Christine Alamandy signed Laguardia Gateway Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laguardia Gateway Partners, LLC's EIN is 47-4301848.
Download the official 2024 Form 5500 (PDF) for Laguardia Gateway Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laguardia Gateway Partners, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIRMENT SERVICES | 82-4555287 | — | RECORDKEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Bank and Trust Company American Funds 2035 Target Date-R3 | Mutual Funds | — | — | $713K | 13.2% | |
| Capital Bank and Trust Company American Funds 2055 Target Date-R3 | Mutual Funds | — | — | $671K | 12.4% | |
| Capital Bank and Trust Company American Funds 2030 Target Date-R3 | Mutual Funds | — | — | $494K | 9.1% | |
| Capital Bank and Trust Company American Funds 2050 Target Date-R3 | Mutual Funds | — | — | $481K | 8.9% | |
| Capital Bank and Trust Company American Funds 2045 Target Date-R3 | Mutual Funds | — | — | $404K | 7.5% | |
| Capital Bank and Trust Company Amcap Fund-R3 | Common Stocks | — | — | $402K | 7.4% | |
| Capital Bank and Trust Company American Funds 2025 Target Date-R3 | Mutual Funds | — | — | $384K | 7.1% | |
| Capital Bank and Trust Company American Funds 2040 Target Date-R3 | Mutual Funds | — | — | $312K | 5.8% | |
| Capital Bank and Trust Company Washington Mutual Investors Fund-R3 | Common Stocks | — | — | $275K | 5.1% | |
| Capital Bank and Trust Company American Funds 2060 Target Date-R3 | Mutual Funds | — | — | $263K | 4.9% | |
| Capital Bank and Trust Company New Perspective Fund-R3 | Common Stocks | — | — | $173K | 3.2% | |
| Capital Bank and Trust Company New World Fund-R3 | Common Stocks | — | — | $168K | 3.1% | |
| Capital Bank and Trust Company American Funds 2065 Target Date-R3 | Mutual Funds | — | — | $107K | 2.0% | |
| (1) Capital Bank and Trust Company Notes Receivable from Participants | Common Stocks | — | — | $97K | 1.8% | |
| Capital Bank and Trust Company Af U.S. Government Money Market-R3 | Cash / Money Market | — | — | $95K | 1.8% | |
| Capital Bank and Trust Company American Balanced Fund-R3 | Common Stocks | — | — | $92K | 1.7% | |
| Capital Bank and Trust Company The Investment Company Of America-R3 | Common Stocks | — | — | $89K | 1.6% | |
| Capital Bank and Trust Company American Funds 2070 Target Date-R3 72 * Capital Bank and Trust Company Eupac Fund-R3 | Mutual Funds | — | — | $54K | 1.0% | |
| Capital Bank and Trust Company International Growth And Income-R3 | Common Stocks | — | — | $46K | 0.9% | |
| Capital Bank and Trust Company The Income Fund Of America-R3 | Common Stocks | — | — | $38K | 0.7% | |
| Capital Bank and Trust Company American Funds 2010 Target Date-R3 11 * Capital Bank and Trust Company American Funds 2015 Target Date-R3 11 * Capital Bank and Trust Company American Funds 2020 Target Date-R3 | Mutual Funds | — | — | $28K | 0.5% | |
| Capital Bank and Trust Company The Bond Fund Of America-R3 | Common Stocks | — | — | $18K | 0.3% | |
| Capital Bank and Trust Company Intermediate Bond Fund Of America-R3 | Common Stocks | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
