Karina Goodrich signed Garda CL Atlantic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Garda CL Atlantic, Inc.'s EIN is 51-0069745.
Download the official 2024 Form 5500 (PDF) for Garda CL Atlantic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Garda CL Atlantic, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC | 42-1520346 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI | 11-3809585 | — | NONE | $44K | — |
| LERROSARBEY, PLLC | 27-0855205 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American 67,808.345 shares, mutual fund, New Perspective Fund #7 | Other securities | — | $2.4M | $4.2M | 53.9% | |
| American 52,375.789 shares, mutual fund, Balanced Fund Class A #11 | Other securities | — | $1.2M | $1.8M | 23.0% | |
| American 72,246.84 shares, mutual fund, Income Fund of America Class A #6 | Other securities | — | $1.4M | $1.8M | 22.6% | |
| Principal Deposit Sweep Program | Other securities | — | $37K | $37K | 0.5% |
| NONE |
| $17K |
| — |
| MMA SECURITIES | 22-3570392 | — | NONE | $10K | — |
