Kerrilyn B Breaux signed Central BOAT Rentals, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central BOAT Rentals, Inc.'s EIN is 72-0694564.
Download the official 2024 Form 5500 (PDF) for Central BOAT Rentals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central BOAT Rentals, Inc.'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 |
|---|---|---|---|---|---|
| HANCOCK WHITNEY BANK | 64-0169065 | — | NONE | $3K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| CBO Balanced Model (a) | Other securities | — | — | $4.2M | 39.4% | |
| ClearBridge Large Cap Growth Fund (a) | Other securities | — | — | $944K | 8.8% | |
| CBO Income with Growth Model (a) | Other securities | — | — | $711K | 6.6% | |
| CBO Growth with Income Model (a) | Other securities | — | — | $604K | 5.6% | |
| CBO Aggressive Growth Model (a) | Other securities | — | — | $509K | 4.8% | |
| Vanguard 500 Index FD Admiral (a) | Common Collective Trusts | — | — | $498K | 4.7% | |
| Participant Loans Interest Rates from 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $324K | 3.0% | |
| Vanguard Mid-Cap Index Fund Admiral (a) | Common Collective Trusts | — | — | $307K | 2.9% | |
| CBO Growth Model (a) | Other securities | — | — | $290K | 2.7% | |
| Macquarie Mid Cap Growth Fund (a) | Other securities | — | — | $259K | 2.4% | |
| Fidelity Freedom Index 2040 Fund (a) | Mutual Funds | — | — | $201K | 1.9% | |
| Fidelity Freedom Index 2015 Fund (a) 115 Fidelity Freedom Index 2020 Fund (a) 117 Fidelity Freedom Index 2025 Fund (a) 119 Fidelity Freedom Index 2030 Fund (a) | Mutual Funds | — | — | $197K | 1.8% | |
| Hermes Institutional High Yield Bond Fund Federated Hermes MDT Small Cap Growth Fund (a) | Other securities | — | — | $169K | 1.6% | |
| Fidelity Freedom Index 2060 Fund (a) | Mutual Funds | — | — | $158K | 1.5% | |
| Allspring Special Mid Cap (a) | Other securities | — | — | $150K | 1.4% | |
| American Funds American Mutual Fund (a) | Mutual Funds | — | — | $149K | 1.4% | |
| Federated (a) | Other securities | — | — | $122K | 1.1% | |
| American Funds The Bond Fund of America (a) | Mutual Funds | — | — | $103K | 1.0% | |
| Fidelity International Index Fund (a) | Common Collective Trusts | — | — | $103K | 1.0% | |
| Fidelity Freedom Index 2055 Fund (a) | Mutual Funds | — | — | $97K | 0.9% | |
| Fidelity Freedom Index 2045 Fund (a) | Mutual Funds | — | — | $94K | 0.9% | |
| Macquarie Small Cap Core Fund (a) | Other securities | — | — | $89K | 0.8% | |
| MFS International Growth Fund (a) | Mutual Funds | — | — | $77K | 0.7% | |
| Fidelity Freedom Index 2035 Fund (a) | Mutual Funds | — | — | $71K | 0.7% | |
| CBO Income Model (a) | Other securities | — | — | $57K | 0.5% | |
| Allspring Special Small Cap (a) | Other securities | — | — | $56K | 0.5% | |
| American Funds American Balanced Fund (a) | Mutual Funds | — | — | $45K | 0.4% | |
| Goldman Sachs Inflation Protected Securities Fund (a) | Other securities | — | — | $31K | 0.3% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $24K | 0.2% | |
| Fidelity Freedom Index Income (a) | Mutual Funds | — | — | $14K | 0.1% | |
| Fidelity Small Cap Index Fund (a) | Common Collective Trusts | — | — | $12K | 0.1% | |
| Fidelity Freedom Index 2050 Fund (a) | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2010 Fund (a) | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
