Sheryl Wainwright signed Austal USA. LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Austal USA. LLC's EIN is 63-1238756.
Download the official 2024 Form 5500 (PDF) for Austal USA. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Austal USA. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT & INSURANCE ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $289K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $25.3M | 19.5% | |
| MYCOMPASS INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $22.8M | 17.6% | |
| MYCOMPASS INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $13.3M | 10.3% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $9.8M | 7.6% | |
| MYCOMPASS INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $9.8M | 7.6% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $9.4M | 7.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.5M | 5.8% | |
| Interest rates ranging from * Notes receivable from participants 4.25% to 9.50% | Bonds / Notes | — | — | $5.7M | 4.4% | |
| STABLE VALUE FUND FEE CLASS R1 CIT GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.9M | 3.8% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $4.4M | 3.4% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $3.6M | 2.8% | |
| Vangrd Equity Income Fund Admiral Shares Mutual Fund | Other securities | — | — | $3.0M | 2.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $2.8M | 2.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $2.3M | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.1M | 1.6% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| INTERNATIONAL EQUITY FUND - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Fidelity Intl Index Fnd Registered Investment Company | Mutual Funds | — | — | $998K | 0.8% | |
| Victory Sycamore Small Company Opportunity Fund Class I Mutual Fund | Common Stocks | — | — | $622K | 0.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $609K | 0.5% | |
| MID CAP GROWTH FUND II FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $595K | 0.5% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $537K | 0.4% | |
| MID CAP VALUE FUND FEE CLASS I1 CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $525K | 0.4% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $517K | 0.4% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $474K | 0.4% | |
| Fidelity Emerging Markets Fund Class K Mutual Fund | Mutual Funds | — | — | $427K | 0.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $425K | 0.3% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $323K | 0.2% | |
| MYCOMPASS INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $215K | 0.2% | |
| MYCOMPASS INDEX CONSERVATIVE 2065 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $57K | <0.1% | |
| MYCOMPASS INDEX MODERATE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097332 / PN 478 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2025 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097337 / PN 483 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2025 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097327 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREAT GRAY TRUST COMPANY, LLC WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS FUND I1 GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | 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.
