Erica Woodley signed LYON Shipyard, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LYON Shipyard, Inc.'s EIN is 54-0308290.
Download the official 2024 Form 5500 (PDF) for LYON Shipyard, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LYON Shipyard, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE 1, INC | 20-3941578 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $1.3M | 16.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 16.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $966K | 12.1% | |
| T Rowe Price Int US SC Gr Eq I | Registered Investment Companies | — | $0 | $791K | 9.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $725K | 9.1% | |
| sPrin MidCap S&P 400 Idx SA-Z | Pooled Separate Accounts | — | $0 | $643K | 8.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $643K | 8.1% | |
| Vanguard Sm Cap Val Idx Adm Fd | Registered Investment Companies | — | $0 | $513K | 6.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $412K | 5.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $353K | 4.4% | |
| sPrin SmCap S&P 600 Index SA-Z | Pooled Separate Accounts | — | $0 | $353K | 4.4% | |
| PIMCO Income Institutional Fd | Registered Investment Companies | — | $0 | $305K | 3.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $305K | 3.8% | |
| sPrin LgCp S&P 500 Index SA-Z | Pooled Separate Accounts | — | $0 | $264K | 3.3% | |
| Vanguard Equity-Inc Adm Fund | Registered Investment Companies | — | $0 | $218K | 2.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $182K | 2.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $165K | 2.1% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $165K | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $163K | 2.0% | |
| PRIN LIFETIME HYB 2070 CIT Z | Common Collective Trusts | — | $0 | $163K | 2.0% | |
| PRINCIPAL GOV MONEY MKT R6 FD | Registered Investment Companies | — | $0 | $111K | 1.4% | |
| PIMCO Real Return Instl Fund | Registered Investment Companies | — | $0 | $110K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $110K | 1.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $103K | 1.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $93K | 1.2% | |
| Inv Dev Mark R6 Fd | Registered Investment Companies | — | $0 | $93K | 1.2% | |
| BlackRock Md-Cp Gr Eq K Fd | Registered Investment Companies | — | $0 | $76K | 1.0% | |
| American Funds SMCAP Wld R6 Fd | Registered Investment Companies | — | $0 | $76K | 1.0% | |
| Prin LifeTime Hybr 2040 CIT Z | Common Collective Trusts | — | $0 | $64K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $64K | 0.8% | |
| BlackRock HY Portfolio K Fund | Registered Investment Companies | — | $0 | $46K | 0.6% | |
| BlackRock Total Return I Fund | Registered Investment Companies | — | $0 | $46K | 0.6% | |
| Am Fds EuroPacific Grth R6 Fd | Registered Investment Companies | — | $0 | $46K | 0.6% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $40K | 0.5% | |
| Vanguard MidCap Val Idx Adm Fd | Registered Investment Companies | — | $0 | $38K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $37K | 0.5% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $32K | 0.4% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $29K | 0.4% | |
| AQR Large Cap Def Style R6 Fd | Registered Investment Companies | — | $0 | $24K | 0.3% | |
| sPrin LargeCap Growth I SA-Z | Pooled Separate Accounts | — | $0 | $3K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LEADERS GROUP INC | 84-1275292 | — | OTHER SERVICES | $0 | — |
