Luis Olivero signed Crowley Liner Services Puerto Rico,Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crowley Liner Services Puerto Rico,Inc.'s EIN is 66-0208002.
Download the official 2024 Form 5500 (PDF) for Crowley Liner Services Puerto Rico,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crowley Liner Services Puerto Rico,Inc.'s plan includes 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISOR INC | 04-2654524 | — | — | $3K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investment Fidelity OTC (256,350.174 units) | Mutual Funds | — | — | $5.5M | 22.5% | |
| s- * Fidelity Investment Fidelity Government Money Market Fd (4,794,142.710 units) | Mutual Funds | — | — | $4.8M | 19.6% | |
| Fidelity Investment Fidelity Spartan 500 Index (20,160.147) | Common Collective Trusts | — | — | $4.1M | 16.8% | |
| Fidelity Investment Fidelity Freedom 2035-K (139,132.385 units) | Mutual Funds | — | — | $2.2M | 8.9% | |
| MFS Fund Mfs Value Fund-R4 (29,577.448 units) | Mutual Funds | — | — | $1.4M | 5.8% | |
| Fidelity Investment Fidelity Freedom 2030-K (76,466.497 units) | Mutual Funds | — | — | $1.3M | 5.5% | |
| Fidelity Investment Fidelity Freedom 2040-K (65,864.580 units) | Mutual Funds | — | — | $761K | 3.1% | |
| Fidelity Investment Fidelity Freedom 2020-K (49,478.657 units) | Mutual Funds | — | — | $711K | 2.9% | |
| Notes receivable from participants range from 2025 through 2029 | Other securities | — | — | $473K | 1.9% | |
| Fidelity Investment Fidelity Freedom 2025-K (34,448.385 units) | Mutual Funds | — | — | $469K | 1.9% | |
| Fidelity Investment Fidelity Freedom 2045-K (31,676.955 units) | Mutual Funds | — | — | $427K | 1.7% | |
| Janus Investment Fund Janus Henderson Global Research Fdt (2,839.185 units) | Mutual Funds | — | — | $308K | 1.3% | |
| Fidelity Investment Fidelity Freedom 2055-K (19,437.676 units) | Mutual Funds | — | — | $307K | 1.3% | |
| JP Morgan Fund Jpmorgan Govt Bnd-R6 (26,361.908 units) | Other securities | — | — | $248K | 1.0% | |
| Fidelity Investment Fidelity Freedom 2060-K (14,490.895 units) | Mutual Funds | — | — | $210K | 0.9% | |
| Fidelity Investment Fidelity Spartan US Bond Index (17,007.548 units) | Mutual Funds | — | — | $174K | 0.7% | |
| Fidelity Investment Fidelity Freedom 2050-K (12,687.743 units) | Mutual Funds | — | — | $173K | 0.7% | |
| Fidelity Investment Fidelity Puritan Tr (6,168.557 units) | Mutual Funds | — | — | $153K | 0.6% | |
| Fidelity Investment Fidelity Freedom 2065 Fund (7,725.569 units) | Mutual Funds | — | — | $102K | 0.4% | |
| Spartan Fund Spartan International Index Fund (1,985.596 units) | Common Collective Trusts | — | — | $94K | 0.4% | |
| Fidelity Investment Fidelity Spart Ext Mk In-Fai (927.118 units) | Mutual Funds | — | — | $84K | 0.3% | |
| Fidelity Investment Fidelity Low Priced (1,269.609 units) | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Investment Fidelity Diversified International Fund (504.658 units) | Mutual Funds | — | — | $21K | <0.1% | |
| Cash- * Banco Popular de Puerto Rico Time deposit open account | Cash / Money Market | — | — | $19K | <0.1% | |
| JP Morgan Fund Jpmorgan US Small Comp-R6 (699.886 units) | Other securities | — | — | $13K | <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 |
|---|---|---|---|---|---|
| RSM ROC AND CO | 66-0388756 | — | ACCOUNTANT/AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR | 66-0561870 | — | EMPLOYEE OF EMPLOYER | $21K | — |
| RSM ROC AND CO | 66-0388756 | — | OTHER FEES | $12K | — |
