Gunster, Yoakley & Stewart, P.A.'s EIN is 59-1450702.
Download the official 2024 Form 5500 (PDF) for Gunster, Yoakley & Stewart, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gunster, Yoakley & Stewart, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| MODERATE MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | $4.0M | 50.1% |
| MFS LARGE CAP VALUE WILMINGTON TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | $1.0M | 13.1% |
| MFS MID CAP GROWTH WILMINGTON TRUST · EIN 38-4126294 / PN 184 | Common Collective Trust | $839K | 10.5% |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $509K | 6.4% |
| HARBOR CAP APPRECIATION HARBOR TRUST · EIN 84-4022934 / PN 001 | Common Collective Trust | $508K | 6.4% |
| GG EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | $412K | 5.2% |
| AGGRESSIVE MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | $354K | 4.4% |
| MFS MID CAP VALUE WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | $257K | 3.2% |
| GROWN MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | $51K | 0.6% |
| CONSERVATIVE MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | $15K | 0.2% |
| INCOME MANAGED TRUST WILMINGTON TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | $0 | <0.1% |
