Pamela D Burns signed International Bay Clubs, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Bay Clubs, LLC's EIN is 45-5490409.
Download the official 2024 Form 5500 (PDF) for International Bay Clubs, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Bay Clubs, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | — | IRVINE, CA | INVESTMENT ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company SF Guaranteed Contract*** | Common Stocks | — | — | $1.8M | 48.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $247K | 6.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $244K | 6.5% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $239K | 6.4% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $192K | 5.1% | |
| DODGE AND COX INCOME - I DODGE AND COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $181K | 4.9% | |
| Maturities Ranging from March 2025 through August 2028 - | Other securities | — | — | $177K | 4.7% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $97K | 2.6% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $93K | 2.5% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $92K | 2.5% | |
| American Funds International VNTG R6 | Mutual Funds | — | — | $90K | 2.4% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $70K | 1.9% | |
| MFS Investment Management MFS New Discovery Fund | Mutual Funds | — | — | $43K | 1.1% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $39K | 1.1% | |
| Fidelity Investments MidCap Index Fund | Common Collective Trusts | — | — | $30K | 0.8% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $24K | 0.7% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $19K | 0.5% | |
| MFS Investment Management Global Real Estate Fund | Mutual Funds | — | — | $19K | 0.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $12K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $7K | 0.2% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| VICTORY SYCAMORE ESTABLISHED VALUE VICTORY CAPITAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | 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.
