Louise Clark signed Bluestar Resort & Golf LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluestar Resort & Golf LLC's EIN is 20-3663263.
Download the official 2024 Form 5500 (PDF) for Bluestar Resort & Golf LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluestar Resort & Golf 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEDMAN PARTNERS LLP | — | VALENCIA, CA | NONE | $15K | — |
| MERCER (US) INC MERCER INVESTMENTS |
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 | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $944K | 8.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $888K | 7.6% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $882K | 7.5% | |
| MassMutual SAGIC Core Bond I | Other securities | — | — | $820K | 7.0% | |
| T. Rowe Price Instl Large Cap Growth Fund | Other securities | — | — | $774K | 6.6% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $649K | 5.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $589K | 5.0% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $476K | 4.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $446K | 3.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $402K | 3.4% | |
| Vanguard Total Intl Stock Index | Mutual Funds | — | — | $353K | 3.0% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $347K | 3.0% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $304K | 2.6% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $290K | 2.5% | |
| Vanguard Target Retire 2070 Trust II | Mutual Funds | — | — | $274K | 2.3% | |
| CONESTOGA SMID CAP GROWTH CIF A COMERICA BANK · EIN 83-6448706 / PN 001 | Common Collective Trust | — | — | $274K | 2.3% | |
| DFA US Targeted Value | Mutual Funds | — | — | $244K | 2.1% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK FUNDS · EIN 45-2395022 / PN 000 | Common Collective Trust | — | — | $193K | 1.6% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $187K | 1.6% | |
| Notes receivable from participants | Other securities | — | — | $165K | 1.4% | |
| Vanguard Target Retire Income Trust II | Mutual Funds | — | — | $110K | 0.9% | |
| WILLIAM BLAIR INTL LEADERS CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $110K | 0.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $98K | 0.8% | |
| William Blair International Leaders CIT | Common Collective Trusts | — | — | $75K | 0.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $75K | 0.6% | |
| Conestoga SMid Cap Growth CIF A | Common Collective Trusts | — | — | $8K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| JACKSON SQUARE SMID CAP GROWTH CIT SEI INVESTMENTS · EIN 83-1514937 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHICAGO, IL |
| NONE |
| $6K |
| — |