Heather ANYS signed Grand Traverse Band Economic Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grand Traverse Band Economic Development Corporation's EIN is 38-2512699.
Download the official 2024 Form 5500 (PDF) for Grand Traverse Band Economic Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Class K Fund | Mutual Funds | — | — | $4.4M | 19.3% | |
| MFS Total Return Bond Class A Fund | Mutual Funds | — | — | $3.8M | 17.0% | |
| Mainstay Large Cap Growth R2 Fund | Other securities | — | — | $2.2M | 9.8% | |
| Collective investment trust Invesco Stable value investment trust | Stable Value | — | — | $2.1M | 9.2% | |
| INVESCO STABLEVALUE RETIREMENT FUND INVESCO NATIONAL TRUST CO. · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.1M | 9.2% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $2.1M | 9.1% | |
| Blackrock Inflation Protected Bond Inv A Fund | Other securities | — | — | $1.2M | 5.4% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| MFS International Intrinsic Value Class A Fund | Mutual Funds | — | — | $991K | 4.4% | |
| Goldman Sachs International Equity Income Class A Fund | Other securities | — | — | $922K | 4.1% | |
| iShares Russell Mid-Cap Index Class K Fund | Other securities | — | — | $713K | 3.1% | |
| Carillon Eagle Mid Cap Growth Class A Fund | Other securities | — | — | $634K | 2.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $601K | 2.7% | |
| MFS Mid Cap Value A Fund | Mutual Funds | — | — | $584K | 2.6% | |
| Columbia Small Cap Index Fund | Common Collective Trusts | — | — | $470K | 2.1% | |
| ClearBridge Small Cap Growth Class A Fund | Other securities | — | — | $433K | 1.9% | |
| Columbia Small Cap Value Class A Fund | Other securities | — | — | $407K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Grand Traverse Band Economic Development Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
