Christina Thompson signed Gulf Winds Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gulf Winds Credit Union's EIN is 59-6143861.
Download the official 2024 Form 5500 (PDF) for Gulf Winds Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gulf Winds Credit Union'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 |
|---|---|---|---|---|---|
| REEDMARK ADVISORS, LLC | 47-2223502 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX ADMIRAL Mutual fund | Mutual Funds | — | — | $2.1M | 15.2% | |
| FLEXPATH INDEX MOD 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.0M | 14.1% | |
| FLEXPATH INDEX MOD 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.8M | 13.1% | |
| T. ROWE PRICE CAP APPRECIATION Mutual fund | Other securities | — | — | $1.2M | 8.5% | |
| FLEXPATH INDEX MOD 2035 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.1M | 7.5% | |
| VANGUARD VALUE INDEX ADMIRAL Mutual fund | Mutual Funds | — | — | $733K | 5.2% | |
| FLEXPATH INDEX MOD RTMT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $670K | 4.8% | |
| FLEXPATH INDEX AGGR 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $647K | 4.6% | |
| VANGUARD INT'L GROWTH ADMIRAL Mutual fund | Mutual Funds | — | — | $500K | 3.5% | |
| VANGUARD TTL STK MKT INDEX ADM Mutual fund | Mutual Funds | — | — | $410K | 2.9% | |
| METLIFE STABLE VALUE RELIANCE TRUST · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $356K | 2.5% | |
| VANGUARD MID-CAP VAL INDEX ADM Mutual fund | Mutual Funds | — | — | $346K | 2.5% | |
| MFS MID CAP GROWTH R6 Mutual fund | Mutual Funds | — | — | $327K | 2.3% | |
| AMERICAN CENTURY SM CAP GR R6 Mutual fund | Other securities | — | — | $320K | 2.3% | |
| JOHN HANCOCK BOND R6 Mutual fund | Other securities | — | — | $282K | 2.0% | |
| VANGUARD SM CAP VALUE IND ADM Mutual fund | Mutual Funds | — | — | $240K | 1.7% | |
| VANGUARD MID-CAP INDEX ADMIRAL Mutual fund | Mutual Funds | — | — | $189K | 1.3% | |
| 8.50%, maturity dates through 2029 | Bonds / Notes | — | — | $176K | 1.2% | |
| JANUS HENDERSON GLB SELECT N Mutual fund | Mutual Funds | — | — | $150K | 1.1% | |
| T. ROWE PRICE GLB MULTI-SEC BD Mutual fund | Other securities | — | — | $93K | 0.7% | |
| COHEN & STEERS INST REALTY SHS Mutual fund | Common Stocks | — | — | $86K | 0.6% | |
| MASSMUTUAL INFLAT-PROTECT INC Mutual fund | Common Stocks | — | — | $83K | 0.6% | |
| BLACKROCK EMERGING MARKETS INS Mutual fund | Other securities | — | — | $79K | 0.6% | |
| FLEXPATH INDEX AGGR 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $68K | 0.5% | |
| VANGUARD SMALL-CAP INDEX ADM Mutual fund | Mutual Funds | — | — | $56K | 0.4% | |
| BLACKROCK HEALTH SCI OPPS INST Mutual fund | Other securities | — | — | $38K | 0.3% | |
| FLEXPATH INDEX CONSV RETMT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX CONSV 2055 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX AGGR RTMT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $19 | <0.1% | |
| FLEXPATH INDEX CONSV 2035 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSV 2045 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MOD 2025 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSV 2025 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
