Robert Carnett signed Bluewater Constructors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluewater Constructors, Inc.'s EIN is 74-1907870.
Download the official 2024 Form 5500 (PDF) for Bluewater Constructors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluewater Constructors, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OUTLOOK FINANCIAL GROUP | — | THE WOODLANDS, TX | ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON, LLP | 74-1550819 | HOUSTON, TX | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Bluewater Constructors, Inc. 2,280 common shares, $1 par value | Common Stocks | — | $5.7M | $23.6M | 77.9% | |
| maturity January 12, 2025 | Other securities | — | $1.5M | $1.6M | 5.2% | |
| maturity January 12, 2025 | Other securities | — | $1.0M | $1.0M | 3.4% | |
| SPDR TR Portfolio High Yield BD - 12,735 shares | Other securities | — | $288K | $299K | 1.0% | |
| SPDR TR Portfolio S&P 500 - 4,112 shares | Common Collective Trusts | — | $192K | $283K | 0.9% | |
| SPDR TR Bloomberg Barclays Intermediate Term Corporate Bond - 7,011 shares | Other securities | — | $230K | $230K | 0.8% | |
| JP Morgan Exchange TR Core Plus BD - 4,867 shares | Other securities | — | $224K | $224K | 0.7% | |
| Wisdomtree TR Wisdomtree FLTG Rate Treas FD NEW - 4,338 shares | Bonds / Notes | — | $218K | $218K | 0.7% | |
| Flexshares TR IBoxx 5 YR Target Duration TIPS - 7,624 shares | Other securities | — | $179K | $177K | 0.6% | |
| SPDR TR Portfolio S&P 400 Mid Cap - 3,117 shares | Other securities | — | $95K | $170K | 0.6% | |
| Ishares IBOXX USD Invt Grade Corp - 1,519 shares | Common Stocks | — | $155K | $162K | 0.5% | |
| Dreyfus Money market | Mutual Funds | — | $155K | $155K | 0.5% | |
| Ishares TR Core US Aggregate BD - 2,642 shares | Other securities | — | $134K | $132K | 0.4% | |
| Ishares TR Core MSCI EAFE - 1,690 shares | Other securities | — | $112K | $119K | 0.4% | |
| SPDR TR Portfolio S&P 600 Small Cap - 1,574 shares | Other securities | — | $42K | $71K | 0.2% | |
| per share Agnico Eagle Mines LTD Com 872 common shares | Common Stocks | — | $47K | $68K | 0.2% | |
| JPMorgan Chase & CO COM 265 common shares | Common Stocks | — | $36K | $64K | 0.2% | |
| Citigroup Inc. 830 common shares | Common Stocks | — | $50K | $58K | 0.2% | |
| Black Rock Inc. 56 common shares | Common Stocks | — | $28K | $57K | 0.2% | |
| Metlife Inc. 677 common shares | Common Stocks | — | $32K | $55K | 0.2% | |
| Cisco Systems Inc. 860 common shares | Common Stocks | — | $31K | $51K | 0.2% | |
| International Business Machine Corp 230 common shares | Common Stocks | — | $30K | $51K | 0.2% | |
| Ishares TR Core MSCI Emerging Markets - 939 shares | Other securities | — | $44K | $49K | 0.2% | |
| Paychex Inc. 348 common shares | Common Stocks | — | $19K | $49K | 0.2% | |
| Citizens Finl Group Inc. 1,097 common shares | Common Stocks | — | $29K | $48K | 0.2% | |
| Honeywell Intl Inc. 211 common shares | Common Stocks | — | $34K | $48K | 0.2% | |
| Analog Devices Inc. 221 common shares | Common Stocks | — | $17K | $47K | 0.2% | |
| Becton Dickinson & Co Com 202 common shares | Common Stocks | — | $48K | $46K | 0.2% | |
| Eaton Corp 136 common shares | Common Stocks | — | $14K | $45K | 0.1% | |
| Procter & Gamble Co. 265 common shares | Common Stocks | — | $32K | $44K | 0.1% | |
| Nisource Inc Com 1,198 common shares | Common Stocks | — | $32K | $44K | 0.1% | |
| Coca Cola Co. 702 common shares | Common Stocks | — | $31K | $44K | 0.1% | |
| JP Morgan Exchange TR Equity Premium Income - 741 shares | Other securities | — | $39K | $43K | 0.1% | |
| Conoco Phillips Com 423 common shares | Common Stocks | — | $43K | $42K | 0.1% | |
| Verizon Communications Inc. 1,041 common shares | Common Stocks | — | $52K | $42K | 0.1% | |
| McDonalds Corp 143 common shares | Common Stocks | — | $19K | $41K | 0.1% | |
| Host Hotel & Resorts Inc Com 2,291 common shares | Common Stocks | — | $44K | $40K | 0.1% | |
| Chevron Corp 270 common shares | Common Stocks | — | $31K | $39K | 0.1% | |
| Nextera Energy Inc. 522 common shares | Common Stocks | — | $29K | $37K | 0.1% | |
| Merck & Co. Inc. 339 common shares | Common Stocks | — | $22K | $34K | 0.1% | |
| Limited Partnership PMF TEI Fund, L.P. | Other securities | — | $22K | $19K | <0.1% | |
| Amegy Bank of Texas Money market | Cash / Money Market | — | $6K | $6K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
