Jason Couse signed Prism Maritime, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prism Maritime, LLC's EIN is 20-5613822.
Download the official 2024 Form 5500 (PDF) for Prism Maritime, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prism Maritime, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SRVCS (FORM BBT) | 20-5817590 | — | INVESTMENT ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Fund | Mutual Funds | — | — | $4.4M | 16.9% | |
| Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $3.3M | 12.5% | |
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $2.7M | 10.2% | |
| Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $2.4M | 9.1% | |
| Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $2.1M | 8.1% | |
| Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $1.8M | 7.0% | |
| Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $1.6M | 6.0% | |
| Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $1.2M | 4.8% | |
| Participant loans Interest bearing at 4.25% - 9.50%; maturing through | Bonds / Notes | — | — | $1.1M | 4.3% | |
| Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $961K | 3.7% | |
| Vanguard Target Ret 2065 Fund | Mutual Funds | — | — | $618K | 2.4% | |
| Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $584K | 2.2% | |
| Vanguard Sm Cap Index Fd Adm | Mutual Funds | — | — | $478K | 1.8% | |
| JPMorgan Equity Income R5 | Other securities | — | — | $435K | 1.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $367K | 1.4% | |
| Vanguard Dev Mrkts Indx Adm | Mutual Funds | — | — | $342K | 1.3% | |
| Lord Abbett Lord Abbett Growth Leaders R5 | Mutual Funds | — | — | $270K | 1.0% | |
| Dimensional DFA Int Core Equity Prt Inst | Mutual Funds | — | — | $210K | 0.8% | |
| JOHN HANCOCK STABLE VALUE GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $204K | 0.8% | |
| Lord Abbett Lord Abbett High Yield Cl R5 | Mutual Funds | — | — | $167K | 0.6% | |
| Dimensional DFA US Targeted Value Prt I | Mutual Funds | — | — | $150K | 0.6% | |
| Victory Capital USAA Short Term Bond R6 263 Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $141K | 0.5% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $129K | 0.5% | |
| Invesco Small Cap Growth R5 | Mutual Funds | — | — | $127K | 0.5% | |
| JPMorgan US Govt MMkt Cap CI | Other securities | — | — | $70K | 0.3% | |
| Vanguard Target Ret Income Fd | Mutual Funds | — | — | $53K | 0.2% | |
| John Hancock John Hancock Floating Rate Income R6 | Bonds / Notes | — | — | $39K | 0.1% | |
| American Century American Cent Mid Cap Value R6 | Other securities | — | — | $38K | 0.1% | |
| Loomis Inflation Prot Sec Inst | Other securities | — | — | $37K | 0.1% | |
| BBH Limited Duration Fund 255 American Funds American Funds Inflation Linked Bond Fund R6 | Mutual Funds | — | — | $24K | <0.1% | |
| Amundi US Pioneer Select Mid Cap Grwth Y | Other securities | — | — | $24K | <0.1% | |
| Vanguard Intl Growth Fund Adm | Mutual Funds | — | — | $14K | <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 |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | THIRD PARTY ADMIN | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES W. SNADER, PC | 54-1873714 | — | PLAN AUDITOR | $14K | — |
