Daniel St. Germaine signed Grand ISLE Shipyard, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grand ISLE Shipyard, LLC's EIN is 72-0393251.
Download the official 2024 Form 5500 (PDF) for Grand ISLE Shipyard, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grand ISLE Shipyard, LLC'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Instl; 556,909 shares | Mutual Funds | — | — | $12.9M | 15.0% | |
| Nuveen Lifecycle Index 2050 Instl; 231,914 shares | Mutual Funds | — | — | $10.7M | 12.4% | |
| Nuveen Lifecycle Index 2040 Instl; 307,239 shares | Mutual Funds | — | — | $9.0M | 10.5% | |
| Nuveen Lifecycle Index 2045 Instl; 45,262 shares | Mutual Funds | — | — | $5.4M | 6.3% | |
| Nuveen Lifecycle Index 2020 Instl; 242,902 shares | Mutual Funds | — | — | $4.9M | 5.6% | |
| JP Morgan Large Cap Growth R6; 47,608 shares | Other securities | — | — | $4.7M | 5.4% | |
| Fidelity 500 Index Institutional Prep; 14,635 shares | Common Collective Trusts | — | — | $4.6M | 5.3% | |
| Nuveen Lifecycle Index 2035 Instl; 44,727 shares | Mutual Funds | — | — | $4.6M | 5.3% | |
| Nuveen Lifecycle Index 2060 Instl; 71,786 | Mutual Funds | — | — | $4.3M | 5.0% | |
| Nuveen Lifecycle Index 2055 Instl; 36,995 shares | Mutual Funds | — | — | $4.3M | 4.9% | |
| Nuveen Lifecycle Index 2025 Instl;32,823 shares | Mutual Funds | — | — | $1.5M | 1.7% | |
| American Funds American Mutual R6; 12,616 shares | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Mid Cap Index Admiral; 1,562 share | Mutual Funds | — | — | $1.0M | 1.2% | |
| Vanguard Small Cap Index Admiral; 5,332 shares | Mutual Funds | — | — | $877K | 1.0% | |
| Pioneer Sel Mid Cap Grow-K; 16,116 shares | Other securities | — | — | $851K | 1.0% | |
| AB Small Cap Growth Portfolio Fund Z;7,917 shares | Other securities | — | — | $805K | 0.9% | |
| Vanguard Small Cap Value Index Admiral; 764 shares | Mutual Funds | — | — | $793K | 0.9% | |
| Nuveen Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $695K | 0.8% | |
| TCW Metwest Total Return Bond | Other securities | — | — | $574K | 0.7% | |
| American Funds American Funds Europacific Growth R6; 5,996 shares | Mutual Funds | — | — | $551K | 0.6% | |
| MFS Mid Cap Value R6; 5,010 shares | Mutual Funds | — | — | $478K | 0.6% | |
| Vanguard Total Bond Market Index Adm; 1,354 shares | Mutual Funds | — | — | $396K | 0.5% | |
| PIMCO Real Return Instl; 8,576 shares | Mutual Funds | — | — | $268K | 0.3% | |
| American Funds New World R6 ; 3,731 shares | Mutual Funds | — | — | $229K | 0.3% | |
| Vanguard Developed Markets Index Admiral; 4,611 shares | Mutual Funds | — | — | $222K | 0.3% | |
| Nuveen Lifecycle Index 2015 Instl; 887 shares | Mutual Funds | — | — | $134K | 0.2% | |
| Nuveen Lifecycle Index 2010 Instl; 782 shares | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-1151291 |
| — |
| TRUSTEE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | NONE | $20K | — |
