Randall Bahlow signed Skybridge Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Skybridge Resources, LLC's EIN is 20-1947062.
Download the official 2024 Form 5500 (PDF) for Skybridge Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Skybridge Resources, LLC'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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DARWIN ADVISORS LLC | 46-1558828 | — | ADVISOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Freedom Index 2035 Institutional Premium Fund " | Mutual Funds | — | — | $730K | 19.0% | |
| JPMorgan Large Cap Growth R6 Fund " | Other securities | — | — | $513K | 13.3% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund " | Mutual Funds | — | — | $338K | 8.8% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund " | Mutual Funds | — | — | $299K | 7.8% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund " | Mutual Funds | — | — | $295K | 7.7% | |
| Fidelity Balanced K Fund " ** 104 * Fidelity Blue Chip Growth K Fund " | Mutual Funds | — | — | $293K | 7.6% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund " | Mutual Funds | — | — | $279K | 7.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $214K | 5.6% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund " | Mutual Funds | — | — | $178K | 4.6% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund " | Mutual Funds | — | — | $148K | 3.8% | |
| Fidelity OTC Portfolio K Fund " | Mutual Funds | — | — | $142K | 3.7% | |
| MFS International Diversification R6 Fund " | Mutual Funds | — | — | $70K | 1.8% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund " | Mutual Funds | — | — | $60K | 1.5% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $42K | 1.1% | |
| American Beacon Stephens Small Cap Growth Y Fund " | Other securities | — | — | $32K | 0.8% | |
| Fidelity Total Bond K6 Fund " ** 818 * Fidelity Freedom Index 2065 Institutional Premium Fund " | Mutual Funds | — | — | $31K | 0.8% | |
| Cohen & Steers Realty Shares Z Fund " ** 426 iShares MSCI EAFE International Index K Fund " | Other securities | — | — | $28K | 0.7% | |
| DFA US Large Company Portfolio Fund " | Mutual Funds | — | — | $17K | 0.5% | |
| American Funds New World R6 Fund " | Mutual Funds | — | — | $15K | 0.4% | |
| Fidelity Treasury Money Market Fund " | Mutual Funds | — | — | $15K | 0.4% | |
| Carillon Scout Mid Cap R6 Fund Mutual fund | Other securities | — | — | $11K | 0.3% | |
| PIMCO Real Return R Fund " ** 705 iShares US Aggregate Bond Index K Fund " | Mutual Funds | — | — | $11K | 0.3% | |
| American Beacon The London Company Income Equity R5 Fund " ** 230 PIMCO Investment Grade Credit Bond Institutional Fund " | U.S. Treasuries | — | — | $10K | 0.3% | |
| Fidelity Freedom Index Income Institutional Premium Fund " ** 82 * Fidelity Freedom Index 2020 Institutional Premium Fund " | Mutual Funds | — | — | $10K | 0.2% | |
| TCW MetWest High Yield Bond M Fund " ** 261 iShares Total US Stock Market Index K Fund " | Common Collective Trusts | — | — | $9K | 0.2% | |
| Fidelity Strategic Dividend & Income Fund " ** 607 * Fidelity Small Cap Value Fund " | Mutual Funds | — | — | $9K | 0.2% | |
| BlackRock Russell 2000 Growth Index R Fund Common collective trust | Common Collective Trusts | — | — | $5K | 0.1% | |
| BLKRK R2000 GR IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802395 / PN 006 | Common Collective Trust | — | — | $5K | 0.1% | |
| Fidelity International Growth Fund " | Mutual Funds | — | — | $5K | 0.1% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $5K | 0.1% | |
| Lord Abbett Short Duration Income R6 Fund " ** 83 Cohen & Steers Global Realty Shares, Inc. Z Fund " | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER | 04-3499945 | — | ACCOUNTANT/AUDITOR | $12K | — |
