.8M | 2.8% | |
| Vanguard Mid Cap Index " | Mutual Funds | — | — | $3.3M | 2.5% | |
| Macquarie Mid Cap Growth " | Other securities | — | — | $2.9M | 2.1% | |
| Lord Abbett High Yield Fund " | Mutual Funds | — | — | $2.7M | 2.0% | |
| American EuroPacific Growth " | Other securities | — | — | $2.6M | 1.9% | |
| NYLI Short Term Bond " | Other securities | — | — | $2.3M | 1.7% | |
| Cohen & Steers Real Estate " | Other securities | — | — | $1.5M | 1.1% | |
| Vanguard Total International Index " | Mutual Funds | — | — | $1.5M | 1.1% | |
| Vanguard Total Bond Market " | Mutual Funds | — | — | $1.3M | 1.0% | |
| MFS International Intrinsic Value " | Mutual Funds | — | — | $1.2M | 0.9% | |
| MFS Diversified Income " | Mutual Funds | — | — | $1.2M | 0.9% | |
| MFS Total Return Fund " | Mutual Funds | — | — | $1.1M | 0.8% | |
| American Capital World Bond Mutual fund | Other securities | — | — | $1.1M | 0.8% | |
| Invesco Main Street " | Mutual Funds | — | — | $1.0M | 0.8% | |
| JP Morgan Emerging Markets Equity " | Other securities | — | — | $1.0M | 0.8% | |
| Calvert US LC Core " | Other securities | — | — | $926K | 0.7% | |
| Fidelity Low-Priced Stock Fund " | Mutual Funds | — | — | $906K | 0.7% | |
| MFS International New Discovery " | Mutual Funds | — | — | $416K | 0.3% | |
| MFS Growth Allocation " | Mutual Funds | — | — | $163K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RETAINED BY CLIENT |
| $14K |
| — |
