Patrick Carroll signed First Reserve Corporation, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Reserve Corporation, L.L.C.'s EIN is 80-0547662.
Download the official 2024 Form 5500 (PDF) for First Reserve Corporation, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Reserve Corporation, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $10.7M | 19.0% | |
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $7.1M | 12.5% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $4.6M | 8.1% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $3.7M | 6.6% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $3.6M | 6.4% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $2.9M | 5.1% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $2.3M | 4.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $2.2M | 3.9% | |
| Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $2.1M | 3.7% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $2.0M | 3.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.5M | 2.7% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.5M | 2.6% | |
| Invesco Developing Mkts R6 | Mutual Funds | — | — | $1.4M | 2.5% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $1.1M | 2.0% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $1.1M | 1.9% | |
| Vanguard Intl Val | Mutual Funds | — | — | $1.0M | 1.8% | |
| Vanguard Short Term Inv Grade Adm | Mutual Funds | — | — | $535K | 0.9% | |
| Vanguard FTSE All Wld ex-US Idx Adm | Common Collective Trusts | — | — | $519K | 0.9% | |
| Vanguard Intermed-Term Bd Idx Adm | Common Collective Trusts | — | — | $479K | 0.8% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $467K | 0.8% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $392K | 0.7% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $384K | 0.7% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $352K | 0.6% | |
| PGIM Jennison Small Co R6 | Common Stocks | — | — | $259K | 0.5% | |
| Participant loans | Participant loans | — | — | $258K | 0.5% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $148K | 0.3% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $142K | 0.3% | |
| Vanguard Target Retrmnt 2070 Inv | Mutual Funds | — | — | $36K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $9 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
