Hendry Marine Industries, Inc.'s EIN is 47-2955202.
Download the official 2024 Form 5500 (PDF) for Hendry Marine Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hendry Marine Industries, Inc.'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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 12-2638166 | TAMPA, FL | INVESTMENT ADVISOR | $35K | — |
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.
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 |
|---|---|---|---|---|---|
| KB PENSION SERVICES | 65-0721164 | LAKEWOOD RANCH, FL | TPA | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.7M | 21.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.8M | 14.6% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.8M | 14.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $1.3M | 10.5% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.2M | 9.5% | |
| General Account | Other securities | — | — | $740K | 5.9% | |
| Varying maturities; interest rates range between * Various participant loans 5.25% and 10.50% | Bonds / Notes | — | — | $579K | 4.6% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $379K | 3.0% | |
| American Funds American Balanced R6 " | Mutual Funds | — | — | $330K | 2.6% | |
| iShares S&P 500 Index K " | Common Collective Trusts | — | — | $242K | 1.9% | |
| Fixed Account | Other securities | — | — | $240K | 1.9% | |
| American Century Ultra R6 " | Other securities | — | — | $232K | 1.9% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $211K | 1.7% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $149K | 1.2% | |
| MassMutual Mid Cap Growth I " | Other securities | — | — | $124K | 1.0% | |
| Hartford Equity Income R6 " | Other securities | — | — | $98K | 0.8% | |
| iShares US Aggregate Bond Index K " | Other securities | — | — | $44K | 0.4% | |
| Pimco Income Instl " | Mutual Funds | — | — | $39K | 0.3% | |
| Victory Sycamore Established Value R6 " | Other securities | — | — | $37K | 0.3% | |
| MassMutual Infl-Prot and Inc I " | Common Stocks | — | — | $37K | 0.3% | |
| American Funds New World R6 " | Mutual Funds | — | — | $35K | 0.3% | |
| American Funds Europacific Growth R6 " | Mutual Funds | — | — | $35K | 0.3% | |
| iShares Russell 2000 Small-Cap Idx K " | Common Collective Trusts | — | — | $21K | 0.2% | |
| MFS International Growth R6 " | Mutual Funds | — | — | $19K | 0.2% | |
| iShares Russell Mid-Cap Index K " | Other securities | — | — | $19K | 0.2% | |
| DFA Real Estate Securities I " | Mutual Funds | — | — | $10K | <0.1% | |
| American Century Small Cap Growth R6 Mutual Funds | Other securities | — | — | $10K | <0.1% | |
| DFA US Targeted Value I " | Mutual Funds | — | — | $10K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $9K | <0.1% | |
| iShares MSCI EAFE Intl Idx K " | Common Collective Trusts | — | — | $8K | <0.1% | |
| American Funds Capital Income Bldr R6 " | Mutual Funds | — | — | $7K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 81-4418048 / PN 304 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Hartford Balanced Income R6 " | Other securities | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% |
