Steve Spalitta signed Georges Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Georges Enterprises, LLC's EIN is 35-2267243.
Download the official 2024 Form 5500 (PDF) for Georges Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Georges Enterprises, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $95K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOURGEOIS BENNETT, LLC | 72-0136870 |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE TARGET 2030 I | Registered Investment Companies | — | — | $7.2M | 13.0% | |
| T ROWE PRICE TARGET 2020 I | Registered Investment Companies | — | — | $5.5M | 9.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $5.3M | 9.6% | |
| TRP NEW HORIZONS - I | Registered Investment Companies | — | — | $4.5M | 8.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.8M | 6.8% | |
| T ROWE PRICE TARGET 2025 I | Registered Investment Companies | — | — | $3.0M | 5.5% | |
| T ROWE PRICE TARGET 2040 I | Registered Investment Companies | — | — | $2.7M | 4.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.5M | 4.5% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $2.4M | 4.3% | |
| T ROWE PRICE TARGET 2035 I | Registered Investment Companies | — | — | $2.1M | 3.8% | |
| T ROWE PRICE TARGET 2055 I | Registered Investment Companies | — | — | $1.9M | 3.3% | |
| T ROWE PRICE TARGET 2050 I | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| T ROWE PRICE TARGET 2010 I | Registered Investment Companies | — | — | $1.2M | 2.2% | |
| T ROWE PRICE TARGET 2045 I | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| PUT DYNAMIC ASSET ALLOC BAL R6 | Registered Investment Companies | — | — | $1.1M | 2.0% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $937K | 1.7% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $837K | 1.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $774K | 1.4% | |
| T ROWE PRICE TARGET 2015 I | Registered Investment Companies | — | — | $682K | 1.2% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $655K | 1.2% | |
| JPMORGAN US RSCH ENHANCED EQ I | Registered Investment Companies | — | — | $645K | 1.2% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $601K | 1.1% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $533K | 1.0% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $518K | 0.9% | |
| NUVEEN STRATEGIC INCOME I | Registered Investment Companies | — | — | $471K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $426K | 0.8% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $385K | 0.7% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $383K | 0.7% | |
| PUT DYNAMIC ASSET ALLOC CON R6 | Registered Investment Companies | — | — | $276K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $160K | 0.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $142K | 0.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $118K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $108K | 0.2% | |
| T ROWE PRICE TARGET 2005 I | Registered Investment Companies | — | — | $105K | 0.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $61K | 0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUDITOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $85K | — |
