James Cox signed Gulf Distributing Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gulf Distributing Co., Inc.'s EIN is 63-0657383.
Download the official 2024 Form 5500 (PDF) for Gulf Distributing Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gulf Distributing Co., 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $52K | — |
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 Target Retirement 2025 a | Mutual Funds | — | — | $2.4M | 10.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund a | Other securities | — | — | $2.3M | 9.9% | |
| Vanguard Target Retirement 2045 a | Mutual Funds | — | — | $1.8M | 7.8% | |
| Vanguard Target Retirement 2050 a | Mutual Funds | — | — | $1.8M | 7.7% | |
| Vanguard Target Retirement 2035 a | Mutual Funds | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2055 a | Mutual Funds | — | — | $1.4M | 6.1% | |
| Vanguard Target Retirement 2040 a | Mutual Funds | — | — | $1.3M | 5.6% | |
| Fidelity Small-Cap Growth Index Fund Admiral a | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| Fidelity International Index Fund a | Common Collective Trusts | — | — | $983K | 4.2% | |
| MFS Value Fund Class R6 a | Mutual Funds | — | — | $962K | 4.1% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $700K | 3.0% | |
| MFS Mid Cap Growth R6 a | Mutual Funds | — | — | $671K | 2.9% | |
| Metropolitan West Met West Total Return Bond Fund a | Other securities | — | — | $655K | 2.8% | |
| Federated Investors Trust Co. Federated Hermes Capital Preservation Fund R6 a | Common Stocks | — | — | $637K | 2.7% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $637K | 2.7% | |
| Vanguard Target Retirement 2060 a | Mutual Funds | — | — | $589K | 2.5% | |
| Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $545K | 2.3% | |
| Fidelity U.S. Bond Index Fund a | Common Collective Trusts | — | — | $544K | 2.3% | |
| Vanguard Target Retirement 2020 a | Mutual Funds | — | — | $452K | 1.9% | |
| MFS Mid Cap Value R6 a | Mutual Funds | — | — | $311K | 1.3% | |
| Vanguard Target Retirement 2065 a | Mutual Funds | — | — | $285K | 1.2% | |
| Vanguard Target Retirement, Inc. a | Mutual Funds | — | — | $103K | 0.4% | |
| Virtus KAR Small-Cap Growth Fund a | Other securities | — | — | $59K | 0.3% | |
| DFA US Target Value I a | Mutual Funds | — | — | $58K | 0.3% | |
| Fidelity Mid-Cap Value Index Fund Admiral a | Common Collective Trusts | — | — | $42K | 0.2% | |
| Vanguard Target Retirement 2070 a | Mutual Funds | — | — | $30K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
