Kristina Mackenzie signed Sandestin Beach Hotel, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sandestin Beach Hotel, Ltd.'s EIN is 59-3398821.
Download the official 2024 Form 5500 (PDF) for Sandestin Beach Hotel, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sandestin Beach Hotel, Ltd.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contract * Fidelity Management Trust Guaranteed Income Fund | Mutual Funds | — | — | $2.0M | 15.3% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $1.8M | 13.3% | |
| s * Fidelity FID Balanced | Mutual Funds | — | — | $1.4M | 10.2% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $1.3M | 9.9% | |
| AMG TimesSquare Mid Cap Growth Fund | Other securities | — | — | $756K | 5.7% | |
| Victory Sycamore Established Value | Other securities | — | — | $720K | 5.4% | |
| American Century Equity Income | Other securities | — | — | $651K | 4.9% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $607K | 4.5% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $548K | 4.1% | |
| Oppenheimer Global I | Mutual Funds | — | — | $476K | 3.6% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $446K | 3.3% | |
| through December 2029 | Other securities | — | — | $441K | 3.3% | |
| American Century Ultra Fund | Other securities | — | — | $395K | 3.0% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $323K | 2.4% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $260K | 1.9% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $231K | 1.7% | |
| Fidelity FID Real Estate 627 BlackRock LifePath Index 2060 | Mutual Funds | — | — | $222K | 1.7% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $190K | 1.4% | |
| Fidelity FID Total Bond | Mutual Funds | — | — | $187K | 1.4% | |
| Fidelity FID Small Cap Growth | Mutual Funds | — | — | $176K | 1.3% | |
| Fidelity FID International Discovery | Mutual Funds | — | — | $128K | 1.0% | |
| Fidelity FID Mid Cap Index | Mutual Funds | — | — | $46K | 0.3% | |
| Fidelity FID International Index | Mutual Funds | — | — | $26K | 0.2% | |
| Thornburg Global Opportunities | Other securities | — | — | $19K | 0.1% |
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 |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $12K | — |
