Crescent River Port Pilots' Association's EIN is 72-0162930.
Download the official 2024 Form 5500 (PDF) for Crescent River Port Pilots' Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crescent River Port Pilots' Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | -$91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC INVESTMENT ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Large Cap Growth Fund Class R6 311,997 | Other securities | — | — | $26.1M | 12.6% | |
| Fidelity 500 Index Institutional Prem* 117,675 | Common Collective Trusts | — | — | $24.0M | 11.6% | |
| Fidelity Growth Company K6 Fund* 658,378 | Mutual Funds | — | — | $20.0M | 9.6% | |
| MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $19.9M | 9.6% | |
| J.P. Morgan Equity Income Fund Class R6 541,785 | Other securities | — | — | $13.0M | 6.2% | |
| MFS International Diversification Fund Class R3 569,993 | Mutual Funds | — | — | $12.7M | 6.1% | |
| MFS Mid Cap Growth Fund Class R6 241,475 | Mutual Funds | — | — | $7.6M | 3.7% | |
| Fidelity Managed Income Portfolio Class 2* 5,259,624 | Mutual Funds | — | — | $4.9M | 2.4% | |
| Lord Abbett High Yield Fund Class R6 768,791 | Mutual Funds | — | — | $4.9M | 2.4% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premier Class* 236,237 | Mutual Funds | — | — | $4.8M | 2.3% | |
| CB Large Cap Growth IS 62,227 | Other securities | — | — | $4.7M | 2.3% | |
| Western Asset Core Plus Bond Cit Unit Class RI 396,311 | Common Collective Trusts | — | — | $4.3M | 2.1% | |
| Fidelity Government Money Market Fund* 3,949,382 | Mutual Funds | — | — | $3.9M | 1.9% | |
| American Century U.S. Mid Cap Value Equity Trust 80,914 | Other securities | — | — | $3.9M | 1.9% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premier Class* 151,180 | Mutual Funds | — | — | $3.7M | 1.8% | |
| Fidelity lnstl Cash Portfolios Money Mkt* 3,531,995 | Mutual Funds | — | — | $3.5M | 1.7% | |
| American Century U.S. Small Cap Value Equity Trust 88,033 | Other securities | — | — | $3.4M | 1.7% | |
| Massmutual Small Cap Growth Equity Fund 213,428 | Other securities | — | — | $3.4M | 1.7% | |
| Fidelity Money Market Fund Premium Class* 3,205,650 | Mutual Funds | — | — | $3.2M | 1.5% | |
| Columbia Emerging Markets Fund Institutional 2 Class 224,380 | Other securities | — | — | $3.0M | 1.4% | |
| Fidelity Balanced K6 Fund* 181,794 | Mutual Funds | — | — | $2.9M | 1.4% | |
| Fidelity International Index Fund* 57,509 | Common Collective Trusts | — | — | $2.7M | 1.3% | |
| Fidelity Mid Cap Index Fund* 78,303 | Common Collective Trusts | — | — | $2.6M | 1.3% | |
| Janus Henderson Developed World Bond Fund Class N 341,943 | Mutual Funds | — | — | $2.6M | 1.3% | |
| State Street Real Assest Class C 141,645 | Other securities | — | — | $2.4M | 1.2% | |
| Fidelity Freedom Index 2045 Fund - Institutional Premier Class* 87,092 | Mutual Funds | — | — | $2.3M | 1.1% | |
| Cohen & Steers Institutional Realty Shares 46,081 | Other securities | — | — | $2.2M | 1.1% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premier Class* 69,739 | Mutual Funds | — | — | $1.8M | 0.9% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premier Class* 86,334 | Mutual Funds | — | — | $1.6M | 0.8% | |
| Fidelity Freedom Index 2060 Fund - Institutional Premier Class* 87,525 | Mutual Funds | — | — | $1.6M | 0.8% | |
| Royce International Premier Fund Investment Class 134,431 | Other securities | — | — | $1.6M | 0.7% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premier Class* 57,465 | Mutual Funds | — | — | $1.3M | 0.6% | |
| Fidelity Small Cap Index Fund* 44,197 | Common Collective Trusts | — | — | $1.2M | 0.6% | |
| Fidelity Cash Reserves* 1,210,617 | Mutual Funds | — | — | $1.2M | 0.6% | |
| Pioneer Multi-Sector Fixed Income Portfolio Fee Class RI 54,608 | Other securities | — | — | $911K | 0.4% | |
| Fidelity Emerging Markets* 81,592 | Mutual Funds | — | — | $853K | 0.4% | |
| Fidelity U.S. Bond Index Fund* 80,521 | Common Collective Trusts | — | — | $823K | 0.4% | |
| Fidelity Freedom Index 2055 Fund - Institutional Premier Class* 37,772 | Mutual Funds | — | — | $807K | 0.4% | |
| UNITED STATES TREAS SER Z-2025 750,000 | U.S. Treasuries | — | — | $738K | 0.4% | |
| Fidelity Select Software & Computer* 25,639 | Mutual Funds | — | — | $703K | 0.3% | |
| Celestica Inc Sub Vtg Shs 6,986 | Common Stocks | — | — | $645K | 0.3% | |
| Federated Hermes Real Return Bond Fund Institutional Shares 61,215 | Other securities | — | — | $589K | 0.3% | |
| VanEck Semiconductor ETF 2,386 | Other securities | — | — | $578K | 0.3% | |
| Invesco QQQ Tr Unit Ser I 1,089 | Mutual Funds | — | — | $557K | 0.3% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premier Class* 32,528 | Mutual Funds | — | — | $513K | 0.2% | |
| Fidelity Select Home Finance* 24,921 | Mutual Funds | — | — | $483K | 0.2% | |
| Fidelity Nasdaq Composite Index* 1,855 | Mutual Funds | — | — | $454K | 0.2% | |
| Fidelity Select Defense & Aerospace* 24,795 | Mutual Funds | — | — | $452K | 0.2% | |
| Fidelity Magellan* 29,303 | Mutual Funds | — | — | $435K | 0.2% | |
| Fidelity Select Technology* 10,617 | Mutual Funds | — | — | $392K | 0.2% |
