Veronica Taylor signed Gulf Stream Marine, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gulf Stream Marine, Inc.'s EIN is 76-0327304.
Download the official 2024 Form 5500 (PDF) for Gulf Stream Marine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gulf Stream Marine, Inc.'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 | $152 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2025 R6 Mutual Fund | Other securities | — | — | $3.1M | 17.2% | |
| AF TRGT DATE 2035 R6 Mutual Fund | Other securities | — | — | $2.8M | 15.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.0M | 11.0% | |
| AF TRGT DATE 2040 R6 Mutual Fund | Other securities | — | — | $1.7M | 9.7% | |
| AF TRGT DATE 2045 R6 Mutual Fund | Other securities | — | — | $1.5M | 8.2% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.1M | 6.0% | |
| Notes receivable from participants Participant Loans*** | Participant loans | — | — | $1.0M | 5.7% | |
| FA BALANCED I Mutual Fund | Other securities | — | — | $875K | 4.9% | |
| AF TRGT DATE 2020 R6 Mutual Fund | Other securities | — | — | $581K | 3.3% | |
| AF TRGT DATE 2030 R6 Mutual Fund | Other securities | — | — | $493K | 2.8% | |
| AF TRGT DATE 2055 R6 Mutual Fund | Other securities | — | — | $384K | 2.2% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $366K | 2.1% | |
| MFS GROWTH R4 Mutual Fund | Mutual Funds | — | — | $265K | 1.5% | |
| AF TRGT DATE 2050 R6 Mutual Fund | Other securities | — | — | $221K | 1.2% | |
| AF TRGT DATE 2015 R6 Mutual Fund | Other securities | — | — | $218K | 1.2% | |
| PIM TOTAL RT INST Mutual Fund | Other securities | — | — | $186K | 1.0% | |
| VICTORY S EST VAL R6 Mutual Fund | Other securities | — | — | $150K | 0.8% | |
| AF TRGT DATE 2060 R6 Mutual Fund | Other securities | — | — | $148K | 0.8% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $141K | 0.8% | |
| MFS MID CAP GRTH R6 Mutual Fund | Mutual Funds | — | — | $116K | 0.7% | |
| MFS INTL INTR VAL R6 Mutual Fund | Mutual Funds | — | — | $112K | 0.6% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $101K | 0.6% | |
| AF TRGT DATE 2010 R6 Mutual Fund | Other securities | — | — | $66K | 0.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $66K | 0.4% | |
| ABF SM CAP VAL INV Mutual Fund | Other securities | — | — | $60K | 0.3% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $51K | 0.3% | |
| FA FOCUS EMRG MKTS Z Mutual Fund | Other securities | — | — | $41K | 0.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $38K | 0.2% | |
| AF TRGT DATE 2065 R6 Mutual Fund | Other securities | — | — | $27K | 0.2% | |
| BLKRK EQUITY DIV I Mutual Fund | Other securities | — | — | $13K | <0.1% | |
| FA SMALL CAP GR Z Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| AF TRGT DATE 2070 R6 Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
