TARA Evans, for TAG Resources signed Summerset Marine Construction, L.L.C's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summerset Marine Construction, L.L.C's EIN is 26-1611836.
Download the official 2024 Form 5500 (PDF) for Summerset Marine Construction, L.L.C from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summerset Marine Construction, L.L.C's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $3K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RET 2055 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 083 | Pooled Separate Account | — | — | $145K | 21.1% | |
| STATE STREET TARGET RET 2035 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 079 | Pooled Separate Account | — | — | $82K | 11.9% | |
| STATE STREET TARGET RET 2060 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 084 | Pooled Separate Account | — | — | $73K | 10.6% | |
| STATE STREET TARGET RETIREMENT 2065 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 289 | Pooled Separate Account | — | — | $64K | 9.4% | |
| STATE STREET TARGET RET 2045 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 081 | Pooled Separate Account | — | — | $59K | 8.6% | |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | — | — | $50K | 7.3% | |
| VANGUARD GROWTH INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 902 | Pooled Separate Account | — | — | $45K | 6.5% | |
| VANGUARD MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 903 | Pooled Separate Account | — | — | $22K | 3.3% | |
| STATE STREET TARGET RET 2025 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 077 | Pooled Separate Account | — | — | $21K | 3.0% | |
| STATE STREET TARGET RET 2050 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 082 | Pooled Separate Account | — | — | $19K | 2.8% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $18K | 2.7% | |
| PUTNAM LARGE CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $16K | 2.3% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $12K | 1.7% | |
| FIDELITY GLOBAL EX U.S. INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 158 | Pooled Separate Account | — | — | $11K | 1.6% | |
| STATE STREET TARGET RET 2030 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 078 | Pooled Separate Account | — | — | $11K | 1.6% | |
| VANGUARD SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 904 | Pooled Separate Account | — | — | $8K | 1.1% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $7K | 1.0% | |
| STATE STREET TARGET RET 2040 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 080 | Pooled Separate Account | — | — | $6K | 0.9% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | — | — | $4K | 0.6% | |
| Transamerica Stable Value Core Account | Stable Value | — | — | $3K | 0.4% | |
| STATE STREET TARGET RET 2020 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 076 | Pooled Separate Account | — | — | $3K | 0.4% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $1K | 0.2% | |
| DWS RREEF REAL ESTATE SECS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 026 | Pooled Separate Account | — | — | $713 | 0.1% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $511 | <0.1% | |
| PUTNAM SMALL CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 449 | Pooled Separate Account | — | — | $422 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203 | Pooled Separate Account | — | — | $275 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0538770 |
| — |
| INVESTMENT ADV. - PLAN |
| $209 |
| — |
