Limetree Bay Terminals, LLC's EIN is 66-0846636.
Download the official 2024 Form 5500 (PDF) for Limetree Bay Terminals, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Limetree Bay Terminals, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund 55,256 shares | Mutual Funds | — | $55K | $2.4M | 12.3% | |
| Vanguard Target Retirement 2035 Fund 89,472 shares | Mutual Funds | — | $89K | $2.1M | 11.0% | |
| Vanguard Target Retirement 2030 Fund 51,304 shares | Mutual Funds | — | $51K | $1.9M | 10.0% | |
| Vanguard Target Retirement 2050 Fund 37,592 shares | Mutual Funds | — | $38K | $1.9M | 9.6% | |
| Vanguard Target Retirement 2045 Fund 54,362 shares | Mutual Funds | — | $54K | $1.6M | 8.3% | |
| Vanguard Target Retirement 2025 Fund 57,008 shares | Mutual Funds | — | $57K | $1.1M | 5.5% | |
| Fidelity 500 Index Fund 4,635 shares | Common Collective Trusts | — | $5K | $946K | 4.9% | |
| Vanguard Target Retirement 2055 Fund 16,522 shares | Mutual Funds | — | $17K | $919K | 4.7% | |
| JPMorgan Large Cap Growth R6 10,943 shares | Other securities | — | $11K | $916K | 4.7% | |
| Notes Receivable from Participants 3.25% – 8.50% | Bonds / Notes | — | — | $675K | 3.5% | |
| JPMorgan U.S. Equity R6 26,985 shares | Other securities | — | $27K | $674K | 3.5% | |
| Vanguard Target Retirement 2020 Fund 23,043 shares | Mutual Funds | — | $23K | $610K | 3.1% | |
| Vanguard Target Retirement 2065 Fund 15,307 shares | Mutual Funds | — | $15K | $515K | 2.6% | |
| Vanguard Target Retirement 2060 Fund 9,446 shares | Mutual Funds | — | $9K | $484K | 2.5% | |
| Eaton Vance Atlanta Capital SMID-Cap R6 9,587 shares | Other securities | — | $10K | $403K | 2.1% | |
| Vanguard Extended Market Index Adm 2,747 shares | Mutual Funds | — | $3K | $396K | 2.0% | |
| Collective Trust * MetLife GAC-25053 Class 0 1,759 shares | Common Collective Trusts | — | $2K | $355K | 1.8% | |
| RELIANCE METLIFE STABLE VALUE FUND METLIFE · EIN 75-9522204 / PN 000 | Common Collective Trust | — | — | $355K | 1.8% | |
| American Funds EuroPacific Gr R6 4,823 shares | Mutual Funds | — | $5K | $259K | 1.3% | |
| Fidelity U.S. Bond Index Fund 25,209 shares | Common Collective Trusts | — | $25K | $258K | 1.3% | |
| Vanguard Small-Cap Index Adm 1,859 shares | Mutual Funds | — | $2K | $214K | 1.1% | |
| Columbia Dividend Income I3 6,062 shares | Other securities | — | $6K | $204K | 1.1% | |
| Fidelity Total Bond K6 21,358 shares | Mutual Funds | — | $21K | $186K | 1.0% | |
| Fidelity International Index 2,798 shares | Mutual Funds | — | $3K | $133K | 0.7% | |
| Vanguard Target Retirement Income Fund 10,059 shares | Mutual Funds | — | $10K | $132K | 0.7% | |
| PIMCO Income Instl 9,231 shares | Mutual Funds | — | $9K | $97K | 0.5% | |
| Vanguard Target Retirement 2070 Fund 88 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
